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How to: Customize FactBoxes

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You can add or remove FactBoxes in the FactBox pane with the Customize dialog box. You use FactBoxes to see information that relates to the record that you have selected in the list or opened in a task page. You can select which FactBoxes to display in your FactBox pane. You can also customize FactBoxes to display only the fields that you need.

Note

Depending on the setting in the UI Elements Removal field in the Microsoft Dynamics NAV Server Administration tool, only fields that you have permissions for will appear in the Customize window when you customize a FactBox. For more information, see How to: Specify How UI Elements Are Removed.

You can make multiple customizations of the same page based on different access points to the page. For example, you can customize that FactBoxes in the Sales Orders window look different when the window is opened from the Customer Card window than when it is opened from your Role Center. The point from which you access the page to be customized is recorded in that specific page customization. Accordingly, there may be multiple customization records for the same page under your logon, as you can see in the Delete User Personalization window.

Customizing the FactBox Pane

To start customizing a FactBox Pane

  1. On the Application menu Microsoft Dynamics NAV Application menu, select Customize, and then choose Customize This Page.

  2. In the Customize <Page Name> dialog box, select FactBoxes.

To add FactBoxes

  1. Select the FactBox that you want to add to the FactBox pane in the Available FactBoxes box.

  2. Choose the Add button, and then choose the OK button.

To remove FactBoxes

  1. Select the FactBoxes in the Show FactBoxes in this order box.

  2. Choose the Remove button, and then choose the OK button.

To change the order of the FactBoxes

  • Select the FactBox that you want to move in the Show FactBoxes in this order box, and then choose the Move Up or Move Down buttons until it is positioned where you want it.

To restore default settings

  • Choose the Restore Defaults button, and then choose the OK button.

    Note

    All the FastBox Pane customization that you have ever made for this page under your current user logon or since you last used the Restore Defaults button are canceled. The FactBox Pane is reset to the default configuration for your profile. For more information, see How to: Cancel UI Personalization.

Customizing FactBoxes

To start customizing a FactBox

  1. Pause on the FactBox with the pointer until the ActionsAction Menu icon menu is displayed.

  2. Choose Actions, and then choose Customize.

To add fields to FactBoxes

  • Select the field that you want to add in the Available fields box, choose the Add button, and then choose the OK button.

To remove fields from FactBoxes

  • Select the field that you want to remove in the Fields shown box, and then choose the Remove button.

To restore default settings

  • In the Customize window, choose the Restore Defaults button, and then choose the OK button.

    Note

    All customization of FactBoxes that you have ever made for this page under your current user logon or since you last used the Restore Defaults button are canceled. The FactBoxes on the page are reset to the default configuration for your profile. For more information, see How to: Cancel UI Personalization.

See Also

Tasks

How to: Customize Ribbons
How to: Customize FastTabs
How to: Cancel UI Personalization

Reference

Personalize the User Interface

Concepts

Customize the User Interface
Working with Microsoft Dynamics NAV
Learn About the RoleTailored Design

Other Resources

How to: Specify How UI Elements Are Removed
Delete User Personalization