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List pages [AX 2012]

Updated: November 19, 2010

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

List pages can help reduce the time that it takes to complete some daily tasks in Microsoft Dynamics AX. You can use list pages to view a list of similar records, select a record, and then perform actions against that record.

There are two types of list pages: primary and secondary. Primary list pages display a set of records, and secondary list pages display a subset of those records. You must have security access to a primary list page to view the secondary list pages that are based on it.

For example, listed below are some of the list pages in Microsoft Dynamics AX:

  • Customers (Click Accounts receivable > Common > Customers > All customers.)

  • Main accounts (Click General ledger > Common > Main accounts.)

  • Workers (Click Human resources > Common > Workers > Workers.)

The following information describes some of the elements that are on list pages.

The Action Pane is divided into groups that contain action buttons. You can use the buttons on the Action Pane to create new records, perform actions against a selected record, and open forms to display more information about a record.

The buttons that are displayed on an Action Pane depend on which list is displayed, your personal settings for the list, and your security access.

A grid displays the records that make up a list page. To sort records, click any of the columns and select the columns to display in the grid.

The preview pane displays information that is related to a selected record. The type of information that is displayed depends on the type of record that you selected.

NoteNote

A preview pane is not available for all list pages.

Use the filter pane to limit the data on a list page so that only the records that meet the filter conditions are displayed.

NoteNote

Additional filter fields might be displayed on the filter pane for some list pages.

The FactBox pane displays information that is relevant to a selected record in the list page. Some FactBoxes display numbers, links to other forms, or graphs that represent data for a record. For example, the Customers list page has a Recent activity FactBox that displays the last invoice amount and the last payment amount for a selected customer.

By default, some list pages have more FactBoxes available than those that are displayed. Click the View button in the upper-right corner of the application workspace and then select FactBoxes to see a list of the available FactBoxes for the list page that you are currently viewing.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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