There are several types of standard form in Microsoft Dynamics NAV.

Standard Forms

The following table lists the most common types of form and contains some examples of each type. A more detailed description of each type appears in the following sections.

Type Single Record/Multi-Record Examples

Card Form

Single Record

Customer Card

Vendor Card

Item Card

Statistics Form

Single Record

Customer Statistics

Vendor Statistics

Employee Statistics

Tabular Form Currencies

Multi-Record

Payment Terms

List Form

Multi-Record

Customer List

Item List

Item Ledger Entries

Worksheet Form

Multi-Record

General Journal

Cash Receipts Journal

Item Transfer Journal

Header Form, Line Form

Single Record and Multi-Record

Sales Invoice

Posted Purchase Credit Memo

Finance Charge Memo

Setup Form

Single Record

General Ledger Setup

Company Information

Sales & Receivables Setup

Card Forms

Card Form Characteristics

A card form lets you view and edit one record in a table at a time. A card form is used when there are too many fields and you want to view them all conveniently on only one line. Card forms always have tabs (like index tabs), which you can select to view different groups of fields.

Even if there are only a few fields, there is at least one General tab. The General tab is always first.

The table's primary key field is always the first field in the General tab. Tables that use card forms only have one field in the Primary Key.

Naming Card Forms

Card forms are named after the table with which they are associated, followed by the word "Card". For example, the card form associated with the Customer table is called the Customer Card. Card forms also have at least one menu button at the bottom of the frame. This button has the same name as the table that the card is based on and gives you access to related information.

Statistics Forms

Statistics Form Characteristics

A statistics form is a one-record form that enables you to view but not edit information. It usually contains FlowFields, which allow you to drill down to get to more information. Usually, a statistics form also contains calculated or derived information contained in variables, which cannot be drilled down.

Statistics forms can also contain tabs that help organize the information.

The table's primary key is only displayed in the form's title bar.

Naming Statistics Forms

Statistics forms are named after the table with which they are associated, followed by the word "Statistics". For example, the statistics form associated with the Customer table is called Customer Statistics.

Entry statistics forms are a special version of the statistics form. They are named after the table they are associated with, followed by the words "Entry Statistics". For example, the entry statistics form associated with the Customer table is called Customer Entry Statistics.

Tabular Forms

Tabular Form Characteristics

A tabular form is a multi-record form that enables you to view multiple records from a table and edit them. Each record is displayed as a single row in the tabular form and each field is displayed as a column, creating a table within the form itself.

The primary key of the associated table is displayed in the leftmost column. If there are multiple fields in the primary key, they are displayed in order of importance in the columns, starting from the left.

Naming Tabular Forms

Tabular forms are named after the table with which they are associated—only in plural. For example, the tabular form associated with the Country/Region table is called Countries/Regions.

In the case of associated tables that have multiple fields in the primary key, the name can be different. For example, the tabular form associated with the General Posting Setup table is called General Posting Setup.

List Forms

List Form Characteristics

A list form is a multi-record form that enables you to view multiple records from a table at one time, but does not allow you to edit them. It has the same rows-and-columns look as the tabular form.

The primary key fields of the associated table are displayed in the left column.

Naming List Forms

A naming list form is named after the table with which they are associated, followed by the word "List". For example, the list form associated with the Customer table is called Customer List.

The "Specialized" Ledger Form

A more specialized version of the list form is the Ledger Form. These are used only for Ledger Entry tables. They differ from ordinary list forms, in that although you cannot insert or delete records, you can edit a few of the fields. Also, the primary key is always an integer named "Entry No." and is displayed in the rightmost column rather than the leftmost column.

The ledger form is given the plural of the name of the associated table. For example, the ledger form associated with the Customer Ledger Entry table is called Customer Ledger Entries.

Worksheet Forms

Worksheet Form Characteristics

A worksheet form is a specialized version of the tabular form. It is a multi-record form that enables you to view multiple records from a table and edit them. The difference is that when you insert a new record, the record does not jump to another position within the form, but instead stays in the same order as you inserted it.

This is done by using the AutoSplitKey property of the form, combined with an integer, as the last field in the table's primary key.

The primary key fields of the associated table are not displayed on the worksheet form.

Naming Worksheet Forms

Worksheet forms are named to reflect the purpose of the associated table. One example is a Journal table. In this case, the name of the worksheet form will end with the word "Journal".

Header/Line Forms

Header/Line Form Characteristics

Many forms have the characteristics of both a card form and a tabular form, for example the Sales Invoice form.

The fields that are common to the entire invoice are located on a card-like form with tabs, showing one invoice at a time. However, the invoice lines display in a table-like section of the form, where multiple invoice lines (from the same invoice) can be viewed at the same time and edited. These are called "Header/Line" forms.

Header/Line forms are two separate forms that are associated with two different tables. The main form is a card form that is associated with one table. The main form also contains a subform control that displays a worksheet form that is associated with a different table, a table that is "subsidiary" to the first table. The subform control manages the link between the two forms.

Naming Header/Line Forms

In many cases, a Header/Line form represents a document.

In the previous example, the Sales Invoice form is the name of the document that it represents. In other cases, the name of the form will be whatever the name of the main form would have been without the subform.

For more information about these types of situations, see Designing Tables

Setup Forms

Setup Form Characteristics

A setup form is a one-record form that enables you to view and edit the only record in a setup table. You are not allowed to insert or delete this record from this form. Since there are many fields, these forms use tabs to organize the information.

Because there is only one record, the primary key is not displayed on this form.

Naming Setup Forms

Setup forms are named after the table with which they are associated. For example, the setup form associated with the General Ledger Setup table is called General Ledger Setup.

Menu Forms

Menu Form Characteristics

A menu form is a non-bound form (not related to any table) that gives you access to many of the other forms that are related to a functional area.

The form usually consists of command buttons or menu buttons. The buttons properties change so that they look basically like labels with small squares or triangles in front of the caption. The buttons still behave like normal buttons. The only difference is their appearance.

Naming Menu Forms

Menu forms are named after the functional area with which they are associated, followed by the word "Menu". For example, the menu form associated with the

General Ledger functional area is called General Ledger Menu.

Other Multi-Record Forms

There are other forms that let you view or edit multiple records at the same time. These include TrendScape forms and Matrix forms. These forms give you greater functionality, but do not impact on the main system architecture.

An example of a TrendScape form is the Contract Trendscape window.

An example of a Matrix form is the Budget window.

See Also