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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Christina Fausbøll, Product Manager

This is what happens in the video

In Business Central you can click your way from a summary number directly to the underlying records. The blue fields on cards like the customer card and item card are called flow fields, and they act as live links into the detailed data behind them.

If you click the Balance (LCY) field on a customer card, you open the customer ledger entries that make up that balance. On an item card, clicking the quantity on sales orders opens the full list of sales orders containing that item.

Flow fields are not editable on their own. They calculate their value from the records below them, so the number you see always reflects the current detail.

What flow fields are in Business Central

When you look at a customer card in Business Central, you will notice that some fields are blue. You see them both in the direct fields on the card and out in the fact box on the right side. These blue fields are called flow fields.

A flow field does not store a value of its own. Instead, it calculates and displays a value based on the information that sits below it, such as ledger entries or document lines. The blue colour tells you the field is clickable and that it links to that underlying data.

How to navigate from a flow field to the underlying data

When you click a flow field, Business Central takes you to the records that make up the number. The field drills down into the detailed information behind it.

For example, on the customer card you can click the Balance (LCY) field. This opens all the customer ledger entries for that customer, so you can see exactly which transactions add up to the balance shown.

Using flow fields on the item card

The same principle applies on the item card. From an item card you can see, for instance, how many units of the item are tied up on sales orders.

If you click that number, you get the full list of all the sales orders where the item has been entered. This makes it easy to go from a single aggregated figure straight to the documents behind it, without searching through reports or lists manually.

Q&A

What are flow fields in Business Central?

Flow fields are the blue fields on cards such as the customer card and item card. They do not store a value themselves but calculate it from the underlying records, and you can click them to navigate to that detailed data.

What happens when you click the Balance (LCY) field on a customer card?

Clicking the Balance (LCY) field opens all the customer ledger entries for that customer, showing the transactions that make up the balance.

How do you see which sales orders contain a specific item?

On the item card, click the field showing the quantity on sales orders. Business Central opens the full list of sales orders where that item has been entered.

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