Create template (form) [AX 2012]

Updated: February 2, 2011

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

Open a record to use as a template for new records. Right-click in the form and select Record info. To create a template that is available to only you, click User template. To create a template that is available to all users who have permission to create a new record from the template that you are creating, click System template or Company accounts template.

Use this form to create new record templates, which can be used to help create specific types of records quickly. You can create record templates for only some of the record types in Microsoft Dynamics AX.

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




Type a name for the record template.


Type a description of the record template.

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