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Touring the RoleTailored Client Pages

Microsoft Dynamics Nav 2009

In Microsoft Dynamics NAV, pages replace forms as the main way to display and organize data in the RoleTailored client. You can create pages to offer users a visual experience that is closely aligned to Microsoft Office and Windows Vista. There are different page types that you use for different situations. The page type you choose depends on the application task you want to support, the content you want to display, and how you want to display it. For example, the Role Center page is the main page of the RoleTailored client and it displays when the RoleTailored client opens. The Role Center page is similar to a home page that helps users focus on their most important daily activities, by giving an overview of the information relevant to their tasks on one page. Other types of pages, such as List pages, display lists of customers or sales orders, while others such as Document task pages, focus on user tasks.

You create page objects in Page Designer of the Object Designer, similar to the way you save forms or other Microsoft Dynamics NAV objects. In the Page Designer, a page is basically an XML object composed of a number of XML elements that determine the layout and the page content. The following illustration shows an example of the Page Designer.

Page Designer overview

To add content to a page, you add containers that divide the page into separate areas which add different parts and content to the page. Each page type has a specific set of controls that can be used with that page type. For example, Cues can only be used on Role Center pages and FastTabs can only be used on Card and Document pages. The card page type shows a number of different controls used on one page type. It includes FastTabs, FactBoxes, Actions, and Action Pane controls.

For more information, see the following.

To See

Learn how to use the Page Designer to create pages

Creating and Maintaining Pages

The Role Center page is the main page of the RoleTailored client. You can customize the Role Center page for the individual user. The Role Center page provides the user with an overview of the day’s work, where the user can quickly access information and tasks on which to focus for the day.

RoleTailored client RoleCenter page type example

The Role Center page uses Cues and system parts, including My Notes, Outlook, and Recorder links.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Go through an example of how to create a Role Center page

Walkthrough: Creating a Role Center

Get more information about Cues

Cue

A Card page is used to view and edit one record or entity from a table. The Card page displays selected fields from the table. An example of using a Card page is for editing a customer.

RoleTailored client Card page example

You can group one or more fields in FastTabs. You can also include a FactBox that displays additional information about the record in the page.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Go through an example of how to create a card page

Walkthrough: Creating a Customer Card Page in Page Designer

Get more information about FactBoxes

FactBox

Get more information about FastTabs

FastTab

A Card Part page is used in a FactBox on another page to view or edit additional fields associated with a selected entity in the page. The following illustration shows an example of using a Card Part page on a List page that displays sales orders. In the FactBox on the right, a CardPart page displays details about the customer that placed the selected sales order.

RoleTailored client Card page example

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Go through an example of how to use a card part on a Role Center page

Walkthrough: Creating a Role Center

Go through an example of how to use a CardPart page in a FactBox

How to: Create a FactBox to Display Customer Data

Get more information about FactBoxes

FactBox

Get more information about FastTabs

FastTab

See a CardPart page in Object Designer

The page called Customer Details FactBox with ID 9084

You use the ConfirmationDialog page to display messages or prompt users with a confirmation before they continue with the task that they are working on. For example, when filling out a sales order, a user can select a quantity for an item. This quantity might exceed the item's availability. Using a ConfirmationDialog page, you can display a message that indicates this condition to the user. The user can then choose to continue or cancel filling out the sales order.

RoleTailored client Confirmed Dialog page example

To create a ConfirmationDialog, you define the message and table fields that you want displayed.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

See a Confirmation page in Object Designer

The page called Check Availability with ID 342

A Document Page usually consists of two separate pages combined into one, with one page nested in the other. A Document Page is suitable for use when you want to display data from two tables that are linked together. This is the case, for example, with sales orders, which have two source tables: Sales Header and Sales Lines. The following illustration shows a sales order that is created using a Document page type.

RoleTailored client Document page example

A Document page displays a FastTab at the top of the page for showing fields, followed by another FastTab with line items for the selected item. Optionally, you can add additional FastTabs to display more details about a selected item.

