Monday, August 17, 2009

Manage Cues on Role Center pages for Web parts

Cues Web parts display a visual representation of a user's workload and remaining work items, such as sales leads or overdue activities. You can configure or edit Cues, and then import or export them to other computers.

For information about how to add a Cues Web part, modify the properties of a Cue, create Cues, or modify Cue filters, see the Applications and Business Processes help, available from the Microsoft Dynamics AX Help menu.

Edit a Cue
You can configure several settings for a Cue, including the minimum and maximum values, the query used for the Cue, and which user profiles a Cue is available for.

Click Basic > Setup > Role Center > Edit Cues.

Select a Cue ID.

Click the General tab.

Enter a caption to be displayed for the Cue in the Web part.

Enter the minimum and maximum count information, which determines how the icon that is displayed for each Cue represents the number of records.

Specify the threshold. If the threshold is not met, a warning icon will be displayed for the Cue.

Select the totals to display for Cues that display currency information.

Select which users will have access to this Cue. If you select Specified Profiles, select which profiles will have access to the filtered view. This setting applies across all companies.

Click OK.

How to import or export Cues
If you edit Cues and you want to make those Cues available on other computers, you can import or export those Cues.

Click Basic > Setup > Role Center > Manage Cues.

Select the Cue IDs to import or export.

Click Import or Export and click the AOT or file option.

If you are importing or exporting Cues on the same computer, select the AOT option.

If you are importing or exporting Cues on another computer, select the file option.

Close the form to save your changes.

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