Feature Overview
Favorite Information in FactBox provides quick access to a curated set of specifications directly on a master data card, without opening the full Information Setup page. A FactBox panel appears alongside the card showing only the specifications that have been designated as favourites — making the most important attributes immediately visible at a glance.
The FactBox displays up to 10 specification slots, each configured independently. Each slot shows the value of a specific Information Code for the current record. Slots are configured per favourite group, and a user's active group is determined by the Favorite User Setup.
The Table field on the Favourite Information record accepts any BC table — it is not limited to a hardcoded list. In practice the FactBox is used most commonly for Items, Customers, and Vendors, but it works for any table where Information Codes have been configured: Lot No. Information, Serial No. Information, Package No. Information, Fixed Assets, G/L Accounts, or any other. The FactBox attaches to the standard BC card page for the relevant entity whenever MDI is active for that table.
Each slot in the favourite group setup has three configuration options beyond the basic Information Code selection:
Information Code Type filters the lookup to show only codes of a specific subtype — Specification, Text, or File. This lets you restrict a slot to text-type codes or file-type codes rather than mixing all subtypes. Changing this field clears the Information Code selection and any filter on that slot.
Show Caption controls whether the field label is displayed next to the value in the FactBox. When enabled (the default), the caption and value appear together. When disabled, only the value is shown — useful when space is limited or when the value is self-explanatory without a label.
Information Code Filters is a filter on the Information Value for this slot. When set, the slot only displays a value if the Information Value on the specification matches this filter. This allows conditional display — for example, a slot can be configured to show the Hazard classification only when its value is FLAMMABLE, hiding the slot for records where the value is NONE. Standard BC filter syntax applies.
The feature has two configuration layers. A Favorite Information record defines a named group (a "favourite group") for a specific table. Within each group, a Favorite Information Setup specifies which Information Codes fill each of the 10 slots. A separate Favorite User Setup allows individual users to select which favourite group they want to see for each table — so different users or roles can have different FactBox configurations without affecting anyone else.
Key Facts
| Area | Detail |
|---|---|
| Where to set up | Favorite Information page; Favorite Information Setup (per group, per slot); Favorite User Setup (per user per table) |
| Supported tables | Any table with Information Code configuration — most commonly Item, Customer, Vendor, but also Lot/Serial/Package No. Information, Fixed Asset, G/L Account, and others |
| Slots per group | Up to 10 per favourite group |
| Information Code Type | Filters the slot's code lookup to Specification, Text, or File subtype only |
| Show Caption | Controls whether the field label is shown alongside the value (default: enabled) |
| Information Code Filters | BC filter syntax applied to the Information Value — slot only shows when the value matches |
| Integration points | Information Codes, Information Values, Specification Entry |
Getting Started
- Open Favorite Information from the Master Data Information navigation.
- Choose New to create a favourite group. Enter a Favorite Code (e.g.
ITEM-KEY), a Description (e.g.Key Item Attributes), and set the Table to the entity type (e.g. select Item via the lookup). - With the group selected, choose the Favorite Information Setup action.
- Add one line per slot (up to 10). For each line:
- Set Favorite Number (1–10) — the position in the FactBox.
- Optionally set Information Code Type to restrict the lookup to a specific subtype.
- Set Information Code Selection to the Information Code to display in this slot.
- Optionally set Information Code Filters to only show this slot when the value matches a filter.
- Set Show Caption to control whether the field label is shown (enabled by default).
- Save and close.
- To assign this group to a user, choose the User Favorite Information action from the Favorite Information Setup page.
- Add a line for the user: set the User ID and link it to the Favorite Code you created.
- Open the relevant card (e.g. an Item Card) — the Favorite Information FactBox will display the configured slots.
Related Features
Favorite Information in FactBox depends on Information Codes — only codes that exist can be added to a favourite group. The Information Code Type filter on each slot corresponds to the Subtype field on the Information Code Card. The values displayed in the FactBox are the same Information Entry records shown on the full Specification Entry (Information Setup) page; the FactBox is a filtered, read-optimised view of the same data. Clicking a value in the FactBox opens the Information Setup page filtered to that entry, allowing the user to edit or view the full specification without navigating away from the card.
User Stories
US-01: Configure a favourite group showing key item specifications
As a IT Manager
I want to create a favourite group for items that shows the Colour, Material, and Weight specifications in the FactBox
So that users can see the most important attributes at a glance without opening the full specification page
Setup:
- Open Favorite Information and create a new group: Favorite Code =
ITEM-KEY, Table = Item. - Open Favorite Information Setup and add lines:
- Favorite Number 1: Information Code =
COLOUR, Show Caption = enabled. - Favorite Number 2: Information Code =
MATERIAL, Show Caption = enabled. - Favorite Number 3: Information Code =
WEIGHT, Show Caption = enabled.
