In Microsoft Dynamics NAV, mobile users can send data from a mobile device to the server as request documents. To receive request documents, you must first define a request document as a document type in the Mobile Document Types window. When you define a document type, you need the following:

Microsoft Dynamics NAV includes a number of predefined document types for Microsoft Dynamics® Mobile - Mobile Sales that you can use or modify.

To define a document type

  1. In the navigation pane, click Administration, click Application Setup, click Mobile, and then click Document Types.

  2. In the Mobile Document Types window, fill in the following fields:

    Field Description

    Request Type

    The name of the document type, such as CreateCustomer.

    Description

    A description of the document type, such as Creates documents based on my document handler.

    Strict Schema Validation

    True to enable strict schema validation; otherwise False. If you leave this field blank and you assign a schema to the document type, the document type will use relaxed schema validation. For more information, see How to: Import, Export and View Document Schemas in Microsoft Dynamics NAV Classic.

    Process Type

    Direct to process request documents as they enter the document queue; Queue to process request documents at a later time. For more information, see How to: Process Mobile Documents in Microsoft Dynamics NAV Classic.

    Processing Codeunit

    The object ID for the codeunit that handles the request document. For more information, see Defining Document Handlers in Microsoft Dynamics NAV.

    Processing Codeunit Name

    The name of the codeunit. This field is read-only.

    You can now add user groups and, optionally, XML schemas to the document type.

To add user groups to a document type

  1. In the navigation pane, click Administration, click Application Setup, click Mobile, and then click Document Types.

  2. In the Mobile Document Types window, select the document type that you want to add user groups to, click Doc. Type, and then click Groups.

  3. In the Mobile Document Groups window, in the Group Code field, click the AssistButton.

  4. In the Mobile Groups window, select the group that you want to assign permission for this document type to, and then click OK.

    NoteNote

    In the Mobile Groups window, you can add previously defined groups, or you can create new groups. For more information, see How to: Set Up Mobile Groups in Microsoft Dynamics Classic.

  5. Repeat steps 2 through 4 for any other groups that you want to add to the document type.

To add an XML schema to a document type

  1. In the navigation pane, click Administration, click Application Setup, click Mobile, and then click Document Types.

  2. In the Mobile Document Types window, select the document type that you want to add an XML schema to, click Doc. Type, and then click Schemas.

  3. In the Mobile Document Types Schemas window, in the Document Schema Code field, click the AssistButton.

  4. In the Mobile Document Schemas window, select the schema that you want to add to the document type, and then click OK.

    NoteNote

    In the Mobile Document Schemas window, you can add previously defined schemas, or you can define new schemas. For more information, see How to: Import, Export and View Document Schemas in Microsoft Dynamics NAV Classic

  5. Repeat steps 2 through 4 for any other document types that you want to add schemas to.

See Also