Add Menu Short Cut

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Posted on by JGarcia123

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How do I add a specific screen to the menu short cuts. For example, if I want to add "Purchase Invoices" to the same line as "Customers Vendors Items Bank Accounts Chart of Accounts", how do I go about that. I can hide the existing lines using personalization, but am not seeing where I can add or select a screen in that section. Please advise. Look forward to a response.

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Dynamics 365 Business Central

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Suggested answer

YUN ZHU 77,351 Super User 2025 Season 1 on at

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Add Menu Short Cut

Hi, just add some info. Hope this helps as well.

Dynamics 365 Business Central: How to customize Role Center in AL

https://yzhums.com/5641/

Thanks.

ZHU
JGarcia123 414 on at

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Add Menu Short Cut

Thank you, Andy,

I also found the Book Mark button after I had posted last night. That is what I was looking for. Appreciate the feedback.

JG
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Andy Wingate 318 on at

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Add Menu Short Cut

Hiya

First bookmark the page - you can do that from the tell me (ALt-Q):

That adds it to the end:

Then you can personalise and drag it where you need it: click and drag the little pink triangle...

Use the Customise pages from the "Profiles (Roles)" page if you want the change to apply to all users using that profile..

Hope that helps!

Cheers

Andy
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Khushbu Rajvi. 8,216 Super User 2025 Season 1 on at

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Add Menu Short Cut

Hi, you need to add the Purchase Invoice action in the Embedding area. Use the following code to add the action:

pageextension 50708 rolescentralext extends "Business Manager Role Center"

{

actions

{

addafter("Chart of Accounts")

{

action("Purchase Invoice1")

{

ApplicationArea = Basic, Suite;

Caption = 'Purchase Invoice';

RunObject = Page "Purchase Invoice";

ToolTip = 'Create a purchase invoice to mirror a sales document sent by a vendor.';

}

}

}

}

for more details: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-simple-role-center-example
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CU23091617-0 37 on at

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Add Menu Short Cut

Hi @JGarcia123,

You can "bookmark" the page of Purchase Invoice (list or card), to make it visible next to your menu shortcuts.Open the desired Card Page or List Page, and click on this Bookmark icon