NoteNote

The Header and Line form in the Classic client provides similar functionality by combining a main form with a subform.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Go through an example of how to create a Document page

Walkthrough: Creating a Document Page

Get more information about FastTabs

FastTab

See a Document page in Object Designer

The page called Sales Order with ID 42

A List page displays content from a table in a list format. List pages can display as List Places (as part of the navigation layer) or in Task pages.

RoleTailored client sales order List page example

You can also add a FactBox to display additional information about a selected item in the list.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Go through an example of how to create a List page

Walkthrough: Creating a Customer List in Page Designer

Learn more about List Places

Touring the RoleTailored Client Windows

Get more information about FactBoxes

FactBox

See a List page in Object Designer

The page called Sales Order List with ID 9305

Similar to a List page, a List Part page displays content from a table in a list format. The difference is that you use the List part page as another page in a FactBox or as a part of the Role Center page. The following illustration shows a List Part page that is used in the Role Center for showing a list of the user's customers.

RoleTailored client ListPart page example

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Get more information about FactBoxes

FactBox

See how a List Part page is used on a Role Center page

The page called Order Processor Role Center with ID 9006

You use a Navigate page type to create a wizard that leads the user through a sequence of steps for completing a task.

RoleTailored client Navigation pane wizard example

A wizard opens as a Task page.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Go through an example that creates a Navigate Page

Walkthrough: Creating a Wizard Page

Learn more about task pages

Touring the RoleTailored Client Windows

See a Navigate page that is used as a wizard in Object Designer

The page called Create To-do with ID 5097.

You use a Worksheet page type for creating worksheet or journal task pages. The Worksheet page consists of a single grid in the content area and a section at the bottom with details about the selected grid line or totals for the grid.

RoleTailored client navigation page example

You can optionally include a FactBox.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Go through an example that creates a Worksheet Page

Walkthrough: Creating a Worksheet Page

Get more information about FactBoxes

FactBox

See a Worksheet page

The page called Standard Cost Worksheet with ID 5841

Action Pane

The Action pane is located under the Command bar on task pages and list places and contains shortcuts to actions. Actions display as icons which the user can click to complete a task or view information.

Action Pane clip from a Customer List page

To include an action in the Action pane, you use the Action Designer (available from the View menu when a Page Designer window is open) and promote the action. You should use the Action pane to display the tasks most frequently used by the user in the context of the page. For example, on a List page that displays sales orders, you should promote the action to process a sales order to the Action pane.

For more information, see the following.

To See

Learn more about actions and navigation

Adding Actions to Pages

Learn how to promote actions to the action page

How to: Add Actions to the Action Pane on Pages

See a page that promotes actions to the Action pane

The page called Customer List with ID 22

Command Bar

The command bar displays a menu of actions at the top of a page that the user can click to perform additional tasks or view information.

RoleTailored client command bar example

To create a menu item in the Action pane, you add an action on the page. You can choose to include the action under three different menu items: Actions, Related Information, and Reports. Depending on the page type, the Action pane will automatically include default actions, such as View, Edit, New, and Delete.

For more information, see the following.

To See

Learn more about actions and navigation

Adding Actions to Pages.

Learn how to add an action to the Command bar

How to: Add Actions to a Page.

See a page that has actions in the Command bar

The page called Customer List with ID 22

Cue

A Cue is an icon that provides a shortcut link to an underlying filtered list, such as invoices, sales orders, or credit memos. A Cue icon depicts a stack of papers on the page, where the height of the stack roughly indicates the number of entities in the underlying list. A number value on each Cue gives the precise count.

RoleTailored client cue example

A Cue can only be used on a Role Center page.

For more information, see the following.

To See

Learn how to create a Cue

Walkthrough: Creating a Cue on a Role Center

Go through an example that uses a Cue on the Role Center

Walkthrough: Creating a Role Center

See a page that uses Cues

The page called SO Processor Activities with ID 9060

Chart Pane

The Chart pane displays data from a list in graphic form, giving the user a visual overview of the value distribution. Chart panes are only available on List page types.

