2 Getting Started with the JD Edwards EnterpriseOne Web Application User Interface

This chapter contains the following topics:

2.1 Understanding Web Application Form Types

EnterpriseOne applications use a variety of form types. The characteristics of each form type remain the same, regardless of the application in which you access the form.

2.1.1 Find/Browse Form

The Find/Browse form provides the entry point to most applications. It contains an optional query-by-example (QBE) line enabling you to search using any field in the grid. Most Find/Browse forms include the Query control, which enables you to define additional search criteria when searching for records. The standard title for a Find/Browse form begins with "Work With" followed by information that is specific to the business task. You cannot add or change existing records on a Find/Browse form.

Find/Browse forms enable you to:

  • Search, view, and select multiple records in a grid

  • Exit to another form to add, change, or view a record

2.1.2 Search/Select Form

Use the Search/Select form to locate a value for a field. The grid displays values that are stored in a database table. When you select a value from the grid and click the Select button, that value is automatically placed in the field. For example, when you need to enter a user defined code (UDC) into a field, the search button appears, enabling you to access a Search/Select form that displays a list of UDCs. You can select an item from the list and place it in the appropriate field. Search/Select forms include the Query control unless the form appears in a pop-up window. The Query control enables you to define additional search criteria when searching for records. You cannot edit the information that appears on this form.

2.1.3 Header Detail and Headerless Detail Forms

The Header Detail and Headerless Detail forms include a detail area, the OK button, and the Cancel button. You can change multiple records using these forms. The Header Detail form includes information from two different business views to provide more depth on the information that appears on the form. The Headerless Detail form provides information from only one table. Data that is common to all the records in the grid appears at the top of the form.

Header Detail and Headerless Detail forms enable you to:

  • Display multiple records

  • View records

  • Add records

  • Change records

  • Delete records

2.1.4 Fix/Inspect Form

The Fix/Inspect form does not include a detail area. If you selected a record on the previous form, the Fix/Inspect form displays data for that record. If you are adding a record, the Fix/Inspect form is empty, except for any default values.

Fix/Inspect forms enable you to:

  • View a single record

  • Add a record

  • Change a record

2.1.5 Parent/Child Form

The Parent/Child form presents parent/child relationships in an application on one form. The left portion of the form presents a list of items. The right portion of the form displays information that relates to the selected item in the left portion of the form. The Parent/Child form supports the ability to drag and drop items from one area to another. This form includes Select and Close buttons.

You can resize the display areas according to your personal preferences.

2.1.6 Message Form

The message form contains information about processing that occurs when you work with JD Edwards EnterpriseOne software. For example, when you delete a record, a Confirm Delete message appears to ask if you are sure that you want to delete the object. The message might also include information about an event that occurs while you work with the system.

2.1.6.1 Message Form as Hover Form

The message form may also contain the context-based information, which is displayed when you click the hover indicator in the hover supported JD Edwards EnterpriseOne controls.

With Release 9.2.1, power browse forms can be used as hover forms instead of message forms. See "Understanding Power Browse Forms" in the JD Edwards EnterpriseOne Tools Form Design Aid Guide.

This hover form appears around the control.

The hover form may contain context-based information about the Address Book Number, Item Number and so on. Also, the hover from may contain card information about the Address Book Number.

The hover form closes when you move the mouse cursor away from the control or grid cell. You can also use the Close button on the hover form.

Note:

The hover form does not appear on the empty control or space and error form controls and grid cells.

You see an orange "dot" indicator at the top left corner of the control, if the hover form is associated with the control. Hovering on the orange "dot" will change it into a checkable indicator. Click on the indicator to display the hover form.

The hover form may contain a tab called Collaborate. See Accessing Send Email and Meeting Invite options from Data Dictionary items in this guide.

You can enable or disable the hover form using the Preferences window from the Personalization drop-down menu at the user level. Select or deselect the Enable Hover Forms option in the Preferences window.

Also, your system administrator can enable or disable the hover form at the system level in the JAS.ini file or in Server Manager.

See "Understanding Hover Forms" in the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

The hover form association is supported on form level controls and also on the grid. For example, Edit Control, Check Box, Combo Box, Associated Text Images, Radio Buttons, Text Block, and Grid Cell all support the hover form.

2.1.7 Power Forms

Power forms are web-only application forms that enable you to view multiple, interrelated views of data, grids, and tab pages on one form and to pass logic between them. The tab pages can have their own business views (BVs), and these BVs can communicate with each other and can update based on data selection and changes that occur in other BVs on the form. Most Power Browse forms include the Query control, which enables you to define additional search criteria when searching for records.

2.1.8 Visual Assist Form

When you click on the Visual Assist icon, the Visual Assist form is displayed as a modal window along with the parent form. The parent form is displayed in read-only mode.

Note:

You can drag the Visual Assist form and place it anywhere on the parent form.

