Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Edit Personal Product ...
Microsoft Dynamics AX (Archived)

Edit Personal Product Template.

(0) ShareShare
ReportReport
Posted on by PaulT 130

Has anyone been able to edit a personal product template?

We can edit shared templates via the Home-Area Page-Setup-Record Templates option.

I can delete a personal product template by opening up the "apply template" button from released products screen, selecting and using Alt-F9.

However, to date I have not found a way to amend a personal template.

Has anyone managed to do this?  Work around is to delete and recreate but I guess i'm missing an obvious way of amending them.

Thanks in advance.

Paul.

AX 2012, CU3

*This post is locked for comments

  • PaulT Profile Picture
    PaulT 130 on at
    RE: Edit Personal Product Template.

    Thanks for the prompt response Andre,  I appreciate your input on this.

    Knowing the personal templates are stored as usage data helps me understand the difference between them and shared templates and is also making me think shared templates may be a better option.

    My reasoning on preferring personal is that different areas of the business setup different types of item with little cross over so seemed better for people perfoming item setup to only see there own.

    Regards, Paul.

  • PaulT Profile Picture
    PaulT 130 on at
    RE: Edit Personal Product Template.

    Hello Martina,

    Thanks for the prompt response.

    I don't think this is actually amending the personal template.  For example if you subsequently change the "Product_Template" this will not reflect in the Template you have already created.

    You would need to delete the existing Personal template and recreate, again based on the item "Product_Template".

    Let me know if I am  not understanding this correctly.

    Regards,

    Paul.

  • Martina Bergamo Profile Picture
    Martina Bergamo 1,470 on at
    RE: Edit Personal Product Template.

    Hi Paul!

    Follow these steps:

    1) Create a "New Product" that you can use as template, for example Product_template

    2) In the list page find Product_template and edit them:

    Tab Product > New > Template > Create Personal Template

    The new template is generated based on Product_template.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    RE: Edit Personal Product Template.

    Hi Paul,

    Indeed it is not possible to edit a user created template. The design for system record templates and user templates is different.

    The system templates are stored in the table SysRecordTemplateTable whereas the user templates are stored within the SysLastValue (Usage data).

    Only solution from standard AX2012 at this time is the workaround as described in your question.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans