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Set a default template customer card
Hornsyld
Member Posts: 6
When creating a new customer you can use the template where you put in some fields and enter values which is great.
How can you apply this template as a default without going to the template, selecting and press ok. So i am able to just open up the customer card and the fields are filled with values from the template as default.
I know you can go in the customer table and use InitValue, but if the customer adds a field and value this wont apply, so looking for another solution.
What i have tried so far is opening the codeunit 8612 - Config. Template Management and copy some of the code and paste it into the customer page and then refactor the code so i would put hardcoded parameter in instead.
I wasn't able to make this work - Is there anyone who got a solution for this?
Thanks in advance,
How can you apply this template as a default without going to the template, selecting and press ok. So i am able to just open up the customer card and the fields are filled with values from the template as default.
I know you can go in the customer table and use InitValue, but if the customer adds a field and value this wont apply, so looking for another solution.
What i have tried so far is opening the codeunit 8612 - Config. Template Management and copy some of the code and paste it into the customer page and then refactor the code so i would put hardcoded parameter in instead.
I wasn't able to make this work - Is there anyone who got a solution for this?
Thanks in advance,
0