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Customize the user interface for user roles

  • Artikkeli

The strength of Business Central is its role-tailored experience that helps users focus on the work that is important to them. Business Central offers several features for developers, application administrators, and end-users, that can be used to customize the the pages that users work with in the client. These features customize the pages on different layers, as illustrated in the following figure. Some customization is done in AL extensions, while others can be done from the client.

Role customization overview.

Role Centers

The Role Center is first layer of customization. The Role Center is the user's entry point and home page for Business Central, displaying information that is pertinent to the user's role in the company and enabling them to easily navigate to relevant pages for viewing data and performing tasks. You can develop several different Role Centers, where each Role Center is customized to the profile of the intended users.

A Role Center is created in AL by the rolecenter page type.

For more information, see Designing Role Centers.

Page extensions and designer

A page extension object extends a page object by adding, moving or hiding UI elements that are defined in the page's source code. Page extensions can be created in Visual Studio Code or from the client using Designer. Changes made by page extensions affect the UI for all users, regardless of which profile they belong to.

Profiles and page customizations

A profile is the mechanism that makes a Role Center and its associated pages available to users in the client and enables you to build an individual experience for the specific user role. In the client, profiles are referred to as Roles. Users sign in to the client under a specific role, which they can switch from the My Settings page. Different profiles can use the same Role Center. Profiles can be created as part of an extension by writing AL code or they can be created from the client by a user who has the proper permissions, typically an administrator or consultant.

On top of the profile are page customizations. Page customizations modify the layout of elements on specific pages. For example, you can move or hide actions, fields, columns on list, or entire parts; exactly the same modifications that can be done using personalization. The page customizations will be seen by all users of the profile. Like profiles, page customizations can be made in AL as part of an extension or from the client by modifying the profile. Customizations that are made from the client will take precedence over the customizations in AL.

For more information about profiles and page customization in AL, see Designing Profiles. For information about using the client, Customizing the Workspace for Profiles (Roles) in the Business Central Application Help.

Personalization

The last layer of customization is personalization. This is done strictly in the client by end-users for customizing their own workspaces. The changes that users make take precedent over page customizations made on the profile. The changes will only be seen by the user; not other users. For more information, see Personalizing Your Workspace in the Business Central Application Help.

Developing Extensions
AL Development Environment
Page Object
Page Extension Object
Page Extension Properties