Launch Point setup example – Toolbar Floating Palette Launch Point Explanation:
The floating palette is a context-sensitive pick list which can be accessed from the Dynamics Report Manager Toolbar. This palette can be “pinned down” so it does not leave the desktop, and can be moved to any position on the screen where it will remember its placement next time it is opened. This palette provides a list of reports that shrinks and grows as you open and close specific windows, providing a pick list for reports that are relative to what windows you have open at a given time.
Setup Steps:
1. Log into Great Plains as a user who is set up as a DRM Report Administrator
2. Under the Admin View in DRM select Launch Points
3. Click on New Launch Point
4. Select Toolbar Floating Palette as the Launch Point Type, enter a New Launch Point ID and click OK.
5. Under the Settings tab select a Toolbar Options:
a. Always appear on Toolbar Palette, OR
b. Only Appear on Palette when specific form is active
i. Select the Product, Series and Form you would like the report available from.
6. Under the Reports tab use the add button (+) to add the report(s) you would like to have print from this item on the Extra’s Menu.
7. Use the Access tab to setup security restrictions
8. Use the Actions tab to additional actions such as, Set Parameter to Field, Launch All Reports, etc.
Example:
The following are examples of how to add a report to Toolbar Floating Palette.
Toolbar Options – Always appear on Toolbar Palette:
1. Click on New Launch Point
Launch Point Type = Toolbar Floating Palette
New Launch Point ID = Sales Report
2. Settings tab: Toolbar Option = Always appear on Toolbar Palette
3. Reports tab: Click (+) and browse to my Customer List report and click Select
4. Access tab: Set security restrictions.
5. Action tab:
Toolbar Options – Only Appear on Palette when specific form is active:
1. Click on New Launch Point
Launch Point Type = Toolbar Floating Palette
New Launch Point ID = Sales Report
2. Settings tab:
Toolbar Option = Only Appear on Palette when specific form is active
Product = Microsoft Dynamics GP
Series = Sales
Form = Customer Maintenance
3. Reports tab:
Click (+) and browse to my Customer List report and click Select
4. Access tab: Set security restrictions.
5. Action tab: