Building a Role Center

The Role Center is like a dashboard that displays data and functionality related to a specific user role. This recipe will show you how to create a Role Center page for the new RoleTailored client.

How to do it...

1. Create a new page from Object Designer.

2. Set the properties of the page as follows:

   Property	Value
   Caption	Activities
   PageType	CardPart
   SourceTable	Sales Cue

3. Add the following lines in the Page Designer:

   Name	Caption	Type	SubType	SourceExpr
   MainContainer	<Main Container>	Container	ContentArea
   ForReleaseGroup	For Release	Group	CueGroup
   OpenQuotes	Open Sales Quotes	Field		"Sales Quotes Open"
   OpenOrders	Open Sales Orders	Field		"Sales Orders Open"

4. Set the following property on the OpenQuotes line:

   Property	Value
   DrillDownFormID	Sales Quotes

5. Set the following property on the OpenOrders line:

   Property	Value
   DrillDownFormID	Sales List

6. It should look like the following screenshot:

   

7. With your cursor...