The transformation process has two stages:

The following illustration shows the process of transforming forms to pages.

The topics in this section provide an overview of the steps that you need to take to transform forms to pages. The steps to transform forms are the following:

  1. Export your existing forms to an .xml source file. For more information, see How to: Create the Forms.xml Source File.

  2. (optional) Export the translation strings to a .txt file. For more information, see How to: Create the PageTranslations.txt File.

  3. Configure the log file settings and the input and output file locations. For more information, see Configuring the Microsoft.Dynamics.Nav.Tools.FormTransformation.exe.config File.

  4. Run the tool. For more information, see How to: Run the Form Transformation Tool.

  5. Review the log file. For more information, see Reviewing the Form Transformation Log Output File.

  6. If any forms did not transform successfully, then you may need to make changes to your source forms or to the input files and then retransform the forms. For more information, see How to: Retransform Forms.

  7. Import and compile the transformed pages. If any pages do not compile successfully, then you may need to make changes to your source forms or to the input files and then retransform the forms. For more information, see How to: Import, Compile, and Run Transformed Pages.

  8. Run the compiled pages in the RoleTailored client. If any pages do not look the way that you want them to look, then you may need to make changes to your source forms or to the input files and then retransform the forms. For more information, see How to: Run a Page.

  9. (optional) Transform the navigation pane in the Classic client to Departments in the RoleTailored client by transforming the MenuSuite object. For more information, see How to: Transform MenuSuite Objects.

See Also