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Microsoft Dynamics NAV (Archived)

Dynamics NAV 2018 - Custom Actions & Journals on Rolecenter - Best Practices/How To?

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Posted on by Joshua-Lehmann 75

Hello

We are a dynamics NAV Partner and we sell an industry specific solution based on NAV.

 

Internally in our company, we use NAV 2017 Standard with some little customization's.

Now I got the order to upgrade to NAV2018 and I already merged the objects etc. Then I saw that we have many customization's just to have certain pages and journals that we need often quicker and easier available for us. For example we modified the Page 9006 "Order Processor Role Center" and just added some custom Actions to it, to have the menu items in the navigation pane that my company wants the users to have. (See Screenshot 1 at the end)

We did that by just adding a lot of actions in the Page Designer (See Screenshot 2 at the end)

Of course this makes object changes and every time we want to update we need to merge the objects that we customized, so I was wondering which is the best way/best practice to just customize the available UI Elements for all users? I know you can add the journals via the user customization, but then they appear in the top action bar and a bit ugly without an icon. My company prefers the navigation pane, and would like to have the actions there. 

So basically my question is, how is the best way to implement our changes (new actions, lists, and mostly journals added to role center navigation pane) in NAV2018 so that we have minimum work and maintenance?

Thanks for every suggestion :) 

BR Joshua

Rolecenter_2D00_ClientView.png

RoleCenterActions_2D00_Designer.png

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  • Verified answer
    AJAnsari Profile Picture
    AJAnsari 5,754 on at
    RE: Dynamics NAV 2018 - Custom Actions & Journals on Rolecenter - Best Practices/How To?

    I concur with Stefano's suggestion, and have one more: If you must use an existing role center (or need to add your actions to an standard / existing NAV page), you can create a Page extension and add your custom action items as part of that extension. Pretty easy to do, and easy to maintain across updates and upgrades.

    Here's an example for adding a custom action to a ribbon of a standard NAV via a page extension:

    github.com/.../ItemCardPage.al

    The example above is in AL, done using Visual Studio Code, but you should be able to do it in C/AL from the NAV Development Environment as well (unless I'm mistaken).

    I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Dynamics NAV 2018 - Custom Actions & Journals on Rolecenter - Best Practices/How To?

    You can create a custom Role Center (maybe starting from an existing one that suits your needs) and add the new actions here. In future upgrades, you don't need to manage this role centeryour role-center will not be impacted.

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