Walkthrough: Configuring the Order Processor Role Center

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.

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:

  • Install Microsoft Dynamics NAV 2009.

  • Install the CRONUS International Ltd. demo database.

To be able to configure a Role Center, you must own the associated profile.

To verify ownership of a Role Center

  1. 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.

  2. Press F5 to display the complete list of profiles.

  3. Double-click ORDER PROCESSOR to open the Sales Order Processor profile card.

  4. For the Owner ID field, click the Assist button and select your login.

  5. Click OK to close the window.

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

  1. 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.

  2. 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.

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

  1. In the RoleTailored client, click the Home tab to go to the home page of the Order Processor Role Center.

  2. In the Navigation pane, click Sales Orders to open the Sales Order page.

  3. In the top right corner, click the Customize button and select Customize Action Pane.

  4. In the Customize window, select Action Pane.

  5. In the Select a group or enter name of new group field, select Process.

  6. Under Available commands, expand Actions, select Notes, and then click the Add>> button.

  7. Click OK to save and close the window.

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

  1. In the Home navigation pane, click Sales Orders to open the Sales Order page.

  2. In the top right corner, click the Customize button and select Customize Action Pane.

  3. In the Customize window on the left, select FactBoxes.

  4. From the Available FactBoxes pane, select Links and click the Add>> button.

  5. Click OK to save and close the window.

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.

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