Support Alert......!!!! Role Centers: Right on Cue CRM:0027633

Role Centers: Right on Cue

AX 2009 ships with a variety of preloaded cues that typically correspond to
a form in the application. You can view these cues in the Basic module
(Setup>Role Center>Edit Cues).

http://www.dynamicscare.com/blog/wp-content/uploads/2011/01/editcues.png

In this form, you can review all the existing cues and, once you create your
own cues, you can edit cues if they are showing you exactly what you're
looking for. To create your own cue, open a form, apply a filter, and then
save the filter as a cue. As an example, we'll create a cue for planned
purchase orders from vendor 2102. To do this, we'll open the planned
purchase order form and click on the advanced filter button (which looks
like a funnel and pencil).

http://www.dynamicscare.com/blog/wp-content/uploads/2011/01/advancedfilter.p
ng

Enter your filter criteria and then click on the Modify button and select
Save as Cue.

http://www.dynamicscare.com/blog/wp-content/uploads/2011/01/saveascue.png

You'll then be asked to enter a Cue ID and a Caption. The Cue ID is
character limited but you can enter a more informative title to the Caption.
You'll want to use ID's and caption that you can easily recognize later. You
will also enter some other information on the Save as Cue form, including
the cue's count, it's threshold, it's total, and it's security level. The
count, threshold, and total are tools that can be used to create a more KPI
feeling to the cue. The security is important to note if you plan on sharing
the cue across users or if it will be just for personal use. This a big
advantage of Cues over saved filters; saved filters can't be shared across
users. Once the cue is saved, head back to your Role Center home page. If
you already have Cues on your Role Center, click the down arrow next to
their title and select edit web part. If you need to add the Web Part,
select Personalize this Page and add the Web Part.

http://www.dynamicscare.com/blog/wp-content/uploads/2011/01/addcues.png

When editing the Cues Web Part, you have to select the Cue you are
modifying. If you want to modify a Cue already in the Web Part, select if
from the list. If it's a new Cue, select the Cue after the number of Cues
already in the Web Part. In the View drop down, select the Cue we just
saved; it will be listed under the Caption we gave the Cue earlier. Again,
you can edit the count, threshold, and total of the Web Part. The threshold
can add an indicator to the cue if it violates the threshold. The total can
also be used to display information about the items in the cue.

http://www.dynamicscare.com/blog/wp-content/uploads/2011/01/cuesettings.png

Once you click ok, you'll notice that the cue has been added.

http://www.dynamicscare.com/blog/wp-content/uploads/2011/01/plannedpocue.png

That does it for adding cues to your Role Center. It's really simple and its
simplicity makes it a very powerful tool in Microsoft Dynamics AX 2009.

Update: I wanted to add a quick note that not only can Cues be shared across
users but they can also exported and imported to other application instances
(pretty handy if you create a complicated cue in a test environment and you
want to move it to live). To do this, export the cue to the AOT by selecting
the Export to AOT option from the Export button on the Edit Cues form. This
will add the Cue to the Resource node.

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Faiqa Usman, Support Manager