List Page in Navision

List Page in Navision

A list page displays content from a table in a list format. Most records is presented first in list places, one for each record type, such as Sales Orders, items, Cash Receipt journals, and Posted Sales Invoiced.

List places may be filtered by default configuration, for example: sales orders – Open will show list of outstanding sales order with “Open” status. User may set additional filter to limit the number of records shown in the list.
A list page contains of:
1. Ribbon
2. Filter pane
3. List
4. Sorting pane
5. FactBox pane

Double-click (or press ENTER) on a line in the List to open record in a new window in the default mode (EDIT, VIEW, or NEW) of that particular record, for example View mode if it is a posted document, and Edit mode if it is a Sales Order.

Filter PaneUse filters to display records with specified criteria of fields in a table.
Filter pane can be show or hide from the Application Menu > Customize > Customize This Page > Filter Pane
 
Single field filter can be specified in the Filter Pane, quick filter, for example:
To filter list of customer name that start with letter A.

In the quick filter 

select the field “Name” from the drop down list

Press F3 or click in the text box beside the field Name to enter the filter value “A” and press ENTER.

To clear the filter, press the X in the Quick Filter beside the Field Name.
To do more filter of more than one field, use the Advanced Filter function in the Filter Pane.

Press Shift + F3 to access the Advanced field filter (multi fields filter).
For example:

To filter customer name that starts with letter A and location code is Blue
Enter the filter value A in the quick filter for field Name.

Press Shift + F3 to open the Advanced filter, select Location Code from the drop down list.

Enter or choose “Blue” location in text box beside the Location Code and press ENTER.

To clear one of the advanced filter click on the “X” icon besides the filter.
To clear all filter applied to the list page, click on Actions tab in the ribbon and select “Clear Filter”

Or click on the Customers and select “Clear Filter”

FactBox on list places and page give user additional information about the selected record, for example: in the sales order, FactBox shows the customer bill to history which contains information like the outstanding balance, outstanding orders, etc.

Card Page
Card page in Navision contains of:
1. Ribbon
2. Expanded FastTab
3. Collapsed FastTab
4. FactBox pane

FastTabs organize data in separate groups on a page. FastTabs can be expanded or collapsed to control how much information to be viewed at one time by pressing on the small arrow on the far right of the band.


When the FastTab is expanded, more fields or information on the tab can be view by click on the small arrow beside the “Show More fields” located at the bottom right of the tab.

To show fewer fields in the tab, click on the small arrow located beside the “Show fewer fields” at the bottom right of the tab

Click on the View button in the Home tab Ribbon to make the card page for view only. Click on the Edit button in the Home tab Ribbon to edit the card page.

In a list page, click on the “Microsoft Excel” button at the ribbon to export the list to Excel.

Find Function in Navision

User can use the Find function to look for a specific record in a list.

For example: to look for customer Pilatus AG On the navigation pane, click Home and click Customers.

Press CTRL+F or click on Find in the Ribbon Action Tab to open the Find dialog box. In the “Find row where” field, click the drop-down arrow from the list and select Name In the “matches” field, type “pilatus”. The search function is not case-sensitive and searches the whole field.

The Find dialog indicates that one instance was found and the customer is automatically selected in the customer list. Click “Close” to close the Find dialog.

If the find result is more than one, user can click on the “Find Next” or “Find Previous” button to browse through the search result.