How to set up User specific Favorite Information on pages

Favorite information in Business Central lets you control which data fields appear in the fact box for items, customers, vendors, and order documents. You set up the fields once per role, then attach the role to your users. The fact box updates automatically when users open the relevant pages.

You define up to 10 favorite fields per role. Each role links to a specific table, for example table 18 for customers or table 27 for items. You can create as many roles as you need for each table.

For each field you choose whether to show an information value, a description, or a value from the master data. You can also apply an information code filter, which is useful when the same measurement exists in different units and you want to display both.

What favorite information does in Business Central

Favorite information lets you decide which fields show up in the fact box when you work with items, customers, vendors, serial numbers, and order documents. Instead of every user seeing the same fixed set of fields, you define what is relevant per role and attach that role to the right users.

The configuration happens in the favorite information menu. Search for favorite information to open the page where all defined roles are listed together with the table each role relates to.

How roles and tables work together

Each favorite information role points to a specific table. For sales, for example, you might have two roles for customers, both pointing to the customer table (table 18). You could have one role for purchasers, two for items pointing to the item table (table 27), and one for serial number information.

You can add as many roles as you want. To create a new one, add a new record, give it a name such as Finance Item, and set the table it should use, for example table 27 for items. This is how you build a dedicated set of fields for a group of users who need their own view of the data.

Setting up the fields in favorite information setup

Once you have created a role, you define the individual fields in the favorite information setup. For each field you set:

• The information type you want to display
• A favorite number, which controls the order the fields appear in the fact box
• Whether to show an information value, the description, or the value from the master data

The favorite number runs from 1 to 10. You cannot add more than 10 fields per role, so the fact box stays focused on what matters for that role.

When you choose information value, you then select the information code you want to display, for example a chain relation if that exists on items. You can also add an information code filter, which is useful when you pick value or description.

Displaying the same measurement in different units

The information code filter is helpful when the same measurement exists in more than one unit. Say you store wheel diameter both in inches and in centimeters and you want both visible in the fact box. You define one field as value with the wheel diameter in inches and another field as value with the wheel diameter in centimeters. Assign them to favorite numbers two and three, and both appear side by side.

Attaching roles to users

After you have defined a role such as Finance Item, you attach it to your users in the user setup. Open the favorite user setup and assign the relevant role for each information type.

For example, a single user can be attached to one role for customers, another role for items, and a third for serial numbers. So you might have sales for customers, planner for items, and quality control for serial numbers, all on the same user. Other users can be attached to different roles for the same information types.

The user attachment determines exactly what each person sees in the fact box. Once the roles are assigned, the fact box updates automatically when users open the different pages, with no further action needed.

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