2.2 Accessing JD Edwards EnterpriseOne Web Client

This section provides an overview of accessing the JD Edwards EnterpriseOne web client and discusses how to:

  • Access the JD Edwards EnterpriseOne Web Client through the JD Edwards Collaborative Portal.

  • Accessing the JD Edwards EnterpriseOne Web Client through the Oracle Web Center Portal.

  • Access the JD Edwards EnterpriseOne Web Client Directly.

2.2.1 Understanding JD Edwards EnterpriseOne Web Client Access

Accessing JD Edwards EnterpriseOne applications on the web is similar to accessing files and applications on a company network. Typically, either when you start your computer or when you want to access company network directories, you must sign in to identify yourself to the system as an employee who has the right to access company resources. After you sign in, you can access files and applications on the network. Similarly, you must sign into the web client, the gateway through which you access JD Edwards EnterpriseOne, before you can launch JD Edwards EnterpriseOne applications.

To sign in to the JD Edwards EnterpriseOne web client, your computer must have access to your company's intranet, you must have a web browser installed on your computer, and your system administrator must create an account for you. When your system administrator sets up your account, he or she creates a user ID and assigns you a password.

Usually, you must enter your ID and password when you launch the JD Edwards EnterpriseOne web client. However, your system administrator can configure your computer in such a way so that you appear to bypass the sign-in process. For security reasons, however, most system administrators want you to sign in manually. When you sign in to the JD Edwards EnterpriseOne web client, EnterpriseOne Menu appears. EnterpriseOne Menu enables you to access JD Edwards EnterpriseOne applications, reports, and other features.

2.2.2 Accessing the JD Edwards EnterpriseOne Web Client through the JD Edwards Collaborative Portal

When you sign in to the Collaborative Portal, the portal can pass your sign-in information to JD Edwards EnterpriseOne. Therefore, all you must do is bring up a workspace containing the EnterpriseOne Menu portlet. The EnterpriseOne Menu portlet enables you to access JD Edwards EnterpriseOne applications, reports, and other features.

2.2.3 Accessing the JD Edwards EnterpriseOne Web Client through the Oracle WebCenter Portal

When you sign in to the Oracle WebCenter Portal, the portal can pass your sign-in information to JD Edwards EnterpriseOne. To access specific JD Edwards EnterpriseOne applications, reports, or features, your system administrator must provide you with specific menu options. Choose a menu option to launch a specific JD Edwards EnterpriseOne object.

2.2.4 Accessing the JD Edwards EnterpriseOne Web Client Directly

Use these steps to sign into the JD Edwards EnterpriseOne web client if you do not use a portal.

To sign in to the JD Edwards EnterpriseOne web client directly:

  1. Launch your web browser and navigate to your company's JD Edwards EnterpriseOne Web sign-in.

    Depending on how your system administrator has configured your system, the web sign-in might appear when you launch your browser, you might need to click a button or a link, or you might need to navigate to a particular page. Your ability to access the JD Edwards EnterpriseOne web client directly might have been disabled. If you do not know how to find the JD Edwards EnterpriseOne web sign-in, contact your system administrator.

  2. Complete the following fields:

    • User ID

    • Password

  3. If your system administrator indicates that you must sign in to a particular environment, click Details and complete the Environment field.

  4. If you have multiple roles and wish to sign in as one of them, click the Details button and complete the Role field.

    Note:

    The default value is *ALL, which signs you in as a member of all of your roles. Select the *ALL role if you are not sure which role to use.
  5. If you want your computer to remember your settings for the future, select Remember my sign in information.

    Note:

    Do not use this option if other people have access to your computer.
  6. Click Sign In.

    The EnterpriseOne Menu appears.

2.3 JD Edwards EnterpriseOne Home Page

When you log into the JD Edwards EnterpriseOne application, you see the EnterpriseOne home page.

EnterpriseOne Page displays the Navigator drop-down menu in the top menu bar.

See JD Edwards EnterpriseOne Navigator Menu in this guide.

The EnterpriseOne Home Page may also contain EnterpriseOne Pages that have been assigned to your user ID or your user role. EnterpriseOne Pages display as tabs located across the top of the interface. If you are not assigned any EnterpriseOne Pages, a default page is displayed when you log into JD Edwards EnterpriseOne.

Some EnterpriseOne Pages might contain interactive content, links to external URLs, links to EnterpriseOne applications, and so forth.

For example, some EnterpriseOne Pages might display interactive information about Financial Budgeting and Planning, Capital Asset Management, HCM Recruitment Management, Manufacturing Work Orders, Order to Cash, Procure to Pay, Projects, Work Orders based on the role of the user.

Other EnterpriseOne Pages, called Embedded Pages, automatically launch an application when you click the tab. Applications launched from these EnterpriseOne Pages do not contain a Close button. Instead, you navigate away from the application by clicking other EnterpriseOne Pages located at the top of the screen. When you navigate away from an Embedded EnterpriseOne Page, EnterpriseOne saves any information you have already entered, so when you return, your information remains as you left it.

