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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / How to Add a Quick Lis...
Microsoft Dynamics SL (Archived)

How to Add a Quick List for a Custom Activity Pane in the Role Center

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Posted on by Community Member

Hi everyone, I'm trying to add a custom activity pane in the role center. I can add the custom activity pane, but I can't link a quick list to the activity.

I added the activity pane using SQL because I didn't find other way. The activity pane shows the correct number of items according to the SQL script that I'm using, but I can't find the way to send the Quick List for those items.

somebody knows what I'm missing?

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  • Verified answer
    Ajit Kannan Profile Picture
    Ajit Kannan 1,246 on at

    Hi Cesar,

    Import the Pvrec.csv file into as per the below steps.

    • Open SL-11 -> Administration->Utilities -> Possible Values import
    • Click the button Enter file name. Browse and select the Pvrec.csv file.
    • Click the button Begin process

    Import the Rccue.CSV & RcActivity.CSV file as per the below steps.

    • Open SL-11 -> Administration->Utilities -> Database Update
    • Select Rccue.CSV & RcActivity.CSV files from the Delivery folder.
    • Click the Begin processing button.
    • Close SL-11 Application.

    Create Role Center for displaying Quick Query List as per the below steps

    • Open SL-11 -> Administration->Security ->Access Rights Maintenance
    • Open Access Rights Maintenance Screen
    • Select the Type as Group, Group/User ID as EVERYONE, Company ID.
    • Click the Role Center Tab.

    Go through beneath link

    community.dynamics.com/.../role-center-in-dynamics-sl-2011.aspx

    Thanks,

    Ajit Kannan

  • Community Member Profile Picture
    Community Member on at

    Hi Ajit, I read your blog many times before posting my issue. My problem is that I don't have any csv file and I didn't know that's what I needed, I just did inserts to the tables. With your explenation I figure out what I need.

    I'm going to create the csv files and try that way.

    Thank you

  • Community Member Profile Picture
    Community Member on at

    Could you resolve this? I'm exactly on the same step, I've added the activity pane but i couldn't add the Quick List.

    I realized we need a Stored procedure to show the # items as an indicator (I added an RCCue_XXXXX sp and put it on the SQL field of the RCCue table). I've also setup a QL_XXXXX as the third parameter on the links field with no results.

    This is the content of the link field for the CUSTDUE60 record in the RCCue table: [LT;3;QL_CUSTDUE60]. 

    I thought QL_CUSTDUE60 means a Stored Procedure responsible to show the quick list but I was wrong...                                                                                                                                                                                                                                                

  • Ajit Kannan Profile Picture
    Ajit Kannan 1,246 on at

    Hello,

    Yes, QL_CUSTDUE60 is a SP.Also, you need to create a PVREC for this SP to view the quick list .

    Thanks,

    Ajit Kannan S R

  • Community Member Profile Picture
    Community Member on at

    Hello.

    making the "sp_helptext" function with parameter "QL_CUSTDUE60" is doesn't appear like store procedure.

    Greetings.

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