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 Advanced, 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 standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
View Resource Displays the MYOB Advanced 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 Advanced.

Summary Area

You can use this area to add an external application resource in MYOB Advanced 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 Advanced. 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.
Make Visible on the UI

A check box that indicates (if selected) that the application resource will be published when you save the it with the required settings specified. This means that a screen identifier will be assigned to the resource form and the form will be added to the site map; the form can be accessed from the specified workspace.

When you clear the Make Visible on the UI check box and save the resource, the system removes the it from the site map and clears the title, workspace, category, and screen ID. When you publish the resource again, the system will assign the next available screen ID by using the internal system numbering sequence. (This internal numbering sequence cannot be accessed on the UI for review or modification.)

Note:

The screen ID, title, workspace, and category of a form can be modified on the Site Map (SM200520) form.

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.

The box is available for editing if the Make Visible on the UI check box is selected for the resource.

Workspace

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

The box is available for editing if the Make Visible on the UI check box is selected for the resource.

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.

The box is available for editing if the Make Visible on the UI check box is selected for the resource.

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.

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 Advanced.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

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:
  • Not Set: Allows all roles to have access to the suite or the module until the Revoked or Granted access level to the suite or module is set for at least one role. After that, a role with this level is denied access to the suite or module.
  • 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.