Introduction to Microsoft Dynamics® AX 2012 – Client Workspace List Pages

List Pages

A List page is the first place an end-user should go to search and act on information. It is optimized to view and search through a list of records.

The components of a list page are as follows:

Grid:  displays a list of records. It displays only a few of the most important fields for each record.

Filter pane:   used to enter search criteria. This filters the list in the grid to show only the records an end-user is interested in. The filter pane contains the quick filter bar and buttons for advanced filters.

Preview pane:  displays more fields about the selected record. This helps to make sure that you have selected the correct record in your search.

FactBox pane: displays more information about the selected record from related tables.

Action pane:  contains menu items that let you do typical tasks related to the selected record.

The following image is showing the graphical representation of the List page options:

Data in List pages

User regularly uses the full customer list. He uses various methods to view, sort, and filter data in the all customers list page.

  • Go to Accounts receivable > Common > Customers > All customers.
  • Click on the top of the column Customer account or right-click on the customer account and select Sort ascending.

  • Remove the sort by using either of these methods:
  1. Click the Remove Filter/Sort button in the advanced filter buttons.
  2. Press Ctrl-Shift-F3.
  3. Right-click and select Remove filter/sort.
  • Add a column with the customer group to the grid. Click the down arrow next on the button showing Customer account in the Quick filter and select More.
  • Expand Customers and select Customer group.

By selecting more the following popup will be shown

  • Click Add.
  • Close the Select fields form.
  • Show only customers who contain sun in the name. Type sun and select Name as the field to filter on. Press ENTER.
  • Click the Remove filter/sort button.
  • Select the customer group field on the record.
  • Click the Filter by selection button in the Advanced filter buttons or right-click and select Filter by selection.
  • Reset the form to remove customer group and return to the standard form layout. Right-click in the grid and then click Personalize.
  • Click the Reset button.
  • Close the Personalization form.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s