This chapter contains the following topics:
Menu Filtering is the process that you use to selectively enable or disable tasks by role in a task view.
Access JD Edwards EnterpriseOne Solution Explorer.
In JD Edwards EnterpriseOne Solution Explorer, depress the Menu Filtering button.
Select the task view that you want to refine.
The system changes the task view menu display to indicate enabled and disabled tasks. Enabled tasks are indicated by a green check mark; disabled tasks are indicated by a red X
Expand the task tree in the task view to find a task that you want to enable or disable, and then select a task.
Click either the Enable or Disable button on the Toolbar.
You can also double-click the task to toggle between the enabled and disabled conditions.
Repeat steps 2-3 for each task you want to enable or disable.
When you have finished refining the task list, click the Save button on the toolbar.
Saving your configuration saves your changes to the Master Task Relationship table (F9001), so your changes will be available to all users who access that same database. JD Edwards EnterpriseOne Solution Explorer will prompt you to select the role to which your changes apply.
If you fail to save the changes, your changes will not remain when you exit from the JD Edwards EnterpriseOne Solution Explorer and then launch it again later.
Click the Show All in Menu Design mode button to toggle between hiding and displaying disabled tasks in the current task view menu for the currently selected role. This role is displayed beside the root node of the task view.
The *ALL role enables users to view a concatenation of all tasks that are available in any role that is assigned to the *ALL role in a single menu tree. JD Edwards recommends that you consider the information in this section as you design and plan your menus. These recommendations enable the filtering process to run more efficiently.
When you set up menu filtering you can disable both single tasks and entire folders. If you disable a folder, all the tasks and subfolders within it are disabled. Any tasks that are disabled in every role included in the *ALL role will be filtered out of the menu tree in the web client when a user logs in using the *ALL role. If at least one role in the *ALL role has a task enabled, that task will display in the EnterpriseOne menu.
As the system processes each role during filtering, it stops processing and displays the task as soon as it finds a role in which the task is not disabled. Therefore, when you disable tasks, JD Edwards recommends that you sequence the roles in the order of the level of security, with the first role having the fewest disabled tasks (for example, the role that has the greatest access to functionality in the system). If you sequence your roles so that those with the least amount of disabled tasks are first, then the filtering process will take less time to complete.
The system filters menus when users open a task view or expand a folder. If a user is assigned many roles and a depth of many imbedded tasks, they might want to sign into EnterpriseOne using the *ALL role, but switch to a specific role before opening a task view. This will decrease the amount of time for the filtering process.
When setting up menu filtering, consider the number of roles that each user requires. JD Edwards recommends that you keep the number of roles to a minimum. Increasing the number of roles increases the amount of time it takes to filter the tasks when users choose the *ALL (All My Roles) in the web client.
You can use roles to customize certain task views or parts of task views for specific user groups. Roles define a subset of the tasks in the original task view. They enable you to customize and simplify task views for the end user.
Roles apply only to users who have access to those roles.
You can use roles to make different versions of task objects available to users, and you can vary the descriptions of the tasks, as well.
To filter a task view by role, you refine the task view using the Menu Filtering mode, and then save the results. You define the role or based on your needs analysis of the users.
Access a task view in JD Edwards EnterpriseOne Solution Explorer.
In a task view of JD Edwards EnterpriseOne Solution Explorer, click the Menu Filtering button on the Toolbar.
Select a parent task and expand the task tree to expose tasks that you want to disable.
Select each task that you want to disable, and then click the Disable button.
After you have disabled all of the tasks that you do not want to appear in the role, select the parent task.
Right-click and then select Save Role, or click the Save button on the tool bar.
In Save Role, select an existing role and then click Select, or create a new role.
By modifying roles, you can control users' task view. Changing the name and version for the role helps you and other users understand the difference between different roles. The changes that you make to the role, such as assigning new task names, apply only to that role. The system preserves the properties that define the default task view. You are not replacing the original view; you are creating an alternative view to be used in specific situations that your business requires.
Access JD Edwards EnterpriseOne Solution Explorer.
In a JD Edwards EnterpriseOne Solution Explorer task view, click the Menu Filtering button on the Toolbar.
Right-click any task in the task view, and then select View By Role from the menu.
In View by Role, select the role to which you want to change, and then click Select.
Double-click a task to make its relationship active or inactive, or right-click a task in the task view and select Override Name to change the task name.
Right-click any task and select Save Role.
Select the role, and then click Select.