I recently just got into Acumatica Report Designer. I have followed a quick tutorial I had found at https://www.timrodman.com/building-your-first-report-in-acumatica-report-designer/, but when I put my report into my Local instance of Acumatica I can not see it. I can directly put the screen id in the URL, but if I search it nothing pops up. I changed all the access rights to granted for the report itself. I have all admin rights on my local instance. What am I missing?
Make sure that you are adding a Workspace and category for anything with Modern UI
Note the top report will show up on Inventory Workspace under the Physical Inventory Category
The bottom 4 reports are loaded on the server but not mapped to the ui so can be accessed in code via an action etc. but are not on the ui. And would be under hidden for security purposes
Site Map Screen
Security View under hidden Workspace
Can you post a picture of your sitemap? My guess is that your URL is incorrect.
Related
I Want to Show custom welcome screen when a user logs in to Dynamics CRM 2016. I searched and i just got how to disable welcome screen tour but i couldn't find how to show my own custom screen (message or HTML).
Any help is appreciated.
Thanks
Make a dashboard with a single large HTML web resource.
Place your content inside that HTML web resource.
Set that dashboard as the default for new users. Display a specific dashboard by default for a specific user role
You can also add your welcome page as HTML web resource, add its link to your sitemap and set this sitemap subarea as a default tab for every user.
EDIT (detailed description):
Create custom HTML web resource and publish it in CRM.
Edit your sitemap to contain link to newly created web resource. Sample configuration below:
Sample
In my case my web resource HTML name is "new_welcome.html"
Go to user's personal options and set your new site.map position to be your user's default tab. You may do this with CRM interface (separately for every user :()) or with the tools for personal options mass update (for example with User Settings Utility from XrmToolBox)
Sample results of above mentioned operations:
Solution of you problem is Announcements.
Its easy to configure and easy to circulate the information across all the users.
Follow the below links for more information about Announcement,
https://www.microsoft.com/en-us/dynamics/crm-customer-center/broadcast-announcements-to-an-entire-organization.aspx
I would suggest not to use announcements because of the following reasons:
It is legacy functionality from CRM 2011 version.
It does not support rich text formatting or html components, images, etc.
You still need to create custom web resource to present it to the end user (so from the work effort perspective it also does not make sense)
I am trying to create a dashboard via SharePoint and I would like to create a section beneath a displayed document where users can type and submit a description of what is going on in the document above. I don't want the users to be able to edit the site page in order to add text to the page so I believe the best solution would be the creation of a web part where a user can create and submit their desired description. The only web parts that I've come across to do something like this are the Note Board web part and the Microfeed web part. The Microfeed part seems too much like a social media page. My problem is I would like to try the Note Board web part but whenever I insert it on the page it never displays an area to type in, just the title "Note Board".
So it seems that this problem came up because of the way my account is related to this particular SharePoint site that I am editing. My account doesn't have a profile attached to it essentially and the way that these notes are shared and stored directly relates to having one of these profiles. The Note Board Web Part turned out to be working perfectly fine my account is just not capable of posting within it. (I figured I'd answer incase anyone else comes up with this problem.)
I have just edited my publishing site home page in SharePoint Designer. The page originally contains some web parts.
I am a newbie as far as SharePoint branding is concerned. I did the editing in Advance Mode when I realized that I couldn't edit areas outside my Web Part Zones and since I need to do that, I tried it using the advance mode. I edited the page adding some inline CSS styling and even added some additional Web Part Zones. Everything looked good when I previewed so I saved and thought all was okay. But to my surprise, Only my account (System Account) can see the changes I made. Every other user on the domain are still see the original page without any of my recent changes.
I have done the Check-In and Publish circle over and over again but no luck.
Does any one have any idea as to what I might have done wrong here and what I can do to fix the issue.
Follow below steps for publishing:
Select “Publish a major version,”. When
prompted to approve the master page, click Yes. This automatically
invokes a SharePoint master page approval page, where you
will find your new master page listed at the top of the page.
Click the drop-down menu beside the master page. Select
Approve and select the Approved radio button. Click OK. Your
master page is now saved and approved in SharePoint.
Navigate to your top-level site collection, and click Site Actions -> Site Settings
Under Look and Feel, select the Master Pages link. For both the
Site and System Master Page settings, select your new master
page from the drop-down menu.
Once you click OK, your changes should be available to all users
The project Dashboards will not display on my SharePoint Team Project portal, as below:
However, project data should be available. Excel Reports do work, and I can browse the cube through SSMS. I checked the warehouse web service, and it also reports everything is fine and ready:
Project Work Items, Recent Builds, and Recent Checkins web parts are all also working fine. Any thoughts on the final piece I'm missing to get dashboards to show up?
Edit: More confusing behavior; When I click Edit Page, the dashboard web parts do show up. Each pops up the confirmation asking if I want to load external queries, but after I click yes for each, it loads up fine and shows the data.
Another Edit: It appears the web parts are starting Minimized. I can click the context menu and select Restore, and then the content will show, as pictured below. However, I still have the questions why are the starting minimized and what is with the inaccurate error message in red?
I have a test user account, who is in the group "Members" with the default permission level of "Contribute". I created two custom aspx pages in Visual Studio, that are stored in the _layouts directory. How is it possible that this user account can view one of those pages, but not the other? One page has a single button on it and the other has a gridview, displaying list items. He can view the page with the gridview, but not the page with a single button. Anyone has an idea why?
Oh, and he is also prohibited from viewing a custom web-part written in Visual Studio, for some reason.
Ok based on your comments it sounds like you are probably accessing either the Group itself and the current user doesn't have access to view the members of the group. Note it may also be something else in your code behind that the current user doesn't have permission to do. Typically the access denied page happens without an exception so you'll have to look at the SharePoint ULS logs for more information on the error. (Technically it aborts the normal page rendering life cycle and redirects the user to the Access Denied page.)
ULS logs are found in the 12 hive under the LOGS subdirectory. I would suggest using the ULS Viewer instead of trying to visually parse through the logs with NotePad (there's a lot there).