Select a template for... (form) [AX 2012]

Updated: February 16, 2011

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

Use this form to select a template to use for a new record. This form opens when you attempt to create a new record for a form that has record templates created for it. Use the Create template form to create a record template for a form.

NoteNote

You can only apply templates for the areas of Microsoft Dynamics AX that you have access to. However, all template titles are visible to all users. Make sure that you consider user permissions when you create template titles. For example, avoid using titles that include words like "commission" if not all users are supposed to know that some workers in the company are paid with a commission-based salary.

The following table provides descriptions for the controls in this form.

Field

Description

Name

The name of the template.

Image

An image that indicates if the template is a user-defined template or if it is a global template that can be used by all system users who can access the form.

Default template

Select this check box to make the selected template the default template for this form.

Description

The description of the template.

Do not ask again

Select this check box to keep this form from being displayed again when you create a new record for the active form. To show this form again, right-click in a field in the active form and select Record info > Show template selection.


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

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