{"id":20027,"date":"2021-07-22T18:14:50","date_gmt":"2021-07-22T17:14:50","guid":{"rendered":"https:\/\/arquiconsult.com\/?p=20027"},"modified":"2024-10-23T11:05:32","modified_gmt":"2024-10-23T10:05:32","slug":"how-to-make-pages-and-reports","status":"publish","type":"post","link":"https:\/\/arquiconsult.com\/en\/how-to-make-pages-and-reports\/","title":{"rendered":"#04 HOW TO MAKE PAGES AND REPORTS SEARCHABLE IN THE TELL ME FEATURE"},"content":{"rendered":"<p>The Business Central client includes the <strong>Tell Me <\/strong>feature that allows users to find pages and reports using the search window, as shown in the image below.<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-16930 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture1.png\" alt=\"-\" width=\"610\" height=\"352\" title=\"-\"><\/p>\n<p>If you want your objects to be discoverable, you must pay special attention to specific properties that we will describe below. They apply to pages and reports and can have a significant impact on how users interact with Business Central improving user\u2019s productivity and UI experience.<\/p>\n<p><strong>ApplicationArea<\/strong><\/p>\n<ul>\n<li>This property offers developers, administrators, and users the ability to define differentiated user experiences controlling what to show or hide in the user interface.<\/li>\n<li>The standard values are All, Basic, Suite and Advanced, but there are more. You can find those on Table 9178 Application Area Setup.<\/li>\n<li>You can define one or more Application Areas.<\/li>\n<li>Applies to Pages, Reports, and several controls as for example Page Labels, Fields, and Actions.<\/li>\n<li>If you specify ApplicationArea on each field of the page, it\u00a0should\u00a0change\u00a0the look based on what is enabled in ApplicationArea.<\/li>\n<li>ApplicationArea directly relates with the User Experience Tiers, as they determine which areas are enabled\/disabled for a company\/database.<\/li>\n<\/ul>\n<p><strong>What is the User Experience?<\/strong><\/p>\n<p>As Microsoft explains<sup>(A)<\/sup>, you can define the product complexity level, and which features the company\u2019s users get access to, by changing the User Experience setting on the company information page.<\/p>\n<p>There are two options: Essential and Premium.<\/p>\n<ul>\n<li>Essential \u2013 Shows all actions and fields for all common business functionality.<\/li>\n<li>Premium \u2013 Shows all actions and fields for all business functionality, including Manufacturing and Service Management.<\/li>\n<\/ul>\n<p>In conclusion, with Essential you can use ApplicationArea Basic, Suite, All and others like FixedAssets and Jobs. If your experience tier is set to Premium, you can use all the ones mentioned before plus Service and Manufacturing.<\/p>\n<div class=\"services_vertical horizontal_services row\" style=\"background-color: #f7f7f7; padding: 25px; border-radius: 5px;\"><strong>Example1:<\/strong><br \/>\nIf you set the ApplicationArea to Service, using Essential User Experience, the page will not appear in Search.<\/div>\n<p><img loading=\"lazy\" class=\"size-full wp-image-16933 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture2.png\" alt=\"-\" width=\"357\" height=\"152\" title=\"-\"><\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-16936 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture3.png\" alt=\"-\" width=\"551\" height=\"59\" title=\"-\"><\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-16939 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture4.png\" alt=\"-\" width=\"548\" height=\"105\" title=\"-\"><\/p>\n<div class=\"services_vertical horizontal_services row\" style=\"background-color: #f7f7f7; padding: 25px; border-radius: 5px;\"><strong>Example2:<\/strong><br \/>\nChanging the User Experience to Premium the page will now appear in Search.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" class=\"size-full wp-image-16942 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture5.png\" alt=\"-\" width=\"563\" height=\"60\" title=\"-\"><\/div>\n<div><img loading=\"lazy\" class=\"size-full wp-image-16945 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture6.png\" alt=\"-\" width=\"551\" height=\"141\" title=\"-\"><\/div>\n<p><strong>UsageCategory<\/strong><br \/>\n\u2022 This property makes a page or report searchable on the Tell Me feature and categorize the object.<br \/>\n\u2022 It is a required setting used together with the ApplicationArea property.<br \/>\n\u2022 Guide the user and improve productivity.<br \/>\n\u2022 The values of this property are the listed below <sup>(B)<\/sup><\/p>\n<div><img loading=\"lazy\" class=\"size-medium wp-image-16947 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture7-640x286.png\" alt=\"-\" width=\"640\" height=\"286\" srcset=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture7-640x286.png 640w, https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture7.png 665w\" sizes=\"(max-width: 640px) 100vw, 640px\" title=\"-\"><\/div>\n<p><strong>AdditionalSearchTerms <\/strong><br \/>\n\u2022 This property helps to specify other words or phrases that can help users to find a page or report.