Setting different Column Layout for different users

On Community Forum i came across one requirement for opening Page with different column on Page for different users.

Here i have given an demo how can be done, but will require some tweaking to achieve the actual result.

I have copied the Customer List Page and removed extra fields.

Playing with columns1

I have added one Field above Repeater so that we can decide which format we want to see on screen. User can enter 1/2/or any other value.

I have created two more variables Set1 and Set2 to show/hide fields as per the value entered in SetSelect.

Assigned the Set1 & Set2 to few columns on the Page Fields to Property Visible.

Set1 to Responsibility Center, Location Code & Currency Code.

Set2 to Post Code, Country/Region Code, Phone No. & Fax No.

Added code on OnOpenPage Trigger to select Default page Format when Page is Opened. This code you will modify as per your requirement like check the User and assign the default Value.

Added Code to SetSelect-OnValidate Trigger to select the required format of Page. You need to modify the code as per your requirement.

Playing with columns2

In this demo if user enter value for SetSelect and you will get different view of same page.

Do some research and design one as per your requirement, this way we need not to create different Pages for different Users. Same Page can serve you different purpose if limited to only different views.

I will come with more information in my upcomming posts.

Till then keep browsing and learning.

 

Working with Profiles in Navision 2016

How to: Create a Profile

You use the Profile card to create profiles for end users. Each profile is associated with a  Role Center. Profiles are typically based on job titles in a company.

To create a profile

Profiles-1

  • In the Profile ID field, enter a name that describes the intended role of the user.
  • In the Owner ID field, click the AssistEdit button to view all available logins, and then select a Windows user.
  • In the Description field, enter a description of the Profile ID, for example, Order Processor.
  • In the Role Center ID field, click the AssistEdit button to view all available Role Centers. Select a Role Center.
  • To make this Role Center the default for the profile, select Default Role Center.
  • Click OK to save your changes.

The procedure for modifying an existing profile is the same, except you select an existing profile in the Profiles page instead of clicking New.

How to: Assign a User to a Profile

You use the User Personalization page to assign a user to a profile.

To assign a user to a profile

Profiles-2

  • In the User Personalization window, fill in the fields described in the following table.
Field Description
User ID Choose the AssistEdit button to view all available user logins, select the relevant user, and then choose the OK button.
Profile ID Select a profile ID that you have already created. Choose the AssistEdit button to view all available profiles.
Language ID Select the appropriate language ID, or leave this field blank.
Company Select a company from the Companies window.
  • Choose the OK button.

Note The Language ID and Company values are overwritten by user values when the user starts a session.

How to: Open Microsoft Dynamics NAV in Configuration Mode

To configure a profile, for example to customize the profile’s user interface, you must open the Microsoft Dynamics NAV Windows client in configuration mode.

To open the Microsoft Dynamics NAV Windows client in configuration mode

  • At the command prompt, navigate to the root folder of the Microsoft Dynamics NAV Windows client. For example:

cd C:\Program Files (x86)\Microsoft Dynamics NAV\90\RoleTailored Client

  • Type the following command:

Microsoft.Dynamics.Nav.Client.exe -configure -profile:”profileid”

Replace profileid with the name of the profile that you want to configure.

Important You must be the owner of a profile to open it in configuration mode

For example, to configure the Accounting Manager profile, use this command to open the Microsoft Dynamics NAV Windows client in configuration mode:

Microsoft.Dynamics.Nav.Client.exe -configure -profile:”Accounting Manager”

Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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