- Favorite Number 1: Information Code =
- Save.
US-02: Assign a favourite group to a specific user
As a IT Manager
I want to assign the "Key Item Attributes" favourite group to the purchasing team users
So that when they open an Item Card, they see the relevant purchasing attributes in the FactBox
Setup:
- Open Favorite Information and select the
ITEM-KEYgroup. - Open Favorite Information Setup and choose User Favorite Information.
- Add a line for each purchasing user: set the User ID and link to
ITEM-KEY. - Save. Each user will now see the configured FactBox when opening an Item Card.
US-03: Create separate favourite groups for different teams
As a IT Manager
I want to configure one favourite group for sales users (showing commercial attributes) and a separate one for production users (showing technical attributes)
So that each team sees only the specifications relevant to their work
Setup:
- Create favourite group
ITEM-SALESfor the Item table: slots forCOLOUR,STYLE,SEASON. - Create favourite group
ITEM-PRODfor the Item table: slots forMATERIAL,WEIGHT,TOLERANCE. - Assign
ITEM-SALESto sales users andITEM-PRODto production users via User Favorite Information.
US-04: Show a value without a caption to save space
As a IT Manager
I want to configure the Hazard Classification slot to show only the value, not the label
So that the FactBox is more compact on the Item Card
Setup:
- Open Favorite Information Setup for the relevant group.
- Find the Hazard Classification slot and set Show Caption = disabled.
- Save. The slot now shows only the value with no label.
US-05: Configure a slot to only show when a specific value is set
As a Business Manager
I want to configure a FactBox slot that shows the Hazard Note specification only when the Hazard Classification is "Flammable"
So that the slot stays hidden for items with no relevant hazard and only appears when the classification warrants it
Setup:
- Open Favorite Information Setup and add a line for the
HAZARD-NOTEInformation Code. - In the Information Code Filters field, enter
FLAMMABLE(or the relevant Information Value code). - Save. The slot is now only visible for records where the Hazard Classification value matches
FLAMMABLE.
US-06: Restrict a slot to only show Text-type attributes
As a IT Manager
I want to configure a FactBox slot that only allows selecting Text-subtype Information Codes
So that the slot is dedicated to showing longer descriptive text rather than a short specification value
Setup:
- Open Favorite Information Setup and add a new line.
- Set Information Code Type = Text.
- The lookup in Information Code Selection will now only show codes with Subtype = Text.
- Select the relevant text code and save.
US-07: Configure a favourite group for Lot No. Information
As a Quality Manager
I want to configure a FactBox group for Lot No. Information records showing quality control specifications
So that quality staff see key lot attributes directly on the Lot No. Information Card
Setup:
- Open Favorite Information and create a new group: Favorite Code =
LOT-QC, Table = Lot No. Information (select from the table lookup). - Open Favorite Information Setup and add slots for the relevant quality-related Information Codes configured for lot numbers.
- Assign the group to quality users via User Favorite Information.
Note: The Favorite Information feature works for any table where Information Codes are configured — not only Items, Customers, and Vendors. The Table field accepts any BC table via the standard object lookup.
Field Reference
Favorite Information (group header) fields:
| Field | Where to find it | What it does | Default |
|---|---|---|---|
| Favorite Code | Favorite Information page | Unique code identifying this favourite group | — |
| Description | Favorite Information page | Display name for the group | — |
| Table | Favorite Information page | The BC table this group applies to. Accepts any table via the object lookup — not restricted to a fixed list | — |
Favorite Information Setup (per slot) fields:
| Field | Where to find it | What it does | Default |
|---|---|---|---|
| Favorite Code | Favorite Information Setup page | The group this slot belongs to | — |
| Favorite Number | Favorite Information Setup page | The slot position in the FactBox (1–10) | — |
| Information Code Type | Favorite Information Setup page | Filters the Information Code Selection lookup to a specific subtype: Specification, Text, or File. Changing this field clears the code selection and any filter | Blank (all subtypes) |
| Information Code Selection | Favorite Information Setup page | The Information Code to display in this slot | — |
| Information Code Filters | Favorite Information Setup page | BC filter syntax applied to the Information Value. When set, the slot only shows when the specification's value matches this filter. Cleared when Information Code Selection changes | Blank |
| Show Caption | Favorite Information Setup page | When enabled, the field label is shown alongside the value. When disabled, only the value is shown — no label | Enabled |