Setting up Cues

In TRASER DMS 365, cues represent business data, such as sales activities or open orders. Cues provide a clear and quick summary of daily activities. On the role center page, you can set up individual cues that can be viewed in the My Activities FastTab. To set up a new cue, please proceed as follows:

  • Use the quick search (ALT+Q) in Microsoft Dynamics 365 Business Central to find the page TRASER General Cues Setup.
  • The page TRASER General Cues Setup is displayed.
  • To create a new cue, click on New in the menu bar.
  • Fill out the table with the desired information.

The following fields are available:

Option Description
Code Enter a code for the cue.
Description Enter a name for the cue.
Table ID Enter the table ID that should be used for the cue. Click into the field to open a list with the different table IDs.
Table Name Enter the table name.
Filter Specify the filter that should be used for the cue.
Page ID Enter the page ID that should be used for the cue. Click into the field to open a list with the different page IDs.
Page Name Specifies the page name.
Resp. Center Field ID Enter the field ID for the Responsibility Center field.
Resp. Center Field Name Specifies the name for the responsibility center.
Assigned Field ID Enter the field ID that you would like to set a filter for.
Assigned Field Name Specifies the name of the assigned field.
Assigned Filter Option Specifies the filter that will be applied to the assigned field. If a person in charge is selected, the user ID will be used for the filter. If a salesperson/purchaser or a user from a specific area is selected, the field from the user setup will be used for the filter.
Date Field ID Enter the field ID for the date field that you would like to apply a filter to. The workdate will be used as a reference point for this setting.
Date Condition Specifies the date filter type.
From Date Formula Enter the date formula that should be used for most date conditions.
To Date Formula Specifies the second date formula that will be used if the date condition Range is selected.

You have successfully set up an individual cue.

Adding a Cue to the Role Center

You can add a cue to the My Activities cue for your own user or for another user.
Please proceed as follows:

  • Use the quick search (ALT+Q) in Microsoft Dynamics 365 Business Central to find the page TRASER General Cues Setup.
  • The page TRASER General Cues Setup is displayed.
  • In the menu bar, click on the button with the three dots > Open Cue Setup for User.
  • Select For Me or For Another and confirm your choice by clicking OK.
  • In case you selected For Another, please select the desired user in the User Lookup.
  • The page Edit - My Cues Setup is displayed.
  • In the menu bar, click on the button with the three dots > Copy from Setup.
  • Select a cue and confirm your choice with OK.
  • Close the page Edit - My Cues Setup.
  • Your changes will be saved automatically.

You have successfully added a cue to the My Activities tab on the role center page.