Buckets

What Are Buckets

Buckets help you to organize Dynamics365 Records into containers, that are dedicated to a specific task. For example: You can have a Workspace named Sales, a Focuszone named Accounts and within that a Bucket named Dated Accounts to clean up legacy account data.

Within Focuszone UI

Buckets are presented as Containers with a Tag Cloud within the NEA X Focuszones UI:

buckets-focuszone-ui

Add A New Bucket

To add a new Bucket open the NEA X Focuszone App in Dynamics365, navigate to Buckets on the sitemap on the left and cllick on New in the top toolbar:
bucket-sitemap

Following form should be presented to you:

bucket-new-form

The fields on the form are for following purposes:

Fieldname	Function	Visible in Focuszone UI	Mandatory	UI Reference Image
Name	Name of the focuszone	No	Yes	-
Headertext	Headertext of the bucket container	Yes	Yes	Link
Sub Headertext	Sub Headertext of the bucket container	Yes	Yes	Link
Amount Label	Label for how many items are within the bucket	Yes	Yes	Link
Primary Quickaction	Primary Action on the data card in the bucket record list	Yes	No	Link
Secondary Quickaction	Secondary Action on the data card in the bucket record list	Yes	No	Link
Tag Cloud Fields	Logicalnames of the fields that the tag cloud is build on. Read-only. Written by the Configurator	Yes	No	Link
View Id	ID of the Systemview. Used for data retrieval. Read-only. Written by the Configurator	Yes	No	-
Display Card Config	Configuration for the fields on the data card. Read-only. Written by the Configurator	Yes	No	Link
Owner	Owner of the bucket record, irrelevant for functionality	No	Yes	-

Fill in the mandatory fields and click on Save:

focuszone-new-form-save

Configuring A Bucket

After creating a new Bucket, you need to configure it further. To do so, open an existing bucket and set the Overrride Focuszone Configuration field to Yes:

bucket-override

Fill in the Web Api Record Field Id and the Web Api Collection Name fields and click on Save:

bucket-web-api-fields

Click on the Configurator tab and the NEA X Bucket Configurator should load properly:

bucket-configurator-open

Follow the steps within the Configurator to finish up the basic bucket configuration:

bucket-configurator-tutorial

Associate Quick Actions

Quick Actions (Image) help you define buttons on the data card to quickly resolve / remove them. Associating quick actions is not mandatory for a bucket to work, they are only helpful to resolve quick repetitive tasks. To associate a quick action to a bucket, we assume that a quick action is already created. For creating a new quick action, please refer to adding a new quick action.

Follow these steps to associate a primary quick action:

bucket-primary-quick-action-add

The steps to associate a secondary quick action are equivalent.

Next Steps

The basic setup for a bucket is now complete. But for the NEA X Focuszone App to function properly, you should consider adding Resolve Actions and Rule Definitions.