You’re offline. This is a read only version of the page.
When creating a new customer you can use the template where you put in some fields and enter values which is great.
How can you apply this template as a default without going to the template, selecting and press ok. So i am able to just open up the customer card and the fields are filled with values from the template as default.
I know you can go in the customer table and use InitValue, but if the customer adds a field and value this wont apply, so looking for another solution.
What i have tried so far is opening the codeunit 8612 - Config. Template Management and copy some of the code and paste it into the customer page and then refactor the code so i would put hardcoded parameter that would use the template i want instead.
I wasn't able to make this work - Is there anyone who got a solution for this?
Thanks in advance,
*This post is locked for comments
Thats what i tried from the start, but could not get the code to work.
ok, means you do not need an empty customer card anymore.
for that edit page customer card and write the code into trigger No.-OnValidate, where you load the values from the template into the new created customer, followed by a currentpage.update.
I dont understand why i need another actionbutton because I was looking for a solution where I skip the process of clicking the a button.
Why not just write the code in the customer card page as written above where the values is set from the template on new customer?
I just had problem with completing writing the code, got stuck at something with the RecRef.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,151
Super User 2024 Season 2
#2
Martin Dráb
229,993
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (