Adding to Home Page templates

An integrating application can add the following items to a Home Page template for a role:

• Quick Links
• Reports
• Metrics

When a user chooses that role, any items you add to the template will be included on that user’s initial Home Page.

The Microsoft Dynamics GP dictionary contains form-level procedures defined in the syHomePageRole form that are used as the templates when setting up a Home Page for a user. You will create triggers for the procedures that set up the Home Page for the roles you want to add items to. The following table lists the procedures of the syHomePageRole form that set up the Quick Links, metrics, and reports for a role:

The following is a portion of the Startup script for the sample integrating application. It registers two procedure triggers that will add Home Page items to the templates for the Customer Service Rep and Operations Manager roles.

l_result = Trigger_RegisterProcedure(script SetupCustomerServiceRole of form syHomePageRole, TRIGGER_AFTER_ORIGINAL, script IG_HomePage_SetupRoles);
if l_result <> SY_NOERR then
	warning "Procedure trigger registration failed.";
end if;

l_result = Trigger_RegisterProcedure(script SetupOperationsManagerRole of form syHomePageRole, TRIGGER_AFTER_ORIGINAL, script IG_HomePage_SetupRoles);
if l_result <> SY_NOERR then
	warning "Procedure trigger registration failed.";
end if;

The trigger processing procedures will actually add the items to the Home Page template for the specific role. The trigger processing procedure to add Quick Links and metrics must have the following parameters:

in integer iIndustry;
in integer iUserRole;

The trigger processing procedure to add report items must have the following parameter:

in integer iUserRole;

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