Set a default template customer card

(0) Share

Report

Posted on by Community Member Microsoft Employee

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

All responses (5)

Answers (0)

keoma 32,675 on at

Like (1)

Report

RE: Set a default template customer card

please publish your code.
Community Member Microsoft Employee on at

Like (0)

Report

RE: Set a default template customer card

Thats what i tried from the start, but could not get the code to work.
keoma 32,675 on at

Like (0)

Report

RE: Set a default template customer card

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.
Community Member Microsoft Employee on at

Like (0)

Report

RE: Set a default template customer card

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.
keoma 32,675 on at

Like (0)

Report

RE: Set a default template customer card

create a new actionbutton in page customer list. write needed code to create a new customer, where you set the values from the template, then open this new customer with page customer card.