Adding to Home Page templates

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

 

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

Users who have already chosen a role before your integration was installed will have to manually add items to their 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:

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Role

Quick Link and metric procedure

Reports procedure

Accounting Manager

SetupAccountingManagerRole

SetupAccountingManagerReports

Accounts Payable

SetupAccountsPayableRole

SetupAccountsPayableReports

Accounts Receivable

SetupAccountReceivablesRole

SetupAccountReceivablesReports

Bookkeeper

SetupBookkeeperRole

SetupBookkeeperReports

Certified Accountant

SetupAccountantRole

SetupAccountantReports

Collections Manager

SetupCollectionsManagerRole

SetupCollectionsManagerReports

Customer Service Rep

SetupCustomerServiceRole

SetupCustomerServiceReports

Dispatcher

SetupDispatcherRole

SetupDispatcherReports

Human Resources

SetupHRManagerRole

SetupHRManagerReports

IT Operations Manager

SetupITManagerRole

SetupITManagerReports

Materials Manager

SetupMaterialsManagerRole

SetupMaterialsManagerReports

Operations Manager

SetupOperationsManagerRole

SetupOperationsManagerReports

Order Processor

SetupOrderProcessorRole

SetupOrderProcessorReports

Payroll

SetupPayrollRole

SetupPayrollReports

Production Manager

SetupProductionManagerRole

SetupProductionManagerReports

Production Planner

SetupProductionPlannerRole

SetupProductionPlannerReports

Purchasing Agent

SetupPurchasingAgentRole

SetupPurchasingAgentReports

Purchasing Manager

SetupPurchasingManagerRole

SetupPurchasingManagerReports

Shipping and Receiving

SetupShippingRole

SetupShippingReports

Shop Supervisor

SetupShopSupervisorRole

SetupShopSupervisorReports

Warehouse Manager

SetupWarehouseManagerRole

SetupWarehouseManagerReports


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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