ALL About NAV 2018 Web Client Personalization

ALL About NAV 2018 Web Client Personalization

Hi people, another post of my “ALL About” Series (the last before Christmas! …and the last of the year I think).

I already talked about this topic in the last article about the NAV 2018 what’s New on MSDynamicsWorld:
“User Personalization & Web Client: “Personalize your workspace directly in the browser”.
“Today it is really possible to configure the Web Client as you want (configure by Browser), it has become a desktop interactive whiteboard where you can customize almost everything.
Today is possible to configure:

• Reposition the Freeze Pane, Move and hide page parts, Reposition or hide Cues and Cue Groups and use ListParts on Role centers

Preview reports on the Web client: another very nice feature, very helpful, print preview without saving files.”
Take a look here:

BUT…
Some additional explanations are needed…

NAV 2018 WEB CLIENT NEW FEATURESLIMITATIONS
With new Dynamics 2018, there is a lot of improvement in a Web Client.
Nice post by Totovic about new featureslimitations of NAV 2018 Web Client, take a look here:
Browser Limitations with the Microsoft Dynamics NAV Web Client:
· Dynamics NAV 2018
Feature Limitations of the Microsoft Dynamics NAV Web Client:
· Dynamics NAV 2018

ABOUT PERSONALIZATIONS
CONFIGURE AND PERSONALIZE
You can customize, or personalize, your workspace to suit your work and preferences by changing the layout of pages so that they display only the information you need, where you need it. The personalization changes that you make will only affect what you see, not what other users see.
You can personalize your workspace by using the Microsoft Dynamics NAV Windows and Microsoft Dynamics NAV Web client. The personalization changes that you make will also be seen in the Microsoft Dynamics NAV Phone client.
Depending on the type of page and what it includes, you can:
· Add, move, and remove fields.
· Add, move, and remove columns in a list.
· Change the freeze pane of columns in a list. The freeze pane locks one or more columns to the left side of a list so that are always present, even when you scroll horizontally.
· Move and remove Cues (tiles).
· Move and remove parts. Parts are subdivisions or areas on a page that contain things like multiple fields, another page, a chart, or tiles.
Comparing Personalization in the Dynamics NAV Windows and Web Clients
Depending on the page, you can personalize many parts of the user interface, such as what fields or columns are shown and where they are placed, what actions are included on the ribbon, and more. Many of these things you can do in both the Windows client and Web client. The following table provides an overview of the personalization capabilities in each client.
SCHEMA OF DIFFERENCES

Personalize	Windows client	Web client
Fields in FastTabs
Add, move, remove	x	x
Show in collapsed header	x
Hide under Show more fields action	x
Lists or document lines
Add, move, remove columns	x	x
Add, move, remove freeze pane	x	x
FactBoxes
Move, remove	x	x
Add	x
Add, move, remove fields	x	x
Cues
Move, remove	x	x
Add	x
Charts
Move, remove	x	x
Add	x
Ribbon and actions		x
Navigation Pane		x

Working with Personalization Between the Dynamics NAV Windows and Web Client

Before you start personalizing pages, it is important to understand how the personalization between the Window client and Web client works. If you will only ever use either the Windows client or the Web client, this information is not so relevant. However, it becomes important if you begin to personalize pages using both clients or when transitioning from using the Windows client to using the Web client permanently.
· If you use the Windows client to personalize a specific page from the start, you will also see the personalization changes to the page in the Microsoft Dynamics NAV Web client as well.
· From this point on, you will personalize the page in the Windows and Web client independent of each other, which means the page can potentially look different in each client. The Phone and Tablet clients will show the same page personalizations as the Web client.
NB: Enabling or Disabling Personalization in the Microsoft Dynamics NAV Web client
By default, personalization is not enabled in the Microsoft Dynamics NAV Web client. To enable personalization, you modify the configuration file (navsettings.json) of the Dynamics NAV Web Server instance for the Web client to include this line:

"PersonalizationEnabled": "True"

If you want to disable personalization in the Web client, remove this line.
For more information about how to modify the navsettings.json file, see Modify the navsettings.json file directly.
“HOW TO” PERSONALIZE


To personalize a page

1. In the upper-right corner, select your avatar, and then Personalize.

The Personalizing banner appears at the top, which indicates that you can start making changes.

Note
If you do not see the Personalize action, then personalization has not been enabled. Contact to your administrator or see Enabling or Disabling Personalization in the Microsoft Dynamics NAV Web client for information about how to enable it.
2. Go to a page that you want to personalize.
If there is a icon in the banner: LOCKED, see Why the Page is Locked for more details.
If there is a icon, you cannot personalize the page because it has been configured by an administrator.

1. Point to an area that you want to personalize, such as a field or column header in a list. Anything that you can personalize is immediately highlighted with an arrow or border.

4. Use this table to help make changes:

What do you want to do	How to do it
Move something, like a field, column in list, tile, or part	Point anywhere on what you want to move, and drag it to its new location. The location is indicated by either a thick horizontal or vertical line.
Remove something	Select the arrowhead, and choose Remove.
Add a field or column	In the Personalizing banner, choose More, and then choose Field. The Add Field to Page pane opens on the right. It lists the fields that you can add to the page. Fields marked as Placed are already on the page. Fields marked as Ready are not currently on the page. To add a field, drag it from the pane to the location that you want it. The location is indicated by either a thick horizontal or vertical line.
Change the freeze pane in a list to another column	Select the arrowhead of the column that you want as the last column of the freeze pane, and then choose Set Freeze Pane. If you want to set the freeze pane back to its original designed location, select the arrowhead for the current freeze pane column, and choose Clear Freeze Pane. Note: You cannot remove original freeze pane. There will always be a freeze pane that includes at least one column.

1. You cannot make changes to a list if the list is shown as tiles. You must first switch the page to the list view by selecting the icon.
2. You can continue to make changes on the same page or move to another page. Your changes are automatically saved as you make them. When you are done, in the Personalizing banner, choose Done.
   

Personalization in Detail

To help you better understand personalization, here are some pointers.
· When you make changes to a card page that you open from a list, the changes will take effect on all records that you open from that list. For example, let us say you open a specific customer from the Customers list window, and then personalize the page by adding a field. When you open other customers from the list, the field that you added will also be shown.
· Changes that you make will take effect on all your Role Centers. For example, if you make a change to the Customer list when the Role Center is set to Business Manager, you will also see the change in the Customer list when Role Center is set to Sales Order Processor.
· Changes to a page in a pane will take effect on the page where ever it is shown.
· You can only add fields and columns from a predefined list, which is based on the page. à You cannot create new ones.
SOME PICTURES ABOUT PERSONALIZATION










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