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Displaying and Organizing Data with Pages

In Microsoft Dynamics NAV 2016, pages are the main way to display and organize data. Pages offer a visual experience closely aligned to Microsoft Office and Windows.

In the Windows client, every user has a Role Center page, customized to the individual needs and tasks that each user performs. Other types of pages, such as list pages might display lists of customers or sales orders, whereas others such as document pages focus on user tasks.

The following page types are available:

  • Card
  • List
  • Role Center
  • Card Part
  • List Part
  • Document
  • Worksheet
  • Confirmation Dialog
  • List Plus
  • Navigate Page (Wizard)
  • Standard Dialog

List Page

A list page displays content from a table in a list format. List pages can be displayed as list places (as part of the navigation layer) or in task pages. Most records in the database are presented first in list places, one for each record type, such as Sales Orders, Items, Cash Receipt Journals, and Posted Sales Shipments.

List places may be filtered by default configuration, such as Sales Orders, Partially Shipped, and you can set your own filters to limit the number of records shown.

A List page has the following components:

If you double-click (or press enter) on a line in the list, the record opens in a new window in the default mode (Edit, View, or New) of that particular record, for example View mode if it is a posted document.

Filter Pane

You use filters to display certain accounts, customers, entries, or other records by specifying criteria for fields in a table. You can use the filter pane on a page to specify a single field filter.

If you want to filter on more than one field, then you must use the Advanced Filter function on the filter pane. The filter pane in list pages can also be used to create Views at the navigation pane. When a filter is defined and you expect to use it again, you can streamline your work by using the Save View As function.

Card Page

You use a card page to view and edit one record or entity from a table. The card page displays selected fields from the table. An example of how to use a card page is for editing a customer.

Fast Tab

Fast Tabs organize data in separate groups on a page. You can expand and collapse Fast Tabs so that you can control how much information you see at one time. To expand or collapse a Fast Tab, click the small arrow on the far right of the band.

You can promote fields from a Fast Tab to show on the Fast Tab header when the band is collapsed. This enables you to view important summary information without expanding the Fast Tab.

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