You may need to redesign some of your forms to make them preserve the business logic and layout when you transform the form to a page. Redesigning means that you have to either create a new form to replace the one that cannot be transformed, or modify the original form. Usually you only need to redesign a few forms in your application.

Why Redesign Your Forms?

The following reasons may be why you may need to redesign some of your existing forms:

Unsupported controls
Matrix-like layouts do not transform successfully
New user experience (UX) guidelines

Unsupported Controls

The RoleTailored client does not support certain control types that are used in the Classic client. The unsupported controls are the following:

MatrixBox
Shape

You cannot map these controls in the Classic client to controls in the RoleTailored client. If a form contains one of these types of controls, then it will not transform. Matrix forms are examples of forms that use these types of controls. You must start at the beginning and design a new form.

Matrix-Like Layout

Certain controls, when used together, create a matrix-like layout. Although the individual controls are supported, the matrix-like layout will not transform successfully. You must redesign forms with a matrix-like layout.

New UX Guidelines

The RoleTailored client has new navigation principles and UX guidelines. This means that you must modify the behavior of some Classic client forms before they can be transformed, for example:

In the RoleTailored client, the user must always be able to move from a list place to a card.
In the RoleTailored client, Journal forms must connect to their respective batch lists
In the RoleTailored client, separate list forms must be created for each document type.

Some forms in the standard application were redesigned to new forms for UX improvements. The following table shows these forms.

Original form	Redesigned form	Description of change
Form 6512, Item Tracking Code Card	Form 9368, _Item Tracking Code Card	All check boxes are in one column.
Form 402, Sales Order Statistics	Form 9402, _Sales Order Statistics	The tables at the bottom of each tab were removed.
Form 403, Purchase Order Statistics	Form 9403, _Purchase Order Statistics	The tables at the bottom of each tab were removed.
Form 5914, Service Order Statistics	Form 9404, _Service Order Statistics	The tables at the bottom of each tab were removed.
Form 7002, Sales Prices	Form 9420, _Sales Prices	The Currency Code Filter drop-down list is moved to the General tab so that there is only one tab on the form instead of two.
Form 7004, Sales Line Discounts	9421, _Sales Line Discounts	The Currency Code Filter drop-down list is moved to the General tab so that there is only one tab on the form instead of two.

Several advanced confirmation forms in the standard application were redesigned so that they transform to pages successfully. The following table shows these forms.

Form ID	Form name
342	Check Availability
343	Check Credit Limit
476	Copy Tax Setup
511	Change Exchange Rate
579	Post Application
591	Payment Tolerance Warning
692	Import Style Sheet
695	Confirm Financial Void
722	BA Password Entry
802	Online Map Address Selector
5135	Customer Link
5136	Vendor Link
5137	Bank Account Link
5142	Save Segment Criteria
5526	Make Supply Orders
5985	Service Item Replacement
6002	Cancelled Allocation Reasons
6022	Reallocation Entry Reasons
6024	Reallocation Entry Reasons
6079	Contract Amount Distribution
6513	Enter Quantity to Create
6515	Enter Customized SN
8622	Company Setup
99000833	Check Prod. Order Status
99000882	Change Status on Prod. Order
99000884	Create Order From Sales
99000901	Check Date Conflict

Redesigned Forms in Microsoft Dynamics NAV 2009

Several forms in the Microsoft Dynamics NAV 2009 standard application have been redesigned. The following topics list the redesigned forms in the standard application:

The following topics describe how to redesign the various types of forms that cannot be successfully transformed:

You can use the information in these topics in the following ways:

If your forms have the same pattern as the forms in these topics, redesign your forms in the same manner.
If your forms do not have the same pattern as the forms in these topics, use the changes that are described to offer insight into alternative redesign solutions for your specific forms.