Creating a Role Center Headline

Article
05/19/2022

You can set up a Role Center to display a series of headline texts that appear one by one for a predefined period of time.

Headline part.

The headlines can provide users with up-to-date information and insight into the business and daily work. Typical categories of headlines might include:

My performance
My workday
Organizational health
Productivity tips
Cross-tenant insights (performance relative to peers)
Getting started information

Important

Headlines will only appear in the Web client; they will not be shown on other client types.

Note

Headlines can display numbers and letters only. For example, headlines cannot display images.

Design concept

In development

In short, the Headline is basically a page that contains one or more fields. The page must be the HeadlinePart type page. Each field defines an individual headline to be displayed. The source for a field can be an expression or a field in an underlying table.

The HeadlinePart page is designed for Role Centers, that is, pages that have the type RoleCenter. If you use a HeadlinePart page on another page type, the part will not render in the client.
Using the OnDrillDown trigger, headlines can be made interactive, meaning that users can select the headline to dig deeper into numbers or values that are shown in the headline or link to another page or URL.
You can dynamically toggle visibility of a specific headline, for example based on its relevancy, by setting the Visible property on the field.
There are only a few field properties that apply to fields that are used on a HeadlinePart type page, including Expression, Visible, ApplicationArea, Drilldown, and DrillDownPageID. All other properties are ignored.

In the client

The Role Center will start by displaying the first visible headline that is defined on the HeadlinePart page. The headline will appear for 5 seconds, then the next headline will appear for 5 seconds, and so on. When all the headlines have been displayed, it will cycle back to the first headline, and continue from there.

If a headline is interactive, users can select the headline to open the target defined in the headline.
Users can pause on a headline by pointing to it.
Users can manually switch among headlines by selecting a corresponding dot that is displayed under the headlines.
Users can personalize their Role Center to show or hide the Headline part as they like.

Creating a HeadlinePart page

Implement the logic that resolves field expressions for the headlines that you will use on the page.

You can apply more flexible and complex patterns, such as having data tables drive the text, drill-down and relevance engine for headlines.
Create a page that has the PageType property set to HeadlinePart.

For each headline, add a field, and set the Expression property. The order of the fields, determines the order in which they appear.

The following example shows the AL code for a simple HeadlinePart page that consists of four fields that display static text.

page 50100 RoleCenterHeadline
{
PageType = HeadLinePart;

layout
{
    area(content)
    {
        field(Headline1; hdl1Txt)
        {

        }
        field(Headline2; hdl2Txt)
        {

        }
        field(Headline3; hdl3Txt)
        {

        }
        field(Headline4; hdl4Txt)
        {

        }
    }
}

var
    hdl1Txt: Label 'This is headline 1';
    hdl2Txt: Label 'This is headline 2';
    hdl3Txt: Label 'This is headline 3';
    hdl4Txt: Label 'This is headline 4';
}

You can now add the HeadlinePart page to the RoleCenter page.

Constructing Headlines with the Expression property

The Expression property supports the following syntax that enables you to specify a title for the headline, the headline text itself, and emphasize a string of text in the headline:

'<qualifier>Title</qualifier><payload>This is the <emphasize>Headline</emphasize>.</payload>'

Tag	Description
`<qualifier></qualifier>`	Specifies the title that appears above the headline. If you omit this tag, the text HEADLINE will be used by default.
`<payload></payload>`	Specifies the actual headline text.
`<emphasize></emphasize>`	Applies the style to the text.

The Expression property must evaluate to the correct syntax. For example, looking back at the previous example, the label hdl1Txt could be:

hdl1Txt: Label '<qualifier>The first headline</qualifier><payload>This is the <emphasize>Headline 1</emphasize>.</payload>';

Making headlines interactive

You can use the OnDrillDown trigger of a headline field to link the headline to more details or relevant information about what is shown in the headlines. For example, if the headline announced the largest sales order for the month, you could set up the headline to open a page that shows a sorted list of sales order for the month.

The following code uses the OnDrillDown trigger to link Headline1 to the Dynamics 365 online help.

field(Headline1; hdl1Txt)
{
    trigger OnDrillDown()
    var
        DrillDownURLTxt: Label 'https://go.microsoft.com/fwlink/?linkid=867580', Locked = True;
    begin
        Hyperlink(DrillDownURLTxt)
    end;
}

Changing the visibility of headlines

You can use the Visible property to show or hide headlines that are defined on the HeadlinePart page. With the Visible property, you can show or hide the control either statically by setting the property to true or false, or dynamically by using a Boolean variable.

Static visibility

With static visibility, you can simply set the Visible property on specific fields. For example, following code hides Headline3:

{
    field(Headline1; hdl1Txt)
    {

    }
    field(Headline2; hdl2Txt)
    {

    }
    field(Headline3; hdl3Txt)
    {
         Visible=false;
    }
    field(Headline4; hdl4Txt)
    {
    }
}

By adding fields under Group controls, you can hide or show more than one headline by setting the Visible property on the Group control. For example, the following code hides headings Headline3 and Headline4:

group(Group1)
{
    field(Headline1; hdl1Txt)
    {
    }
    field(Headline2; hdl2Txt)
    {

    }
    }
group(Group2)
{
    Visible=false;
    field(Headline3; hdl3Txt)
    {
    }
    field(Headline4; hdl4Txt)
    {
    }
}

Important

Unlike other page types, the group control has no effect on the UI on pages of type HeadlinePart. Its primary purpose is to enable developers to group headlines for controlling visibility.

Dynamic visibility

With dynamic visibility, you can show or hide a headline based on a condition that evaluates to true or false.

To dynamically show or hide a headline when the HeadlinePart page opens, the headline field must be in group control, and you set the Visible property on the group control to the Boolean variable that determines the visibility. For example, you could add code on the page's OnAfterGetRecord trigger that evaluates the relevance of displaying Headline3 and results in a Boolean variable being set to true or false.
To dynamically show or hide a headline while a page is open, you set the Visible property on the field control to the Boolean variable that determines the visibility.

group(Group1)
{
    field(Headline1; hdl1Txt)
    {
    }
    field(Headline2; hdl2Txt)
    {

    }
    }
group(Group2)
{
    // Determines visibility when the page opens
    Visible=ShowHeadline3;
    field(Headline3; hdl3Txt)
    {
        // Determines visibility while the page is open
        Visible=ShowHeadline3;
    }
    field(Headline4; hdl4Txt)
    {
    }
}