Use this form to select a template for creating new records. Templates are an efficient method for creating new records, such as vendors, customers, and bank accounts.

Note Note

Users can only apply templates for the parts of Microsoft Dynamics AX that they have access to. However, all template titles are visible when a user creates a new record. Make sure that you consider user permissions when you are creating template titles. For example, avoid using titles that include words like "commission" if not all users are supposed to know that some employees in the company are paid with a commission-based salary.


Tasks that use this form

Disable the Template Selection Dialog Box in the Microsoft Dynamics AX SDK.

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

Field

Description

Name of the template.

Description of the template.

Select the check box to use the template as default when you are creating records from the code.

Select the check box to disable the template dialog box.

See Also