web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Set a default template...
Microsoft Dynamics NAV (Archived)

Set a default template customer card

(0) ShareShare
ReportReport
Posted on by Community Member

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

I have the same question (0)
  • keoma Profile Picture
    keoma 32,729 on at

    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.

  • Community Member Profile Picture
    Community Member on at

    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 Profile Picture
    keoma 32,729 on at

    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 Profile Picture
    Community Member on at

    Thats what i tried from the start, but could not get the code to work.

  • keoma Profile Picture
    keoma 32,729 on at

    please publish your code.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

#1
HoangNam Profile Picture

HoangNam 7

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans