Assist Setup, Assisted Setup, BC18, Business Central, Change Log, Cues, Data, Data Classifications, Dynamics 365, Email, Field Monitoring, Fields, Functional Tips, High-Risk, How To, Information, Monitor Field Change Setup, Notification, Office 365, Office Integration, Outlook, Role Center, Settings, Smtp, Start, Stop, Tip & Tricks

Monitor Field Change in Business Central

Field Monitoring is one of great help for superusers in Business Central. You can now configure a list of fields that contain high-risk and business-critical data that you want to be notified about when they are changed.

Changes to high-risk settings in Business Central can be tracked using the Change Log functionality. But sometime only tracking changes is not sufficient and you expect more like you should be notified of changes in fields that contain high-risk and business-critical data, such as bank account numbers, company name, and addresses.

Now setting a list of fields that contain high-risk and business-critical data is possible and you can be notified about when they are changed.

To start with this feature, Look for Assist Setup, I am using BC18 demo database for below steps.

Although it is not necessary to follow Assist Setup, you can do setup from individual pages. But this will ensure you don’t miss any steps.

Click on Next to start with setup. And follow the steps in leading wizard pages.

If you wish to use Data Classification and already have performed data classification you can enable or continue with individual fields using Monitored Fields Worksheet, in upcoming Wizard pages.

It is necessary to have the Sending and user e-mail setup is completed. Here you can select the email ids as required.

You need to add Fields for monitoring enable and click finish, or you can open the Page later and configure. This will Start the Monitoring and Notification service.

In Next step or you can open this page Monitored Fields Worksheet from Tell Me.

Add your table & fields that you wish to Monitor.

If notify is enabled you will receive the mail, else you can view in Monitored Field Log page. You can use Field Monitoring Setup Page from Action bar, or you can separately open this page from Tell Me.

You need to Start the Field Monitoring Setup, if not already done. If you have used Assist setup it will be Started, in case you are doing Manually from each Page, you will need to visit this Page, Setup your Emails and Start the Service.

Before we Start with Testing, it is strongly recommended you Log Off and Login again to Business Central. As logging starts and ends on Login & Logout of user.

Open the Customer Page and make changes to Name, as above we have setup to log Name field of Customer.

If your all setup is OK you should Receive a mail as below.

Some Pages helpful for Field Monitored Service are:

You can Monitor the Mails Status from your Role Centre Cues:

What else you can do for monitoring your data and notifications:

  • If there is a problem sending the email, you can check the detailed information on Email Outbox page.
  • You can view the mail sending record on Sent Emails page.
  • You can view the log of Field Monitoring Setup and Monitoring Fields on Monitored Field Log Entries page.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

Background, BC18, Business Central, Check Financial Journals, Cues, Dynamics 365, Functional Tips, How To, Information, Tip & Tricks, Wave 2, What's New

Check Financial Journals in Background in Business Central

Today we learn how to check financial journals in the background in #Dynamics365 #BusinessCentral in this post.

First thing first, you need to ensure the check mark for the batch in question for Background Error Check should be checked.

If this is enabled, when you open the batch on right side above Journal Line Details you will see Journal Check Section, which will let you know if Journal have any errors.

Let’s enter few Lines and see how it looks like

To see all errors, you can click on Cue Issues Total to bring summary page of all Issues.

If you have several Lines and you want to focus on lines with issues, you can do it by:

This will filter the lines on journal with issues.

Hope you enjoyed learning this feature, will come up with new post on new topic. Till then keep exploring, learning and sharing with others.

Development Tips, Dynamics 365, Functional Tips, How To, Information, Maderia, Office 365, Tip & Tricks

How to – Set Up a Colored Indicator on Cues in Madeira

You can customize to show color indicator of Cues that changes color based on the data values in the Cues.

The indicator appears as a colored bar along the top border of the Cue tile.

From the Cue Setup window, you set up indicators for all the Cues that are available.

You can specify up to two threshold values that define three ranges of data values (low, middle, and high).

To set up colored indicators on Cues

Under Activities on your Home page

CueSetup-1

Choose Set Up Cues.

CueSetup-2

The Cue Setup window appears. The window lists the indicators that are currently setup up on Cues.

CueSetup-3

To modify an indicator, edit the fields and modify, the values for the different thresholds.

The following table lists the colors that is displayed to the options of the Low Range Style, Middle Range Style, and High Range Style fields.

Option Color
None No color (same color as the Cue tile
Favorable Green
Unfavorable Red
Ambiguous Yellow
Subordinate Gray

I will come up with more informations in my up coming posts.

Till then keep exploring and learning.

 

 

Cues, Query

Using Query Object to Calculate the Cue Data

Today we will learn to create a query to update Cue data.
SI-Cue-1

Creating a Query for Calculating the Cue Data
First, we will create a query object to calculate the number of open sales invoices from table 21 Cust. Ledger Entry.
Create a query for calculating the Cue data as below:
SI-Cue-2
Save the query.

Adding the Table Field for the Cue Data
Next we will add a field to the table Sales Invoice Cue (create new table) for holding the Cue data.
SI-Cue-3

SI-Cue-4
We will add a global function that returns the total amount of sales invoices for the current month from the query object that we created above procedure.

To add C/AL code to the table calculate the Cue data
Add a global function that is called CalcSalesThisMonthAmount as follows:

On the View menu, choose C/AL Globals.

On the Functions tab, in the Name column, enter CalcSalesThisMonthAmount.

Select the new function, and then in the View menu, select Properties.

Set the Local property to No.

In the C/AL Globals window, select the new function, and then choose Locals.

On the Return Value tab, set Name field to Amount and the Return Type field to Decimal.

On the Variables tab, add two variables as shown in the following table:

Name DataType Subtype
CustLedgerEntry Record Cust. Ledger Entry
CustLedgerEntrySales Query Cust. Ledg. Entry Sales

In C/AL code, add the following code on the CalcSalesThisMonthAmount function:

CustLedgerEntrySales.SETRANGE(Document_Type,CustLedgerEntry.”Document Type”::Invoice);

CustLedgerEntrySales.SETRANGE(Posting_Date,CALCDATE(‘<-CM>’,WORKDATE),WORKDATE);

CustLedgerEntrySales.OPEN;

IF CustLedgerEntrySales.READ THEN

Amount := CustLedgerEntrySales.Sum_Sales_LCY;

SI-Cue-5
Save the table.

Adding the Cue to the Role Center Page
To display the Cue fields on the Role Center, We will create a new Page [PageType  = CardPart] name Sales Invoice Cue.
SI-Cue-6

SI-Cue-7
Page Designer should look similar to shown above illustration.

Open the C/AL code for the page, and then add the following code to the OnAfterGetRecord Trigger to assign the Sales This month field to the CalcSalesThisMonthAmount function of table Sales Invoice Cue:

“Sales This Month” := CalcSalesThisMonthAmount;

SI-Cue-8
Also add code to the OnOpenPage Trigger.

RESET;
IF NOT GET THEN BEGIN
INIT;
INSERT;
END;

Formatting the Cue Data
We does not want to display any decimal places. To achieve this, we set the AutoFormatType Property and AutoFormatExpr Property of the Cue field on the page. As shown above.

To change the data format

In the Properties window, set the AutoFormatType property to 10.

This enables you to create a custom data format.

Set the AutoFormatExpr property to the following text.

‘<precision,0:0><standard format,0>’

<precision,0:0> specifies not to display any decimals places.

<standard format,0> specifies to format the data according to standard format 0.

Close the Properties windows, and then save and compile the page.

Run the Page created above the output should be similar to as below:
SI-Cue-9

Now you can add this CardPart Page to any of your Role Centre Page.

Cues

Enhanced Cues

Cues appear as tiles in the Microsoft Dynamics NAV client that display business data and key performance indicators (KPIs) on RoleCenters. Microsoft Dynamics NAV 2015 includes the following new features that expand the data that can be displayed in a Cue, and enhance Cue set up and appearance.

Coloured Indicators

You can configure the Cue to display a bar along its upper border that changes colour based on the data in the cue.
New Images

You can change the image that displays on the Cue or set up the Cue without an image. There are several images to choose from.
Normal Fields

In previous Microsoft Dynamics NAV versions, you could only set up Cues based on FlowFields for data. In Microsoft Dynamics NAV 2015, you can also use normal fields, which expands your possibilities for the Cue data source, such as using Query objects or source expressions.
Decimal and Text Data Types

In previous Microsoft Dynamics NAV versions, you could only set up Cues to display on integer data types. In Microsoft Dynamics NAV 2015, you can also use decimal and text data types. This provides you with additional data aggregation possibilities instead of just COUNT, such as SUM, MAX, MIN, and AVG.
Custom Formatting of Data

By using the AutoFormat property, you customize the format of the value that appears in a Cue. For example, you can set the number of decimal places, or place a symbol such as a +, -, or %, before or after a value.
Cues