<br \/>\n\u2022 The page or report must be searchable (so, it means the UsageCategory property must be set to a value different than None).<br \/>\n\u2022 Are useful when the caption does not reflect what the user will look for or to group several objects within the same concept. For example, if you have several reports that are part of the reports to \u201cTax Authority\u201d, you can apply the same AdditionalSearchTerms to all.<\/p>\n<div>\n<p style=\"text-align: left;\"><strong>Example:<\/strong><\/p>\n<p><strong><img loading=\"lazy\" class=\"size-full wp-image-16951 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture8.png\" alt=\"-\" width=\"385\" height=\"168\" title=\"-\"><\/strong><\/p>\n<\/div>\n<p><img loading=\"lazy\" class=\"size-full wp-image-16954 aligncenter\" src=\"https:\/\/arquiconsult.com\/wp-content\/uploads\/2021\/08\/Picture9.png\" alt=\"-\" width=\"435\" height=\"136\" title=\"-\"><\/p>\n<p><sup>(A) <\/sup><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/ui-experiences\" target=\"_blank\" rel=\"noopener\">https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/ui-experiences<\/a><\/p>\n<p><sup>(B)<\/sup><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/dev-itpro\/developer\/properties\/devenv-usagecategory-property\" target=\"_blank\" rel=\"noopener\">https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/dev-itpro\/developer\/properties\/devenv-usagecategory-property<\/a><\/p>\n<!--themify_builder_content-->\n<div id=\"themify_builder_content-20027\" data-postid=\"20027\" class=\"themify_builder_content themify_builder_content-20027 themify_builder tf_clear\">\n    \t<!-- module_row -->\n\t<div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_ut92294 tb_first tf_clearfix\">\n\t    \t\t<div class=\"row_inner col_align_top col-count-1 tf_box tf_w tf_rel\">\n\t\t\t<div  data-lazy=\"1\" class=\"module_column tb-column col-full first tb_qczg295 tf_box\">\n\t\t\t    \t        <div class=\"tb-column-inner tf_box tf_w\">\n\t\t    <!-- module buttons -->\n<div  class=\"module module-buttons tb_4w2v296 buttons-horizontal transparent sugestoes hide-desktop hide-tablet hide-tablet_landscape hide-mobile large circle tf_textc hover-wow\" data-tf-animation_hover=\"pulse\" data-lazy=\"1\">\n    \t<div class=\"module-buttons-item tf_inline_b\">\n\t\t\t\t\t\t\t<a href=\"#\" class=\"ui builder_button transparent\" >\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"tf_inline_b tf_vmiddle\">Give as Feedback<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t    \t<\/div>\n\t<\/div>\n<!-- \/module buttons -->\n\t        <\/div>\n\t    \t<\/div>\n\t\t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t\t<!-- module_row -->\n\t<div  data-anchor=\"sucesso\" data-hide-anchor=\"1\" data-lazy=\"1\" class=\"module_row themify_builder_row sucesso repeat tb_has_section tb_section-sucesso tb_2ac2483 tf_clearfix\" >\n\t    \t\t<div class=\"row_inner col_align_top col-count-1 tf_box tf_w tf_rel\">\n\t\t\t<div  data-lazy=\"1\" class=\"module_column tb-column col-full first tb_shj7483 tf_box\">\n\t\t\t    \t        <div class=\"tb-column-inner tf_box tf_w\">\n\t\t    <!-- module buttons -->\n<div  class=\"module module-buttons tb_4rrv484 buttons-horizontal transparent popmake-24705 large circle tf_textc\" data-lazy=\"1\">\n    \t<div class=\"module-buttons-item tf_inline_b\">\n\t\t\t\t\t\t\t<a href=\"#\" class=\"ui builder_button tb_default_color\" >\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"tf_inline_b tf_vmiddle\">Give as a Feedback and Suggest Questions<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t    \t<\/div>\n\t<\/div>\n<!-- \/module buttons -->\n\t        <\/div>\n\t    \t<\/div>\n\t\t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t<\/div>\n<!--\/themify_builder_content-->\n","protected":false},"excerpt":{"rendered":"<p>The Business Central client includes the Tell Me feature that allows users to find pages and reports using the search window, as shown in the image below. If you want your objects to be discoverable, you must pay special attention to specific properties that we will describe below. They apply to pages and reports and [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":37954,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2099],"tags":[2076],"acf":[],"_links":{"self":[{"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/posts\/20027"}],"collection":[{"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/comments?post=20027"}],"version-history":[{"count":0,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/posts\/20027\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/media\/37954"}],"wp:attachment":[{"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/media?parent=20027"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/categories?post=20027"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/arquiconsult.com\/en\/wp-json\/wp\/v2\/tags?post=20027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}