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CSM Administration - Role Center Headlines and Cues

CSM provides a Role Center with content specific to CSM functionality, with helpful Headlines and Cues.

 

Enable the CSM Administrator Role

  • Click the Gear icon in the top right corner
    • Click My Settings
    • In the Role field, click the Ellipsis button and select CSM Administrator
    • Click OK
    • CSM Role Settings

 

Role Center Headlines

The content of the Role Center headlines is stored in a table that is regularly updated by Suite Engine as part of CSM updates. Below is a table to show how it supplies information to the role center.  There is no need for end-users to do anything with this table, it is for reference only.

Field Value Type Example Value

Edit List

This is the ability to edit the Role Center Headline Data within the table

 N/A N/A

Update CS Role Center Headlines

This will populate CSM Role Center Headline Data with default info to display in the CSM Administrator Role Center page.  

 N/A N/A

Code

This is the unique value to identify this headline. 

Character limit-20

All caps, alphabetic and/or numeric value

 NEWTOCSM

Headline Name

This is the name of the headline for user reference. 

Alphabetic Value

Standard capitalization.

 New to CSM Insight

Status

Status of the headline used to determine if it is visible. 

 Pending/Active/Active Dates/Inactive Active

Starting Date/Time

The starting time stamp for displaying the headline. This is only relevant if Status is Active Dates.  

 M/D/YYYY 5/3/2024

Ending Date/Time

The ending time stamp for displaying the headline. This is only relevant if Status is Active Dates. 

 M/D/YYYY 6/30/2024

Display Order

Indicates the order in which the headline will appear in the role center rotation. 

Character limit-100

Numeric value

 10

Payload Text

This is the main text of the headline.

Character limit - 75

Alphabetic and/or numeric value.  Standard capitalization.

 New to CSM? Click here to start using.

Qualifier

The title of the headline. 

Character limit - 50

Alphabetic and/or numeric value.

 

 New to CSM

Click Action Type

This indicates what will happen when user clicks on the headline text. None means no action; Hyperlink will open the webpage specified in the Hyperlink field and Function requires a Codeunit and function in the Action Processing fields. 

 None/Hyperlink/Function Function

Hyperlink

The optional URL to navigate to by clicking a link in the headline. 

 N/A N/A

Action Processing Function CU

Required if Click Action Type is Function, this is the Object Number of the Code Unit used to process the action. 

 Numeric value 70338200

Action Processing Func CU Name

This shows the name of selected Codeunit in Action Processing Function CU. 

Alphabetic value.

Standard capitalization.

 CSM API Utility Functions

Action Processing Func Name

This is required if Click Action Type is Function, this is the Function Name in the Code Unit used to process the action. 

 All caps. Alphabetic value HEADLINEACTIONONCSMSETUP

Note: If role center headlines are blank within Business Central refresh the page directly in your browser. Do not use the Update CSM Role Center Headlines tab to refresh the page.

 

 

Role Center Cues

A number of cues have been added to the CSM Role Center to assist in identifying issues with various CSM records that fail to process or have some sort of outstanding issue.

These cues are found in the Requires Attention section of the CSM Role Center:

CSM Requires Attention Cues

  • Orders with Errors
    • This cue presents a list of all CSM orders with an order status of Error. You can use this information to identify orders that have failed to process for any reason.
  • Outstanding Orders to Channel
    • This cue presents a list of all CSM order documents whose External Requires Update field is checked. Typically, when a CSM order document is created, it is then automatically synchronized with the connected eCommerce channel.  If this synchronization is successful, CSM will automatically remove the check mark from the External Requires Update field.
    • Accordingly, the records listed as part of this cue can be used to identify those CSM order documents that failed to synchronize with the connected channel. In addition to being able to access a particular CSM order from a selected line, you can also directly process one or more lines by selecting them, then choosing the Actions ribbon and choosing of the available options:
      • Send to Channel
        • CSM will attempt to re-send the selected order documents to the connected channel
      • Set External Requires Update to FALSE
        • The check mark in the External Requires Update field for the selected order documents will be removed.
  • Outstanding Listings to Channel
    • This cue presents a list of all CSM listings whose External Requires Update field is checked. When a CSM listing is created and then successfully sent to a connected eCommerce platform, CSM will automatically remove the check mark from the External Requires Update field.  
    • Accordingly, the records listed as part of this cue can be used to identify those CSM listings that failed to send all or a particular piece of information to the connected channel. It is important to understand that the External Requires Update field is checked whenever a new CSM listing is created or a change is made to it that requires an update, meaning that a CSM listing with this setting enabled may not necessarily be “problematic,” but rather awaiting an update.
  • Delayed Automation
    • This cue presents a list of all CSM automation routines whose scheduled frequency exceeds their last run timestamp. 
    • For example, an automation routine with a scheduled frequency of 1 hour and a last run timestamp of 08/01/20205 9:00 AM would be considered delayed at any point after 10:00 AM on 08/01/2025. You can use this information to determine whether certain processes are being executed as expected.