How to: Define Promoted Action Categories Captions for the Ribbon

Promoted actions are actions that are displayed in the ribbon of the RoleTailored client. You can organize promoted actions into different categories, where each category is indicated by a caption in the ribbon. You define up to 10 categories for a page. The following figure illustrates a page that has promoted actions under the following categories:

• New

• Tasks

• Reports

• Discounts

The following illustration shows the Ribbon with promoted actions under categories.

You assign a promoted action to a category by setting the PromotedCategory property of the action. You can choose among the following categories:

• New

• Process

• Report

• Category4

• Category5

• Category6

• Category7

• Category8

• Category9

• Category10

By default, these category names correspond to the captions that are displayed for the category on the page in the Microsoft Dynamics NAV Windows client. You will typically want to change these captions, especially the Category4 through Category10 captions.

You change category captions on a page-by-page basis and for each Microsoft Dynamics NAV Windows client language.

To define promoted action category captions

1. In the development environment, on the Tools menu, choose Object Designer.

2. In Object Designer, choose Page, select the page, and then choose Design.

3. In Page Designer, select a blank row, and then in the View menu, choose Properties.

4. In the Page - Properties window, locate the PromotedActionsCategoriesML property, choose the Value field, and then choose the AssistButton to open the Multilanguage Editor.

5. In the Multilanguage Editor, set the Language field to the language version of the categories that you want to define.

6. In the Value field for the language, type the category captions as follows:

   New_caption,Process_caption,Reports_caption,Category4_caption,Category5_caption,Category6_caption,Category7_caption,Category8_caption,Category9_caption,Category10_caption

   Substitute the italic text with the text that you want for each caption. Separate each caption with a comma. The position of the caption in the list determines its corresponding category setting in the PromotedCategory property for actions, as shown in the following table:

   PromotedActionsCategoriesML caption position	PromotedCategory property value
   First	New
   Second	Process
   Third	Reports
   Fourth	Category4
   Fifth	Category5
   Sixth	Category6
   Seventh	Category7
   Eighth	Category8
   Ninth	Category9
   Tenth	Category10

   For example, to define the captions for the figure at the beginning of this topic, you enter the following text:

   New,Tasks,Reports,Discounts

   Then, to assign a promoted action to the caption Tasks, in the Action Designer, set the PromotedCategory property value for the action to Process.

   Note

   You only need to define captions for the number of categories that you want to use on a page. You do not need to define captions for all 10 categrories.

7. Close the page properties and save the page.

See Also

Tasks

How to: Promote Actions to the Ribbon on Pages
How to: Add Actions to a Page
How to: Set an Icon on an Action

Concepts

Actions Overview