First, if you have not downloaded the just released Marketing Beta for Dynamics NAV 2009, this can be downloaded from
here. Requires access to Partner Source. In the Marketing Beta for Dynamics NAV 2009 you will find new walkthroughs for how to create Pages for the new RoleTailored client. But one thing that you can not find in the “nav_adg.chm", are what icons you can use in the RoleTailored client, because this topic will be added later. So to save you the time reverse engineering the Demo Database to create this list, if you are to create a new page, let me share these icons with you. But first let me give you an example on a Action and an Activity Button. If you already are familiar with this, you can skip to the end of this blog, where all the icons are listed. <u>Example of an Action in Page Designer:</u> 1. Open Object Designer 2. Navigate to the new Page object 3. Design page 22, Customer List 4. Navigate to the bottom of the page to access the Page Object itself 5. Right click and select “Actions”, you view should now look like this:
6. You are now looking at the Action Designer which is captured inside the Page Designer. 7. Scroll down to <Action58>, Bank Accounts and select properties on this action. Your view should now look like this:
8. The most important property here is the “RunObject”, which tells which object are activated, when this Bank Accounts action is clicked, but for this blog I’m concentrate on the “Image” property so I will not go into more detail for the “RunObject”. Notice that the Image property is undefined. So how will this action actually look in the RoleTailored client if no image is associated to this action? Let us promote this action and see. 9. Set “Promoted” to Yes 10. Set “PromotedIsBig” to Yes 11. Save and compile page 22. 12. Open RoleTailored client. 13. Navigate to the Customer List, if you have the Customer List open already, just refresh the list by clicking“Refresh” in the top right corner. You will now see your “Bank Accounts” action promoted with the default icon used. The default icon will be used when the Image property has not been set:
14. Now let set the “Image” property on the “Bank Accounts” action. Go back to the Action Design for Page 22 and select the properties for the “Bank Accounts” action. 15. Set the “Image” property to “BankAccountStatement” 16. Save and compile page 22. 17. Refresh Customer List in RoleTailored client and your icon for “Bank Accounts” action will now look this.
<u>Now let us look at an example of an Activity Button in Page Designer:</u> 1. Activity Buttons belongs to the RoleCenter so to create or modify an Activity Button we need to be designing a Page of PageType “Rolecenter”. So let us look at page 9006. 2. Design page 22 3. As for the Actions the Activity Buttons are also found in the Action Designer, so Navigate to the bottom of the page to access the Page Object itself. 4. Right click and select “Actions”, you view should now look like this:
5. Instead of modifying an existing Activity Button as we did for the Action above, let us create a new one. 6. Navigate to the ActionContainer ActivityButtons area of the Action Designer:
7. Role Center 9006 has one Activity Button called “Posted Documents”. Let us create a new Activity Button call “Bank” just above “Posted Documents”. Place your cursor on “ActionGroup” “Posted Documents” and press F3. 8. A new line is created. Set “Caption” to “Bank” and “Type” to “ActionGroup” 9. Open properties and set “Image” property to “Bank”. 10. Make sure that the 2 ActionGroups “Bank” and “Posted Documents” are at the same indention level. You might need to move “Bank” to the right to align with “Posted Documents”. 11. We could stop now and see the Activity Button in RoleTailored client, but let us add an action to this new Activity Button, so we actually have something happening when you click the Activity Button “Bank” in the RoleTailored client. 12. Create new line bellow, the “Bank” “ActionGroup”, and set “Caption” to “Bank Accounts” and “Type” to “Action”. Make sure that this action is indented one level in from the ActionGroup above. 13. Open properties for “Bank Accounts” and set “RunObject” to “P371” (Page Bank Account List) 14. Now restart RoleTailored client to see your new Activity button. Note: Refresh does not work in Activity Button area of the Role Center, so you will need to restart the RoleTailored client to see your “Bank” Activity Button. Hopefully this we be solved in a future build, so you don’t need to restart to see your changes made in Page Designer. :-). After the restart you RoleTailored client should now look like this:
So now you have seen how to set the “Image” property on an Action and an Activity Button, let us see the icons you can use. <u>Icons which can be used for Actions:</u> AccountingPeriods
ActivateDiscounts
AddAction
AddContacts
AddToHome
AdjustEntries
AdjustExchangeRates
AdjustItemCost
Alerts
Allocations
AmountByPeriod
ApplyEntries
ApplyTemplate
Approvals
Approve
AutofillQtyToHandle
AutoReserve
Balance
BankAccountLedger
BankAccountRec
BankAccountStatement
BinContent
BinLedger
Bins
BlanketOrder
BOMVersions
CalculateBinReplenishment
CalculateConsumption
CalculateCost
CalculateCrossDock
CalculateDepreciation
CalculateInventory
CalculateInvoiceDiscount
CalculateLines
CalculatePlan
CalculateRegenerativePlan
CalculateRemainingUsage
CalculateSalesTax
CalculateSimulation
CalculateWIP
Calculate
CalcWorkCenterCalendar
CalendarChanged
Cancel
CapacityLedger
CarryOutActionMessage
CashReceiptJournal
ChangeDates
ChangePaymentTolerance
ChangeStatus
CheckLedger
CheckRulesSyntax
ClearFilter
ClosePeriod
CloseYear
CollapseDepositLines
Components
ConfirmAndPrint
Confirm
CopyDocument
CopyFixedAssets
CopyFromTask
CopyLedgerToBudget
CopyToTask
Copy
CreateFinanceChargememo
CreateInteraction
CreateInventoryPickup
CreateJobSalesCreditMemo
CreateJobSalesInvoice
CreateMovement
CreatePutAway
CreateReminders
CreateWhseLoc
CreateYear
CreditMemo
CurrencyExchangeRates
CustomerLedger
DeactivateDiscounts
Delegate
DeleteExpiredComponents
DeleteQtyToHandle
Delete
DepositSlip
DepreciationBooks
Dimensions
DocInBrowser
DocumentEdit
DocumentsMaturity
Document
EditFilter
EditLines
EditList
EditReminder
Edit
ElectronicDoc
EntriesList
Excel
ExchangeRateAdjustRegister
ExchProdBOMItem
ExecuteAndPostBatch
ExecuteBatch
ExpandDepositLine
ExplodeBOM
ExplodeRouting
Export1099
ExportContact
ExportSalesPerson
ExportToDo
Export
FileContract
FilterLines
FinChargeMemo
Find
FixedAssetLedger
GeneralPostingSetup
GetActionMessages
GetBinContent
GetEntries
GetLines
GetSourceDoc
GetStandardJournal
GLAccountBalance
GLBalanceDimension
GLBalance
GLRegisters
History
ImplementPriceChange
ImplementRegAbsence
ImportExport
Import
IndentChartofAccounts
InsertStartingFee
InsertTravelFee
InsuranceLedger
Invoice
IssueFinanceCharge
ItemAvailabilitybyPeriod
ItemAvailbyLoc
ItemLedger
ItemReservation
ItemTracing
ItemTrackingLedger
ItemTrackingLines
ItemWorksheet
JobLedger
JobPrice
Journals
LedgerBudget
LineReserve
Links
LinkWithExisting
Link
ListPage
Lock
LotInfo
MachineCenterCalendar
MachineCenterLoad
MailAttachment
MaintenanceLedgerEntries
MaintenanceLedger
MaintenanceRegistrations
MakeAgreement
MakeDiskette
MakeOrder
Navigate
NewBank
NewBranch
NewDocument
NewExchangeRate
NewInvoice
NewItemNonStock
NewItem
NewResourceGroup
NewResource
NewSparkle
NewWarehouseReceipt
NewWarehouseShipment
NextSet
Note
OnlineHelp
OpenJournal
OpenWorksheet
OrderTracking
PaymentHistory
PaymentJournal
PayrollStatistics
PeriodStatus
Period
PhysicalInventoryLedger
PhysicalInventory
PostApplication
PostBatch
PostDocument
PostedReceipts
PostInventoryToGLTest
PostInventoryToGL
PostPrint
Post
Prepayment
PreviewChecks
PreviousSet
PrintChecklistReport
PrintCheck
PrintDocument
PrintForm
Print
ProdBOMMatrixPerVersion
Quote
ReceivablesPayables
ReceiveLoaner
Reconcile
RefreshPlanningLine
Refresh
RegisteredDocs
RegisterPick
RegisterPutAway
Reject
ReleaseDoc
Reminder
RemoveContacts
RemoveFilterLines
ReopenPeriod
ReOpen
Replan
Report
ReservationLedger
ResourceCosts
ResourceLedger
ResourcePlanning
ResourcePrice
ReturnOrder
ReturnRelated
ReverseLines
ReverseRegister
RoutingVersions
SalesLineDisc
SalesPrices
SaveasStandardJournal
Segment
SelectEntries
SelectItemSubstitution
SelectLineToApply
SendApprovalRequest
SendConfirmation
SendTo
Server
ServiceAgreement
ServiceLedger
SetupList
SetupPayment
Setup
ShortcutToDesktop
ShowInventoryPeriods
ShowMatrix
Signature
SNInfo
SourceDocLine
SplitChecks
Splitlines
Start
Statistics
Status
SuggestCustomerBill
SuggestCustomerPayments
SuggestItemPrice
SuggestLines
SuggestReconciliationLines
SuggestReminderLines
SuggestSalesPrice
SuggestVendorBills
SuggestVendorPayments
SwitchCompanies
TaskList
TaskPage
TeamSales
TestReport
TotalValueInsuredperFA
TraceOppositeLine
Trace
Track
TransferFunds
TransferToGeneralJournal
TransmitElectronicDoc
Travel
Troubleshoot
UpdateUnitCost
UseFilters
ValueLedger
VATLedger
VATPostingSetup
VATStatement
VendorLedger
ViewComments
ViewPage
View
VoidCheck
VoidElectronicDocument
WageLines
WarrantyLedger
Where-Used
Word
WorkCenterAbsence
WorkCenterCalendar
WorkCenterLoad
Worksheet
Zones
<u>Icons which can be used for Activity Buttons:</u> Administration
AdministrationSalesPurchases
Alerts
AnalysisView
Bank
Calculator
Capacities
Confirm
Departments
Dimensions
ExecuteBatch
FiledPosted
FixedAssets
History
HumanResources
Intrastat
Journals
Ledger
LotInfo
Marketing
Payables
ProductDesign
Purchasing
Receivables
Reconcile
ReferenceData
RegisteredDocs
ResourcePlanning
Sales
Setup
SNInfo
Statistics
Transactions
Travel
Worksheets
Thanks, Claus LundstrГёm, Program Manager, Microsoft Dynamics NAV
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