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Touring the RoleTailored Client Windows

Microsoft Dynamics Nav 2009

The RoleTailored client uses a number of windows to display information. Two of the key window types are the navigation window and task page window. The navigation window is the main window in which users find the information they need to work with. The navigation window is used for the Role Center, List Places, and Departments, as described in this topic. A task page window opens separately from the navigation window when the user selects an action from the navigation window or from other task page windows. It is common for a user to have more than one task page window open at a time.

The Role Center is the main entry point into Microsoft Dynamics NAV 2009. The Role Center opens when the user starts the RoleTailored client. You design the Role Center based on the user's business role, taking into consideration the information and tasks relevant to the user during a typical work day.

RoleTailored client RoleCenter example

You create a Role Center by using a Role Center page. The Role Center page opens in the navigation window. Usually, there will only be a single navigation window open at a time. From there, users can open any number of task windows. The content area displays the Role Center page. The navigation pane includes a menu that links to List Places and Departments.

For more information, see the following.

To See

Learn how to create a Role Center page

Walkthrough: Creating a Role Center

Get an overview of the parts on a role Center page

Touring the RoleTailored Client Pages

Get an overview of the navigation window layout and its parts

Navigation Window

A List Place displays information from a table in a list format with rows and columns. Typical uses for List Places include displaying sale orders or customers. Similar to the Role Center, List Places display in the navigation window, including the navigation pane.

RoleTailored client List Place page example

List Places only open from the menu items in the navigation pane. To create a List Place, you create List type and then include the List Place in the navigation pane by adding actions to the Role Center page using the Action Designer to create the menu items in the navigation pane.

For more information, see the following.

To See

See an example of how to create a List page Role Center page

Walkthrough: Creating a Customer List in Page Designer

Learn about List pages and parts, including FactBoxes

Touring the RoleTailored Client Pages

Get an overview of the navigation window layout and its parts

Navigation Window

The Departments item in the navigation pane of the RoleTailored client provides links to all the pages of the RoleTailored client. The links and pages under Departments are generated automatically based on the menu suite of the RoleTailored client user.

RoleTailored client Departments example

To make changes to Departments, you change the menu suite.

For more information, see the following.

To See

Learn how to change the menu suite

Designing MenuSuites

Get an overview of the navigation window layout and its parts

Navigation Window

The following illustration outlines the parts of the navigation window that are used by Role Centers, List Places, and Departments.

RoleTailored client Navigation Window overview

Content Area

The content area displays the content of a Role Center page, List page, or Department.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Get an overview of the pages

Touring the RoleTailored Client Pages

Navigation Pane

The navigation pane displays a menu that links different pages of the RoleTailored client. Menu items are arranged in a hierarchical structure that allows the user to drill down through the different levels of menu items.

You use the navigation pane to link to the different List Places of the RoleTailored client. To create menu items in the navigation pane, you add actions to the Role Center page using the Action Designer. You can include menu items under Activity buttons (such as the Home button). You can also add additional buttons, such as Posted Documents, and include the menu items there. The Departments button and its menu items are generated automatically based on the Microsoft Dynamics NAV menu suite.

For more information, see the following.

To See

See an overview of actions

Actions Overview

Learn how to add actions to a page

How to: Add Actions to a Page

See an example of how to add an action to the navigation pane

Walkthrough: Creating a Role Center

Address Bar

The address bar displays the location of the current page within the navigation hierarchy of the application. The Address bar updates when the user navigates to a different page.

NoteNote

The Address bar is not configurable.

Status Bar

The status bar displays information about the current state of the RoleTailored client session, including the name of the company, the date and, the user's name or ID.

For users who work with more than one company, the status bar provides access to all the companies that they work with. By clicking the company name, the user can open a drop-down list which shows the companies available to them. Users can switch between companies.

NoteNote

The status bar is not configurable.

A Task window opens separately from the navigation window when a user clicks an action or menu item. A Task window typically shows a single object or element such as a task, list, or report. Common uses of Task pages include creating or editing sales orders, customer details, and items. The following illustration shows a Task window that displays a Card page for editing customers.

RoleTailored client Card page example

Task pages are similar in concept to the pop-up windows in Microsoft Office Outlook that show an e-mail, contact, or a task. It is typical for users to have multiple task pages open at the same time. Similar to the navigation window, a Task window includes a Command bar and Action pane. Unlike the navigation window, it does not include the navigation pane or status bar. The user can work with more than one Task window open at a time.

You create a Task window by creating a page and then linking the page to actions on other pages. The most common page types for Task windows are Card, Document, and List.

For more information, see the following.

To See

Learn how to create a page

How to: Create a Page

Get an overview of the pages

Touring the RoleTailored Client Pages

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