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How to Navigate from a field to a list

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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics

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Presenter: Christina Fausbøll, Product Manager

How to navigate a look-up on all fields in Business Central?

You can navigate a look-up on all fields in Business Central that have an arrow down.

This is what happens in the video

Business Central lets you look up values on any field that shows a drop-down arrow. You can pick a value directly from the short list, open the full list from where the values are defined, or open the underlying card if you need more detail before making your choice. This guide shows you how to use each of these options on a sales order.

Looking up values on fields with a drop-down arrow

Any field in Business Central that has an arrow pointing down can be looked up. When you click the arrow, you see a short list of available values. For many fields, like the Currency Code, this short list is enough to find what you need.

Opening the full list with Select from full list

If you want to see the complete list as it appears where the values are defined, click Select from full list. This shows you the same view you would get if you opened the list directly, for example the full Currency Code list. It gives you the complete overview rather than the shortened version shown in the drop-down.

Opening the card with View when you need more detail

Sometimes the information you need to make your choice is not shown in the list view. In that case, click View to open the card for the record. The card gives you the full set of details, so you can confirm you are selecting the right value.

Returning to your sales order

When you are done looking up the value, you can get back to your sales order in two ways. Either click the back arrow, or press Escape on your keyboard. Both take you straight back to where you started.

Q&A

Which fields in Business Central can you look up?

You can look up any field that shows a drop-down arrow. Clicking the arrow gives you a short list of available values.

How do you see the complete list of values for a field?

Click Select from full list. This opens the same view you would get by opening the list directly from where the values are defined, giving you the complete list instead of the shortened drop-down.

What do you do if the list does not show the information you need?

Click View to open the card for the record. The card shows the full set of details, so you can confirm you are choosing the right value.

How do you return to the sales order after a look-up?

Click the back arrow or press Escape on your keyboard. Both take you back to the sales order.

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