-
- Search Criteria |
- Interpreted as... |
- Returns... |
-
-
- man |
- @*man* |
- All records that contain the text man and case insensitive. |
-
-
- se |
- @*se* |
- All records that contain the text se and case insensitive. |
-
-
- Man* |
- Starts with Man and case sensitive. |
- All records that start with the text Man. |
-
-
- 'man' |
- An exact text and case sensitive. |
- All records that match man exactly. |
-
-
- |
- Starts with and case insensitive. |
- All records that start with man. |
-
-
- @*man |
- Ends with and case insensitive. |
- All records that end with man. |
-
-
-
-> [!NOTE]
-> You cannot use a wildcard when filtering on enumeration fields, such as the **Status** field on sales orders. To enter a filter for this type of field, you can enter the numeric value as a filtering parameter. For example, in the **Status** field on a sales order that has the values **Open**, **Released**, **Pending Approval**, and **Pending Prepayment**, use the values **0**, **1**, **2**, and **3** to filter for these options.
-
-## Searching by using column Filters
-You can add a filter on one or more columns in a list. Filtering on columns is more flexible and enhanced than the Quick Filter.
-
-### To add a filter on a column
-1. Before you add a filter, choose ![Show as list](media/ui_show_as_list_icon.png "Show as list arrow left") icon to change to the list view.
-2. Choose the downwards arrow in the column heading, and then choose **Filter**.
-3. Do one of the following:
- - Choose *...* next to the box to select a value from a list.
- - Enter filter criteria in the box. See the next section for details.
-4. Choose the **OK** button.
-
-## Filter criteria and symbols
-When you enter criteria, you can use all the numbers and letters that you can normally use in the field. In addition, you can use special symbols to further filter the results. The following tables show the symbols which can be used in filters.
-
-> [!IMPORTANT]
-> There may be instances where field values contain these symbols and you want to filter on them. To do this, you must include the filter expression that contains the symbol in quotation marks (''). For example, if you want to filter on records that start with the text *S&R*, the filter expression is
- What do you want to do | How to do it |
- Move something, like a field, column in list, tile, or part | Point anywhere on what you want to move, and drag it to its new location. The location is indicated by either a thick horizontal or vertical line. |
- Remove something | Select the arrowhead, and choose Remove. |
- Add a field or column | In the Personalizing banner, choose More, and then choose Field. The Add Field to Page pane opens on the right. It lists the fields that you can add to the page. Fields marked as Placed are already on the page. Fields marked as Ready are not currently on the page. To add a field, drag it from the pane to the location that you want it. The location is indicated by either a thick horizontal or vertical line. |
- Change the freeze pane in a list to another column | Select the arrowhead of the column that you want as the last column of the freeze pane, and then choose Set Freeze Pane.
If you want to set the freeze pane back to its original designed location, select the arrowhead for the current freeze pane column, and choose Clear Freeze Pane. Note: You cannot remove original freeze pane. There will always be a freeze pane that includes at least one column. |
-
-
- > [!IMPORTANT]
- > You cannot make changes to a list if the list is shown as tiles. You must first switch the page to the list view by selecting the ![Show as list](media/ui_show_as_list_icon.png "Show as list arrow left") icon.
-
-5. You can continue to make changes on the same page or move to another page. Your changes are automatically saved as you make them. When you are done, in the **Personalizing** banner, choose **Done**.
-
-## Clearing Personalization to Change a Page Back to its Original Layout
-At some point, you might want to undo all the personalization changes that you have made to a page over time so that page looks like it did originally. To do this, in the **Personalizing** banner, choose **More**, and then **Clear personalization**.
-
-## Personalization in Detail
-To help you better understand personalization, here are some pointers.
-- When you make changes to a card page that you open from a list, the changes will take effect on all records that you open from that list. For example, let us say you open a specific customer from the **Customers list** window, and then personalize the page by adding a field. When you open other customers from the list, the field that you added will also be shown.
-- Changes that you make will take effect on all your Role Centers. For example, if you make a change to the Customer list when the Role Center is set to Business Manager, you will also see the change in the Customer list when Role Center is set to Sales Order Processor.
-- Changes to a page in a pane will take effect on the page where ever it is shown.
-- You can only add fields and columns from a predefined list, which is based on the page. You cannot create new ones.
-
-## See Also
-[Dynamics 365 Business Central](/dynamics365/business-central/)
-[Personalization Overview](ui-personalization-overview.md)
-[Managing Personalization](ui-personalization-manage.md)
-[Working with [!INCLUDE[navnow_md](includes/navnow_md.md)]](ui-work-product.md)
-[How to: Change the Role Center](change-role.md)
-[Configuring the User Interface (UI) for Users](admin-configure-user-interface.md)
diff --git a/dynamics-nav-app/ui-personalization-windows-client.md b/dynamics-nav-app/ui-personalization-windows-client.md
deleted file mode 100644
index 047f5f22..00000000
--- a/dynamics-nav-app/ui-personalization-windows-client.md
+++ /dev/null
@@ -1,368 +0,0 @@
----
-title: Personalizing Pages in the Dynamics Windows Client
-description: Learn how to customize the user interface to suit your way of working for the Dynamics Windows Client.
