Application Resources

Form ID: (SM301010)

You can use this form to create a page for external application resources (for example, Microsoft Power BI reports) or to edit the settings of an existing page that displays resources. Before adding a resource in MYOB Acumatica, you should set up integration with the external application that contains this resource on the External Applications (SM301000) form. For more information, see Integration with External Applications.

Form Toolbar

The form toolbar includes the buttons described below.

Button Description
View Resource Displays the MYOB Acumatica page with the external application resource selected on the form. You can click this button before selecting a site map location to see how the resource looks in MYOB Acumatica.
Publish to the UI Opens the Publish to the UI dialog box, in which you can modify the site map title and screen ID for the resource, change default workspace and category, and specify access right.
Unpublish Removes the respective node from the site map, clears the assignment of screen identifier and deletes all configured access rights from the database.
Table 1. Publish to the UI Dialog Box

In this dialog box, you can specify the publication settings of the new form, including access rights. This dialog box has the following elements.

Element Description
Site Map Title The name that will be shown on the form and in its row on the Site Map (SM200520) form.
Workspace The workspace in MYOB Acumatica from which the form can be accessed.
Category The category under which the form will be displayed in the selected workspace.
Screen ID The identifier to be assigned to the form.
Access Rights

An option button that indicates which access rights should be specified for the newly added form:

  • Set to Granted for All Roles: The system sets the access rights for this form to Granted for all user roles in the system.
  • Set to Revoked for All Roles: The system sets the access rights for this form to Revoked for all user roles in the system.
  • Copy Access Rights from Screen (default): The system copies the set of the access rights from the form you specify. When you select this option button, a box appears right of it; click the magnifier icon to select the source form in the lookup table.

The dialog box has the following buttons.

Publish Publishes the form and closes the dialog box. The system assigns the form the specified screen ID and makes it available in the specified workspace.
Cancel Cancels publication and closes the dialog box.

Summary Area

You can use this area to add an external application resource in MYOB Acumatica or to select an existing resource to view or edit its details.

Element Description
Application ID The integration with an external application that contains a resource to be added in MYOB Acumatica. You can set up an integration with an external application on the External Applications (SM301000) form.
Resource ID The identifier of the resource provided by the selected integration. For a new resource, the system automatically generates the identifier.
External Name

The name of the resource in the external application (for example, the name of the Power BI report). You can select one of the values from the drop-down list after you select the integration in the Application ID box.

This box is available only when you are adding a new resource.

Resource URL The URL of the resource in the external application. For a new resource, the system fills in this box automatically after you select a resource name in the External Name box.
Site Map Title

The name, as it will be displayed on the site map, of the page with the resource. The name must consist of alphabetic or numeric characters.

Workspace

The name of a workspace in the user interface from which the resource can be accessed.

For details on an automatic assignment of a workspace and category, see Categories and Workspaces for Entities of Specific Forms.

Category

The name of a category under which the resource will be displayed in the selected workspace.

For details on an automatic assignment of a workspace and category, see Categories and Workspaces for Entities of Specific Forms.

Screen ID The identifier of resource page on the site map.

User Roles Table

The table contains the full list of user roles in the system. This list appears after you select a site map location and save your changes. In this table, you can manage access rights of user roles to the resource page in MYOB Acumatica.

The table toolbar has only standard buttons.

Column Description
Access Rights

The access rights level of the user role for the selected resource. You can select one of the following access right levels:

  • Revoked: Denies the role access to the resource page; for users with the role, the resource page does not appear on the screen.
  • Granted: Allows the role access to the resource page.
Role Name The unique identifier of the role.
Role Description The detailed description of the role.