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Workspace tiles for creating new orders

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Posted on 30 Nov 2023 08:11:11 by Community member

Hi!

Does anyone know if it is possible to create a tile that makes it possible to directly from workspace create new orders? I have seen it in existing workspaces but can not figure out how to do it or find any information about it.

Thankful for any insight!

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Kevin Xia Microsoft Employee on 30 Nov 2023 at 09:08:35

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Workspace tiles for creating new orders

Hi,

Are you referring to how to create a workspace tile? If so, you can refer to this official documentation: Modify a workspace with a tile, list, and data cache - Finance & Operations | Dynamics 365 | Microsoft Learn, which mentions an example to help you better understand how to add a tile:

In this section, you will add the required metadata to add a new tile to the Summary section of the FmtClerkWorkspace form to show this information. To make this tile work correctly, you will have to add four metadata artifacts: a query, a menu item, a tile, and a tile button.

Best regards,

Kevin
Community member 4 on 30 Nov 2023 at 08:55:23

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Workspace tiles for creating new orders

Hi Andre,

Thank you so much for your answer! This brings a lot more clarity to why I have not been able to find it, but now I know that it is possible with development.
André Arnaud de Cal... 293,435 Super User 2025 Season 1 on 30 Nov 2023 at 08:35:32

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Workspace tiles for creating new orders

Hi Lisa,

Using tiles, you can have a count and open a menu item with a filtered list based on the query used for the count. There is also an option to only have a menu item set on the tiles. If the menu item is e.g. PurchTableCreate, CustTableCreate, it will open the creation form when you click on a tile. This is possible with development. There is no option to configure this type of tiles as part of a personalization.
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Waed Ayyad 8,041 Super User 2025 Season 1 on 30 Nov 2023 at 08:33:46

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Workspace tiles for creating new orders

Hi @Lisa Paulsson,

Can you give me an example about what you want to achieve in order to help you?

Regards,

Waed Ayyad

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