Record templates (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Home > Setup > Record templates.
Use this form to view and delete account templates for the active legal entity. You cannot create new templates in this form.
To display templates created for tables that are not specific to a legal entity, such as templates created from the User groups form, select the System record templates check box.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
View the list of tables that contain templates. |
|
Templates |
View the list of templates that were created for the selected table. |
Button
Button |
Description |
|---|---|
Edit |
Modify an existing accounts template or system template. |
Fields
Field |
Description |
|---|---|
System record templates |
Select the check box to display system templates. |
Reference table ID |
The table identification. |
Name of table |
Name of the table template. |
Allow blank |
Create records without using templates. |
Modified By |
The last user who modified the template. |
Modified date and time |
The last date when the template was modified. |
Name |
Enter a brief description of the transaction. |
Default template |
Select this check box to use this template as a default template when you create records. |
Description |
Enter details about the template. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).