How to: Add Department Links to the Role Center

  • [アーティクル]

Sometimes you may find a link on a Departments page that you want to add to your Role Center. The link can appear in one of the following menus:

  • Your Home menu on the ribbon on your Role Center.

  • The Actions menu on the ribbon on your Role Center

  • The Reports menu on the ribbon on your Role Center

The following table describes the types of links in each category on the Departments pages, and where on your Role Center you can add them.

Category Contains Add link to

Lists

List Places

Home menu

Tasks

Task pages, batch jobs, worksheets, journals

Actions menu

Reports and Analysis

Reports, batch jobs, matrix windows

Reports menu

Documents

Documents such as invoices and reminders

Reports menu

History

Posted/finished documents, registers

Actions menu

Administration

Setup windows

Actions menu

  1. Choose the Departments menu button and locate the link on a Departments page.

  2. In the shortcut menu on the link choose one of the following (only one of these options will be available).

    Select To add the link to

    Add to Navigation Pane

    The Home menu on the ribbon on your Role Center.

    Add to Actions on Role Center Ribbon

    The Actions menu on the ribbon on your Role Center

    Add to Reports on Role Center Ribbon

    The Reports menu on the ribbon on your Role Center

  3. Confirm the message that appears.

The new link now appears in the menu to which you added it. However, you may want to move the link to another place in the menu. For example, if you added a link to the navigation pane, it will appear on the Home menu, but you can move it to another menu in the navigation pane. For more information, see How to: Customize the Navigation Pane.

See Also

Reference

Personalize the User Interface

Concepts

Learn About the RoleTailored Design
Working with Microsoft Dynamics NAV