You can add or remove FactBoxes in the FactBox pane with the Customise dialogue box. You use FactBoxes to see information that relates to the record that you have selected in the list or opened in a task page. You can select which FactBoxes to display in your FactBox pane. You can also customise FactBoxes to display only the fields that you need.

Note
Depending on the setting in the UI Elements Removal field in the Microsoft Dynamics NAV Server Administration tool, only fields that you have permissions for will appear in the Customise window when you customise a FactBox. For more information, see How to: Specify How UI Elements Are Removed.

You can make multiple customisations of the same page based on different access points to the page. For example, you can customise that FactBoxes in the Sales Orders window look different when the window is opened from the Customer Card window than when it is opened from your Role Centre. The point from which you access the page to be customised is recorded in that specific page customisation. Accordingly, there may be multiple customisation records for the same page under your logon, as you can see in the Delete User Personalisation window.

Customising the FactBox Pane

To start customising a FactBox Pane

  1. On the Application menu Microsoft Dynamics NAV Application menu, select Customise, and then choose Customise This Page.

  2. In the Customise <Page Name> dialogue box, select FactBoxes.

To add FactBoxes

  1. Select the FactBox that you want to add to the FactBox pane in the Available FactBoxes box.

  2. Choose the Add button, and then choose the OK button.

To remove FactBoxes

  1. Select the FactBoxes in the Show FactBoxes in this order box.

  2. Choose the Remove button, and then choose the OK button.

To change the order of the FactBoxes

  • Select the FactBox that you want to move in the Show FactBoxes in this order box, and then choose the Move Up or Move Down buttons until it is positioned where you want it.

To restore default settings

  • Choose the Restore Defaults button, and then choose the OK button.

    Note
    All the FastBox Pane customisation that you have ever made for this page under your current user logon or since you last used the Restore Defaults button are cancelled. The FactBox Pane is reset to the default configuration for your profile. For more information, see How to: Cancel UI Personalisation.

Customising FactBoxes

To start customising a FactBox

  1. Pause on the FactBox with the pointer until the ActionsAction Menu icon menu is displayed.

  2. Choose Actions, and then choose Customise.

To add fields to FactBoxes

  • Select the field that you want to add in the Available fields box, choose the Add button, and then choose the OK button.

To remove fields from FactBoxes

  • Select the field that you want to remove in the Fields shown box, and then choose the Remove button.

To restore default settings

  • In the Customise window, choose the Restore Defaults button, and then choose the OK button.

    Note
    All customisation of FactBoxes that you have ever made for this page under your current user logon or since you last used the Restore Defaults button are cancelled. The FactBoxes on the page are reset to the default configuration for your profile. For more information, see How to: Cancel UI Personalisation.

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