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In Microsoft Dynamics 365 Business Central (Customisation), how do I… series and of the wider
In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.
As with pages, the FactBox can also be personalized. Whether the FactBox is on a list page or a card card, or any other type of page, the process of personalizing the FactBox is the same.
There are a few actions you can take to personalize the FactBox:
- Show or hide sections.
- Move sections.
- Add or remove fields from sections.
- Move fields.
To personalize the FactBox you need to click on the Settings cog button and then on Personalize:
To move a section, hover the mouse over it and left-click and hold on the red triangle at the top right of the box; left-clicking on the red triangle will also give the context menu which allows you to hide the section:
To move a field, hover over the field and left-click, hold and drag-and-drop the field to the desired location and release; you can remove a field by left-clicking and selecting Remove:
To add a field, click the Field button on the Personalizing bar; left-click and drag-and-drop the field from the Add Field to Page sidebar to the required location:
Some of the FactBoxes will have hidden sections on them without you taking any actions; whether that is the case or you want to restore a section yu’ve previously hidden, to show a hidden section, hover over it and click the red triangle at the top and then click Show:
You can also choose to clear personalizations for a section from the red triangle at the top right of a section or all persononalizations by using the Clear personalization button on the Personalizing bar.
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