How to: Customize FastTabs

FastTabs help organize information about pages into simple, manageable groups. You can customize FastTabs on pages so that they support your workflow. For example, you may want to show fewer FastTabs or hide specific fields on FastTabs. You can also promote the most important fields to be included in the FastTab headers when the FastTabs are collapsed.

You can peform the following tasks to customize FastTabs on pages:

• Add or remove FastTabs.

• Add or remove fields from FastTabs.

• Show fields on collapsed FastTab headers.

• Hide fields on FastTabs.

Note

Depending on the setting in the UI Elements Removal field in the Microsoft Dynamics NAV Server Administration tool, only FastTabs and fields that you have permissions for will appear in the Customize window. 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 FastTabs 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.

To start customizing a FastTab

1. On a page with FastTabs, on the Application menu , select Customize, and then choose Customize This Page.

2. In the Customize <Page Name> dialog box, choose FastTabs.

To add a FastTab to a page

• In the Available FastTabs box, choose the Add button.

To remove a FastTab from a page

• In the Show FastTabs in this order box, select the FastTab that you want to remove, and then choose the Remove button.

To add a field to a FastTab

1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose CustomizeFastTab.

2. In the Fields shown field, select the field that you want to add, and then choose the Add button.

To remove a field from a FastTab

1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customize FastTab.

2. In the Fields shown box, select the field that you want to remove, and then choose the Remove button.

To show a field in a collapsed FastTab header

1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customize FastTab.

2. In the Fields shown box, select the field that you want to show in the collapsed FastTab header.

3. In the Importance list, select Promoted, and then choose the OK button.

Note

When you expand a FastTab, promoted fields are only shown in the FastTab and not in the header.

To hide a field on a FastTab

1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customize FastTab.

2. In the Fields shown box, select the field that you want to hide by default.

3. In the Importance list, choose Additional, and then choose the OK button.

Note

To view additional fields on a FastTab, expand the FastTab, and then choose Show more fields.

To mark a field as a Quick Entry field

1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customize FastTab.

2. In the Fields shown box, select the field that you want to mark as a Quick Entry field.

3. Select the Quick Entry check box.

Using the Enter key, the pointer jumps to the next field set to be a Quick Entry field.

To restore default settings

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

  Note

  All customization of FastTabs 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 layout of FastTabs on the page is 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 FactBoxes
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