BC - Personalizing your Workspace
Business Central and prior versions have always been user friendly. The user interface experience has always been designed to be similar to other productivity applications that Microsoft has to offer, for example, Outlook.
One of the most staple features about Microsoft’s Dynamics application when they released the Role Tailored Client, was the ability to personalize it. Well, this feature carried over to Business Central. One of the whispers I’ve heard when Microsoft announcement of moving Dynamics NAV to Business Central it was how would retain the capabilities of personalizing your workspace and pages. There were certainly some limitations in the early stages including performance problems, etc. Well now, you can fully personalize your workspace, pages, list, card, etc. within Business Central without the need for a Developer.
From any page or menu in Business Central, you can be in personalization mode by navigating to the settings menu by clicking on the gear icon located at the top of the page.
A grey bar should pop up notifying you that you are personalizing the current page. You can make changes to the current page or if you need to add or remove pages, you can click “More”, extending the grey bar and a side column with available fields for that page. Keep in mind that the fields available are only what is on that page object. This means there may be MORE table fields, but only certain fields are visible for that page to choose from.
From the sample, let’s say you need to see “Payment Terms Code” for each sales order from the list. You can click on the +Field button, giving you available fields to choose from. Scroll through until you find the field you need and drag it anywhere between the columns and arrange it to your liking.
You can also see other options by clicking on the ‘red’ triangle, allowing the user to Freeze Pane, Move, hide, and Exclude from Quick Entry.
The samples above are for a list page, now let’s navigate to a specific record. Drill down into a Sales Order which will open the Sales Order record.
From the record, you can move any of the fields to achieve workflow efficiency.
By moving fields in specific order, just a simple drag of the field is all it takes. You can also “Hide” fields by clicking on the red triangle and click “Hide” or drag it back to the field list column.
Once you’ve made your personalization to meet your workflow requirements and efficiencies, you can click “Done” at the top grey bar. This would retain all your personalization that you’ve made, specific to you without affecting anyone else. Now if you want to create the same look and field for everyone else in your organization, that is covered under the Profile personalization in which we will cover in the near future.
If you have any questions or comments, leave a comment below! Thank you and have a wonderful day!
