The RoleTailored client provides a customizable user interface
that you can modify to support the job functions of different work
roles in your organization. The RoleTailored client offers 21
predefined Role Centers. To be able to configure a Role Center, you
must be an administrator with the role SUPER. The difference
between configuration and personalization is that configuring a
Role Center changes the user interface for all users with the same
profile, whereas personalizing a Role Center only changes the user
interface for a single user.
Configuration tasks are typically performed by an administrator,
SUPER user, or Microsoft partner. This person configures the
Microsoft Dynamics NAV 2009 user interface (Role Center) to suit a
specific role, then assigns users to the Role Center.
About this Walkthrough
This walkthrough provides examples of how to configure the
existing Order Processor Role Center in Microsoft Dynamics NAV. The
walkthrough demonstrates how to:
-
Verify that you are the owner of a Role Center.
-
Open the RoleTailored client in configuration mode.
-
Configure the Actions pane.
-
Configure the FactBox pane.
Prerequisites
Before you can perform the steps in this walkthrough, you
must:
Verifying Ownership of a Role
Center
To be able to configure a Role Center, you must own the
associated profile.
To verify ownership of a Role
Center
-
Open the Classic client, then go to Administration,
expand the Application Setup node, and then click
RoleTailored Client, and open Profiles.
You could also perform this procedure on the RoleTailored
client.
-
Press F5 to display the complete list of profiles.
-
Double-click ORDER PROCESSOR to open the Sales Order
Processor profile card.
-
For the Owner ID field, click the Assist button
and select your login.
-
Click OK to close the window.
Opening the RoleTailored Client in
Configuration Mode
If you are the owner of the profile, you can open the
RoleTailored client in configuration mode for that profile. Changes
you make to a Role Center in configuration mode apply to all users
associated with the profile. You can undo changes for any UI
element using the Restore Defaults button in any dialog box.
To open the RoleTailored client in
configuration mode
-
Open a command line and change to the directory containing the
RoleTailored client executable. For example, type the following
command: cd c:\Program Files\Microsoft Dynamics
NAV\60\RoleTailored client.
-
Open the RoleTailored client in configuration mode by typing the
following command: Microsoft.Dynamics.Nav.Client.exe -configure
-profile:"order processor"
The RoleTailored client opens in configuration mode.
Configuring the Actions Pane
The Actions pane in the RoleTailored client is a dynamic pane
that changes according to which page is currently loaded. The
Actions pane for the Order Processor Role Center reflects actions
that are appropriate for a person in the order processor role. The
next procedure shows how to promote an action to the Process group
and add the status report to the Reports group.
To configure the Actions pane
-
In the RoleTailored client, click the Home tab to
go to the home page of the Order Processor Role Center.
-
In the Navigation pane, click Sales Orders to open the
Sales Order page.
-
In the top right corner, click the Customize button and
select Customize Action Pane.
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In the Customize window, select Action Pane.
-
In the Select a group or enter name of new group field,
select Process.
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Under Available commands, expand Actions, select
Notes, and then click the Add>> button.
-
Click OK to save and close the window.
Configuring the FactBox Pane
FactBoxes are smaller windows that contain information related
to the current main window. They appear at the far right of the
page. The procedure below demonstrates how to add FactBoxes to the
FactBox pane. The FactBoxes that are available for adding vary
according to what has been linked to the page using the Object
Designer in the Classic client.
To configure the FactBox pane
-
In the Home navigation pane, click Sales Orders to open
the Sales Order page.
-
In the top right corner, click the Customize button and
select Customize Action Pane.
-
In the Customize window on the left, select
FactBoxes.
-
From the Available FactBoxes pane, select Links
and click the Add>> button.
-
Click OK to save and close the window.
Next Steps
In this walkthrough you have configured the Actions menu and the
FactBox pane for the Order Processor Role Center. These are just
two options you have for changing the user interface of a role
center to better fit a specific profile in your company.
All users of the profile see these changes. If there is a need
for more specific user settings and changes, each individual of the
Role Center can personalize their view by adding or removing
functionality that they use often or less frequently. For more
information, see Walkthrough:
Personalizing the Order Processor Role Center.
See Also