Copy document handling notes in AX 2012

We’re developing a business process where every document is going to have attached notes – and these will often be the same. We’re really looking for some sort of template – but that isn’t available for simple plain text notes. So we’re going to use copy’n’paste. Notes can be copied from any external document – but it’s also easy to copy document handling notes from one document to another – there’s just one tiny wrinkle in the process.

First let’s setup a note. I’m using the item master, but this works for any document or main table:


Select your document handling note and select Functions > Copy:


Now the wrinkle: don’t close the Document handling form. Simply select another record in the list grid:


Functions > Paste is enabled. (If you close the Document handling form and then re-open it you’ll find that Functions > Paste isn’t enabled, which is a tad frustrating).

If you multi-select in the list grid then you can use Functions > Paste to all to make multiple copies of your note.

You may have noticed that there’s also a Functions > Lock option. What that does is lock the document handling form (not the attachments themselves). If you leave the Document handling form open when you select another record in the list grid you’ll notice that the document handling form shows you the attachments related to that new record – Functions > Lock stops that happening (so that you can refer to the notes attached to one record, while you are working on another record):


Again, the Lock is released when you close the Document handling form.

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