Cues Web parts display a visual representation of your workload and give an overview of your remaining work items, such as sales leads or overdue activities, and other tasks that you need to complete. Cues are saved filtered views of form or list page information. When you click a Cue, the associated form or list page opens with the filtered view displayed.

You can specify which Cues to display and modify the properties of the Cue. You can also create Cues or modify Cue filters.

Note Note

For information about the types of page views or other types of Web part and page modifications, see Modify Role Center pages.

Add a Cues Web part

  1. Click the Add a Web Partlink where you want to add the Cues Web part.

  2. In the Add Web Partsdialog box, select Cuesin the All Web Parts> Miscellaneouslist. Click Add.

  3. To modify the Web part properties and select which Cues to display, click editin the upper-right corner of the Web part, and click Modify My Web Part.

    • See the next procedure for information about specifying which Cues to display.

    • See Modify Role Center pagesand the Windows SharePoint Services or Office SharePoint Server documentation for information about Web part properties.

Specify which Cues to display

You can select up to six Cues to display in each Cues Web part. The list of available Cues includes those set up for your Role Center and any that you have created.

  1. Click Personalize this Pagein the upper-right corner of the page.

  2. In the Cues Web part, click editin the upper-right corner of the Web part, and click Modify My Web Part.

  3. In the Web part tool pane, select the number of the Cue position that you are selecting the Cue for in the Select a Cue to Modifylist.

  4. Select a Cue (a saved filtered view) in the Viewlist.

  5. Click OK.

Create a Cue

You can create a new Cue by saving a filtered view in most forms or list pages where advanced filters are available. This Cue will be available only to you. For more information about the fields in this form, see Save as Cue (form).

  1. Open the form or list page where you want to create the filtered view and save it as a Cue.

  2. Create and save a filter using one of the following methods:

    • If you are in a form, press CTRL+F3 to create a query. Enter the filter criteria. For information about filter options, see Finding, filtering, and sorting records. Click > Save as Cue.

    • If you are on a list page, enter the filter criteria. For information about filtering list pages, see Filter a list page. From the list page title drop-down menu, click Save As Cue.

  3. Enter an identifier for the Cue.

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

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

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

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

  8. If you have permissions to do so, select which users will have access to this Cue. If you select , select which profiles will have access to the Cue. This setting applies across all companies.

  9. Click OK.

    To add the Cue to Cues Web parts, follow the steps in the previous procedure.

Modify a Cue

You can modify the properties of the Cue, such as the caption, count information, and threshold.

You also can modify or delete the queries that are used in the filters for existing Cues. For more information about modifying or deleting filter queries, and other advanced filtering information, see Finding, filtering, and sorting records.

  1. Click Personalize this Pagein the upper-right corner of the page.

  2. In the Cues Web part, click editin the upper-right corner of the Web part, and click Modify My Web Part.

  3. In the Web part tool pane, select the Cue that you are modifying in the Select a Cue to Modifylist.

  4. Make changes to any properties.

  5. Click OK.

See Also