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Setting Forms to Automatically Open In Edit Mode

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

There are those people that are casual users of Dynamics AX that look through the data and occasionally update it, and there are those that are always updating and tweaking the data in the system. If you are in the latter of the two groups, then you probably hate going into a form and having to click on the Edit button so that you can change the data. It may be one click, but if you are doing it thousands of times a day, then this quickly starts becoming a chore. Luckily there is a simple option that you can change that will make it so that every time you go into a form, it will automatically start in edit mode.

With all the spare time that you just got, what on earth will you do with yourself.

How To Do It…

Click on the Files menu, select the Tools submenu, and then click on the Options menu item.

Within the General options, open up the Interface Options tab and change the Default Global View/Edit Mode to Edit.

When you are done, just click the Close button to exit the form.

How It Works…

Now whenever you open up a form, you will be in edit mode automatically and you don’t even have to click on the Edit button in the ribbon bar.

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