-author: jswymer
-ms.topic: article
-ms.devlang: na
-ms.tgt_pltfrm: na
-ms.workload: na
-ms.date: 07/26/2017
-ms.author: jswymer
-ms.prod: "dynamics-nav-2018"
----
-# Personalizing Your Workspace in the Dynamics Windows Client
-You can personalize, or customize, your workspace to suit your work and preferences by changing pages so that they display only the information you need, where you need it. The personalization changes that you make will only affect what you see, not what other users see. You can personalize many parts of the user interface (UI), including which actions to include on the ribbon, how fields are positioned on FastTabs or in FactBoxes, and which menu items to include in the navigation pane.
-
-> [!NOTE]
-> You can also personalize pages by using the [!INCLUDE[nav_web_md](includes/nav_web_md.md)]. To learn how personalization works between the two clients, see [Personalization Overview](ui-personalization-overview.md).
-
-## How to personalize your workspace
-You perform most of the personalization work by using the **Customize** feature, which you can access from practically all types of pages by doing the following:
-
-1. Open the page that you want to personalize.
-2. In the top left, choose the **Application** menu ![Application Menu button in menu bar](media/applicationmenuicon.png "ApplicationMenuIcon") icon, choose **Customize**, and then select one of the customization options.
-
-There are also some basic UI changes, such as adjusting the size of any window or expanding the width of columns, which you do directly on the page, outside of the **Customize** option.
-
-## General Information
-While customizing the UI, it is a good idea to keep these points in mind:
-
-- You can record multiple customizations of the same page based on different access points to the page. For example, the Sales Orders window can be customized to look different when it is opened from the Customer Card window than when it is opened from the Sales Order Processor Role Center. The point from which you access the page to be customized is recorded in that specific page customization. Accordingly, there may be multiple page-customization records in the database, as you can see in the **Delete User Personalization** window.
-
-- The application can be configured to show and hide user interface (UI) elements (such as fields, FatTabs, and FactBoxes)lbased on your license or permissions. You will only be able to view and customize elements fields that you have permission to.
-
-## Customizing Ribbons
-The ribbon provides you access to several actions. By customizing the ribbon, you can optimize it for your work processes and preferences. For example, if you frequently use the **Dimensions** window, you can add the **Dimensions** action to the **Process** actions group. You can also remove actions that you never use for better overview.
-
-You can perform the following tasks to customize ribbons on pages:
-
-- Add, rename, or remove tabs, groups, actions, and menus.
-- Change the order of actions.
-- Restore the ribbon to its default setting.
-
-### To customize a ribbon
-1. Open the page that you want to change.
-2. In the top left, choose the **Application** menu ![Application Menu button in menu bar](media/applicationmenuicon.png "ApplicationMenuIcon") icon, choose **Customize** , and then **Customize Ribbon**.
-
-The **Organize actions in the ribbon** dialog box is divvided into two panes. The **Available actions** pane lists all the actions that you can choose to add to the page. The **Show actions in this order** pane shows the structure of all the actions currently shown on the page.
-
-- Root-level items define tabs.
-
- - Second-level items define a group in a tab.
-
- - Third-level item define a menu of actions in a group
-
-### To add a group
-Select the tab under which you want the group, and then select **Create Group**. You cannot add a group under a menu.
-
-### To add a menu
-Select the group under which you want the menu, and then select **Create Menu**. You can only add a menu to a group or another menu.
-
-#### To add an action
-Select it in the **Available actions** pane, choose **Add** to add it to the **Show actions in this order** pane, then use the **Move Up** and **Move Down** buttons to place it where you want it.
-
-You cannot add an action to a tab; only to a group or menu.
-
-### Limitations and Recommendations
-Be aware of the following limitations when you customize the ribbon:
-
-- System tabs or groups such as **Home** or **New** cannot be moved or renamed. The position of some groups, such as **New Document** is fixed.
-- Actions or groups that have dynamic visibility cannot be added or removed.
-- You can only create menus inside groups, not inside tabs.
-- You can nest a menu within another menu, but this is not recommended.
-- If you see unexpected behavior with groups and actions after having customized the ribbon, do the following:
-
- 1. Empty, but do not delete, the group where the problem occurs.
- 2. Close the dialog using the **OK** button.
- 3. Open the dialog again and re-add the actions to the group.
-
-> [!IMPORTANT]
-> Any customization that alters the ribbon could affect the guidance provided in the [!INCLUDE[navnow_md](includes/navnow_md.md)] Help, because navigation steps in Help may refer to a different ribbon layout.
-
-## Customizing FastTabs
-FastTabs help organize information about pages into simple, manageable groups. You can customize FastTabs on pages so that they support your workflow. For example, you may want to show fewer FastTabs or hide specific fields on FastTabs. You can also promote the most important fields to be included in the FastTab headers when the FastTabs are collapsed.
-
-### To customize a FastTab
-
-1. Open the page that you want to change.
-2. Choose the **Application** menu ![Application Menu button in menu bar](media/applicationmenuicon.png "ApplicationMenuIcon") icon, select **Customize**, and then choose **Customize This Page**.
-3. In the **Customize \