RoleTailored client Chart part example

To view a chart pane, click Customize on the page's command bar, and then select Chart Pane. To change the data that is displayed in a chart, click Measures or Dimensions, and then select to the fields that you want.

For more information, see the following.

To See

See a chart pane on a List page

The page called Sales Order List with ID 9305.

FactBox

A FactBox is an area that is located on the right side of a page which displays data related to information about an item on the page. For example, on a list page that shows sales orders, you can use a FactBox to show additional fields of a selected sales order in the list.

RoleTailored client FactBox example

You can set a FactBox to display a page, system part, or a chart. If you set the FactBox to display a page, you can display the following page types:

  • Card

  • List

  • List Plus

  • Document

  • Worksheet

  • Navigation

For more information, see the following.

To See

Go through an example that uses a FactBox

Walkthrough: Adding a FactBox to the Customer List Page

See a page that uses a FactBox

The page called Sales Order List with ID 9305

FastTabs

FastTabs enable you to place data in separate groups on a page, where each group has a header that expands and collapses the group when clicked. The header of the FastTab displays a name, such as "Prepayment" on the Sales Order shown. You can also promote fields included on the FastTab to the header. Promoting a field to the header enables you to present key information to the user when the FastTab is collapsed.

RoleTailored client FastTab example

Organizing data using FastTabs helps users to find key information more quickly, while giving an overview of areas that otherwise would remain hidden.

For more information, see the following.

To See

Learn how to add a FastTab to a page

How to: Add FastTabs to a Customer Card Page

See a page that uses a FastTabs

The page called Sales Order with ID 42

Filter Pane

The Filter pane is found on List pages and enables the user to filter and sort the items displayed in the list based on a given criteria.

RoleTailored client filter pane example

The Filter pane is automatically included on List pages and cannot be configured.

Outlook Part

The Outlook part gives users an overview of the e-mails, calendar, and tasks that are found in their Microsoft Outlook account without having to open Outlook.

RoleTailored client Outlook Part featured

The Outlook part is suitable for most page types and very useful on the Role Center. The Outlook part is a system part that you can use directly on a page or in a FactBox.

For more information, see the following.

To See

Go through an example that uses the Outlook control

Walkthrough: Creating a Role Center

See a page that uses the Outlook control

The page called Order Processor Role Center with ID 9006

My Notes

The My Notes part allows users to view notifications that are assigned to them, similar to messenger service. The notifications are generated from a Notes control on a task page. For example, on sales order page, the user can add a note and then target another user to receive the note. This note then shows up in the target user's My Notifications.

RoleTailored client MyNotifications part example

By double-clicking the link to the note in the notification, users can navigate directly to the relevant Task page to deal immediately and directly with the urgent issue or exceptions.

The My Notes part is designed to be used on a Role Center page.

For more information, see the following.

To See

Go through an example that uses My Notes

Walkthrough: Creating a Role Center

See a page that uses the My Notes part

The page called Order Processor Role Center with ID 9006

Notes

The Notes part allows the user to attach a note to an item on a Task page. For example, when creating a sales order, a user can add a note about the order. The note will appear with the item when it is viewed. If another user is targeted to be notified, then the note will appear in that user's Role Center in the My Notification part.

RoleTailored client Notes part example

You use Notes in a FactBox on a page.

For more information, see the following.

To See

See a page that uses a Notes part

The page called Sales Order with ID 42

RecordLinks

The RecordLinks part allows the user to add links to files on items on a Task page. For example, when creating a sales order, users can add a link to the Microsoft Word document that pertains to the order. The links will appear with the item when it is viewed. When a user clicks a link, the target file opens.

RoleTailored client recorded links example

You use RecordedLinks in a FactBox on a page.

For more information, see the following.

To See

See a page that uses a RecordedLinks part

The page called Sales Order with ID 42

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