How to: Create a FactBox to Display Customer Data

Note

This procedure describes how to create a FactBox by using the page wizard, which is only available in Microsoft Dynamics NAV 2009 SP1. For information on how to create a FactBox in Microsoft Dynamics NAV 2009, see Developer and IT Pro Help for Microsoft Dynamics NAV 2009.

A FactBox displays additional information to the user in a pane located on the right of the main page display area.

There are three types of FactBoxes:

  • Page part

  • System part

  • Chart part

For example, on the customer list page you can see four FactBoxes: Customer Sales History - Sell-to Customer, Customer Statistics - Bill-to Customer, Links, and Notes. The first two are page parts based on existing pages. Links and Notes are system parts that are predefined. Other available system parts are Outlook, MyNotes, and Record Links.

FactBoxes can be used with the following page types:

  • Card

  • List

  • Document

  • Worksheet

  • List Plus

  • Navigate

If users do not want to see information displayed in a FactBox, they can collapse the control or hide it. FactBoxes can be hidden or customized to show more or fewer fields, using the customize dialogs.

A FactBox is also a page, so you must first create it in Page Designer, allocate it a source table, and then link it to a page where you want it to appear.

A business user, such as the order processor, can benefit from having additional FactBoxes on a page. For example, when the order processor uses page 22, the Customer list page, it would be useful to see information such as Outstanding Orders when different customers are selected in the list. You can do this by creating a Customer Orders FactBox that only displays specific fields from the Customer table related to outstanding customer orders.

Creating a FactBox to Display Outstanding Customer Orders

To create a FactBox to display outstanding customer orders

  1. In the Classic client, on the Tools menu, click Object Designer.

  2. In Object Designer, click Page, and then click New. The New Page dialog box appears.

  3. Click Create page using wizard, and then click CardPart from the list.

  4. To associate the page with the Customer table, in the Table text box, click the AssistButton, select table 18, and then click OK.

  5. Click OK to continue the wizard.

  6. On the Card Part Page Wizard dialog box, use the arrow keys to move the following fields from Available Fields list to the Field Order list:

    • Outstanding Orders (LCY)

    • Shipped Not Invoiced (LCY)

  7. Click Finish.

    The new page appears in Page Designer.

  8. Save the page. On the File menu, click Save As. The Save As dialog box appears.

  9. Under ID, enter the page ID. Pages use the same ID range as forms.

  10. Under Name, enter Customer Orders Fact Box.

  11. Click OK. Your page is saved.

  12. To run your page, in Object Designer, select the page, and then click Run. The RoleTailored client opens and displays your new FactBox page.

See Also

Tasks

Walkthrough: Adding a FactBox to the Customer List Page
Page Designer Troubleshooting