Walkthrough: Configuring UI for the Order Processor Profile

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Administrators configure the user interface by customizing the user interface for a single profile, such as the Order Processor profile, that multiple users are assigned to. To configure a profile, you must have the SUPER permission set. For more information, see Administration in the Clients.

The functions that you use to customize the UI for a profile during configuration are the same that users use to customize their own UI during personalization. The main difference is that configuration applies to multiple users and can be managed by the administrator as a profile record.

Note

When you make new UI configuration for a page that a user has personalized, the user’s UI personalization is preserved, and is not overwritten by the new page configuration. Likewise, when you cancel your UI configuration of a page that a user has since personalized, the user’s UI personalization is not canceled. The only situation where UI configuration does overwrite UI personalization is when a UI element is removed by configuration. For example, if the administrator removes a field that the user has renamed or moved, then the field is still removed from the user’s user interface.

About This Walkthrough

This walkthrough provides examples of how to configure the Order Processor profile in Microsoft Dynamics NAV. The walkthrough illustrates the following tasks:

  • Making sure order processors only see UI elements that they have permissions for

  • Checking the user interface of a test user who has the Order Processor profile

  • Opening Microsoft Dynamics NAV in configuration mode

  • Customizing the Sales Orders ribbon for the Order Processor profile

  • Customizing the Sales Orders FactBox pane for the Order Processor profile

  • Cancelling UI customization for the Order Processor profile

  • Reusing UI customization for the Order Processor profile in other databases

You perform configuration of other parts of the user interface, such as FastTabs and columns, just as described for ribbons and FactBoxes in this walkthrough. For more information, see Personalize the User Interface.

Prerequisites

To complete this walkthrough, you will need:

  • Microsoft Dynamics NAV 2013 or a later version of Microsoft Dynamics NAV.

  • The CRONUS International Ltd. demonstration database.

Making Sure Order Processors Only See UI Elements that They Have Permissions for

You can configure Microsoft Dynamics NAV Server to remove UI elements when the related object is not accessible according to the license or according to user permissions or both.

Before you begin to customize the user interface, you should set the UI Elements Removal field in Microsoft Dynamics NAV Server Administration tool to LicenseFileAndUserPermissions, so that users only see UI elements that they have permissions for.

To make sure order processors only see UI elements that they have permissions for

  1. Open the Microsoft Dynamics NAV Server Administration tool. For more information, see The Microsoft Dynamics NAV Server Administration Tool.

  2. In the UI Elements Removal field, make sure that the LicenseFileAndUserPermissions option is selected.

Users assigned to the Order Processor profile will now only see UI elements that are permitted according to the company license and permission set that is assigned to the profile.

Checking the User Interface of a Test User with the Order Processor profile

Because you are logged on with the SUPER permission set, you see all UI elements, and you can therefore not see the effect that the UI Elements Removal function has on the Order Processor profile. To understand which UI elements an order processor can see according to permissions, you can create a test user who has the same permissions as the Order Processor profile. This enables you to see which UI elements are relevant when you customize for the profile. Whenever you want to plan or test UI customization that you are making for the profile, you can log on as the test order processor.

To check the user interface of a test user

  1. Create a test user and assign the same permission set to the user who order processors in your company have. For more information, see How to: Create Microsoft Dynamics NAV Users.

  2. Log on using the credentials of the test order processor.

You can now assess which UI elements are removed from an order processor’s user interface according to their permissions and the company license. And you can continuously log on as the order processor to see the result of your UI customization for the profile.

Opening Microsoft Dynamics NAV in Configuration Mode

You can open the Microsoft Dynamics NAV Windows client in configuration mode for a specific profile. Changes that you make to the user interface in configuration mode apply to all users associated with the profile. For more information, see How to: Open Microsoft Dynamics NAV in Configuration Mode.

To open the Microsoft Dynamics NAV Windows client in configuration mode

  1. Open a command prompt and change to the directory that contains the Microsoft Dynamics NAV Windows client executable. For example, type the following command: cd C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client

    Note

    The top-level directory may be Program Files (x86) or Program Files.

  2. Open the Microsoft Dynamics NAV Windows client in configuration mode by typing the following command: Microsoft.Dynamics.Nav.Client.exe -configure -profile:"order processor"

    The Microsoft Dynamics NAV Windows client opens in configuration mode. The UI customization that you now perform in the Customize window will apply to the user interface for all users who are assigned the Order Processor profile. For more information, see How to: Open Microsoft Dynamics NAV in Configuration Mode.

Customizing the Sales Orders Ribbon for the Order Processor Profile

The following procedure shows how to add the Page Notes action to the Process group on the ribbon on the Sales Orders page. This UI customization will be visible to order processors when they access the Sales Orders page from the Sales Order - Open tile on the Sales Order Processor Role Center.

To add an action to the ribbon

  1. Go to the Sales Order Processor Role Center.

  2. Choose the Sales Order - Open tile.

  3. In the Sales Orders window, on Application menu Application Menu button in menu bar, choose Customize, and then choose Customize Ribbon.

  4. In the Available actions list, expand Help, and then choose Page Notes. Alternatively, use the Search box above the list.

  5. Under Show actions in this order, expand Home, choose Manage, and then choose the Add button to move Page Notes to the Manage group.

  6. Choose the Page Notes action, and then choose Move Up or Move Down to position it appropriately I relation to other actions in the Manage group.

  7. Choose the OK button to save and close the Customize window.

The Page Notes action is now visible to users assigned to the Order Processor profile when they access the Sales Orders window by choosing the Sales Orders – Open tile on their Role Center. For more information, see How to: Customize Ribbons.

Note

In some cases, an action can be a promoted action if the PromotedIsBig property is set to Yes in the Microsoft Dynamics NAV Development Environment. If an action has this setting, this takes precedence over your choices in the Customize Ribbon window. For more information, see How to: Promote Actions to the Ribbon on Pages.

Customizing a Sales Orders FactBox Pane for the Order Processor Profile

The following procedure shows how to add the Notes FactBox to the FactBox pane on the Sales Orders page. This UI customization will be visible to order processors when they access the Sales Orders page from the Customer Card window.

  1. In the Search box, enter Customers, and then choose the related link.

  2. Select a customer, and then, on the Navigate tab, in the Documents group, choose Orders.

  3. In the Sales Orders window, on the Application menu Application Menu button in menu bar, choose Customize, and then choose Choose FactBoxes.

  4. From the Available FactBoxes pane, select Notes, and then choose the Add button.

  5. Choose the OK button to save and close the Customize window.

The Notes FactBox is now visible to users assigned to the Order Processor profile when they access the Sales Orders window by choosing the Orders actions in a Customer Card window. For more information, see How to: Customize FactBoxes.

Cancelling UI Customization for the Order Processor Profile

You can cancel UI customization for profiles in three ways. For more information, see How to: Cancel UI Configuration.

The following procedure shows how to cancel only the specific UI customization that you made for the Sales Orders page when it is accessed from the Sales Orders – Open tile on the Role Center.

To cancel a specific UI customization for a profile

  1. Go to the Sales Order Processor Role Center.

  2. Choose the Sales Order - Open tile.

  3. In the Sales Orders window, on Application menu Application Menu button in menu bar, choose Customize, and then choose Restore Defaults.

  4. Choose the OK button to save and close the Customize window.

The UI customization that you made in a previous procedure to show the Manage Notes action in the Sale Orders window when it is accessed from the Sales Orders – Open tile on the Role Center is now canceled.

Reusing UI Customization for the Order Processor Profile in Other Databases

You can export a profile, for example to reuse the UI configuration by importing the profile into another Microsoft Dynamics NAV database.

Note

Microsoft Dynamics NAV Windows client must be in configuration mode, otherwise the exported XML file will be empty.

To export a profile

  1. In the Search box, enter Export Profiles, and then choose the related link.

  2. In the Export Profiles window, on the Profile FastTab, enter Order Processor as a filter value for profile ID, and then choose OK.

  3. Name the XML file New Order Processor.xml and save it in an appropriate location.

To import a profile

  1. Logon to a database where you want to implement the Order Processor profile that you have configured in the previous procedures.

  2. In the Search box, enter Import Profiles, and then choose the related link.

  3. In the Import from XML File window, select the profile that you want to import.

    Note

    If the database already contains an Order Processor profile, then you must first delete that profile. For more information, see Manage Profiles.

  4. Choose the OK button to import the new profile.

The UI customization that you have configured for the Order Processor profile in another database is now available in this database.

Next Steps

In this walkthrough, you have configured the user interface for the Order Processor profile and prepared to reuse the configuration in another database. All users assigned to the profile see these changes. If you want users to have even more customized user interfaces, you can urge them to make their own UI customization in addition to the customization that you have made. For more information, Personalize the User Interface.

See Also

Concepts

Customize the User Interface
Administration in the Clients