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Manage Cues on Role Center pages

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Cues Web parts display a visual representation of a user's workload and the user's remaining work items, such as sales leads or overdue activities. Users can add cues to their Home Page in the Microsoft Dynamics AX client or to their Role Center page in Enterprise Portal for Microsoft Dynamics AX. This topic describes the following tasks that are related to cues:

  • Create a cue from a list page.

  • Modify a cue.

For information about how to add a Cues Web part and modify the properties of a cue, see Manage cues (Enterprise Portal).

Create a cue from a list page

  1. Open a list page in the Microsoft Dynamics AX client.

  2. In the drop-down list next to the name of the list page, click Save as cue.

  3. In the Save as cue form, enter the appropriate information. For more information about the fields and options in the Save as cue form, press F1 on the keyboard or click the Help button in the form.

After you create the cue, the cue is listed in the Edit cues form.

Modify a cue

  1. Click Organization administration > Setup > Role center > Edit cues.

  2. Select a cue in the list.

  3. Enter the appropriate information for the selected cue. For more information about the fields and options in the Edit cues form, press F1 on the keyboard or click the Help button in the form.

  4. Click OK.