The following example shows the EnterpriseOne Page with tabs and overflow arrows. Click the arrow on the tabs, at the right-hand corner of the page to maximize or minimize the tabs.

Figure 2-1 EnterpriseOne Page

This image is described in surrounding text.

You cannot change the existing EnterpriseOne page or create a new one. When more than one EnterpriseOne page is published to a user/role, then you can access the pages using the tabs on the home page.

The system administrator can create new pages.

Drag and drop the tabs if you want to rearrange the published pages as shown in the following example.

Figure 2-2 Tabs

This image is described in surrounding text.

JD Edwards EnterpriseOne saves the tab position of the EnterpriseOne pages. Next time you log into the JD Edwards EnterpriseOne application, the tabs appear depending on the setting during your last session.

The system administrator can change the existing EnterpriseOne page through the User Generated Content administration application.

2.4 JD Edwards EnterpriseOne Navigator Menu

The Navigator menu is the web-based application you run to access JD Edwards EnterpriseOne applications.

2.4.1 Menu

The top portion of the JD Edwards EnterpriseOne Menu bar displays a drop-down menu that you can use to navigate to the specific application or report that you want to launch. The drop-down menu can contain objects other than applications; for this reason, all objects in the drop-down menu are called tasks. Applications, reports, and shortcuts in the drop-down menu are all tasks.

Principal sets of tasks are called task views. Your system administrator configures your task view list. This contains the initial contents of the drop-down menu.

System administrators use JD Edwards Solution Explorer and JD Edwards EnterpriseOne ERP security applications to manage user accounts and to configure EnterpriseOne Menu.

The following example shows the JD Edwards EnterpriseOne drop-down menu.

Figure 2-3 JD Edwards EnterpriseOne Drop-down menu

This image is described in surrounding text.

When you click on the menu, the sub-menu appears.

The Navigator menu displays visual cues to help you identify the type of task.

Each task will have a context menu. Right-click the task to view the context menu.

2.4.2 Breadcrumbs

Breadcrumbs enable you to keep track of the menus you have used to navigate to your current application. When clicked, each breadcrumb displays the associated menu and its submenus at the location of the breadcrumb. If you use breadcrumbs to navigate in EnterpriseOne, the breadcrumb string changes to reflect the new navigational path you have chosen. Breadcrumbs do not appear if you use Fast Path or EnterpriseOne Pages to launch an application.

The breadcrumb history is saved by default whenever you open any application using the Navigator drop-down menu.

To view or hide the breadcrumbs, click the Personalization menu, then the Preferences menu, and then select or deselect the Show Menu Breadcrumbs check box. Click Save and Close button to save your changes.

Click the drop-down menu icon located near the breadcrumbs to view the history and to access the application as required.

The breadcrumbs history is arranged in a chronological order. The path that you last accessed is listed first.

You can view and access the breadcrumbs history even after you log out and log in to the JD Edwards EnterpriseOne application.

The breadcrumbs history can be deleted by clicking the Personalization menu, then the preferences menu. Click on the Clear button in front of the Clear Breadcrumbs history option to delete the history of bread crumbs. Click Save and Close to save your changes.

If you clicked the Clear button but do not want to delete the breadcrumbs history, click the Undo button before you click the Save and Close button.

If you are a system administrator, the Server Manager interface for runtime and metric parameters provides details on the usage of each setting applicable to that parameter. Access this setting by clicking the "i" (Information) icon for a desired parameter. Breadcrumbs are enabled if both the Show Menu Breadcrumbs option on the Preferences menu (located on the Personalization menu), and the Enable Menu Breadcrumbs in the JAS.ini file are enabled.

The JAS.ini settings are in the Web Runtime section OWWEB.

Setting name = Enable Menu Breadcrumbs

The number of breadcrumbs that can be stored in the history can be defined in the JAS.ini file under the section OWWEB. The range for maxRecentBreadcumbs value should be set between 1 and 10.

If maxRecentBreadcrumbs property is not defined in JAS.ini, the system sets the maximum number of breadcrumbs history as 10.

If you are a system administrator, log in to the SM console and select the appropriate JAS server from the management dashboard. Navigate to the Configuration section of the selected JAS server and select Advanced option from the View drop-down menu. Click on the Web Runtime link in the configuration section. In the Web Runtime section, you can see a parameter called 'Maximum number of Recent Breadcrumbs'. The default value of this parameter is 10. You can change the value of this parameter from 1 to 10.

2.4.3 Open Application List

The Navigator menu enables you to choose whether the system launches applications in a new window, or launches them in the same window, replacing the current application located there. Click the task in order to launch the task in the current window.

To launch a task in a new window, right-click the task and click "Open in New Window" from the context menu.

Each open application is listed in the Open Application drop-down menu. This enables you to navigate between open applications.

Also, the open applications appear as carousel tiles in the Open Applications tab of the carousel container.

See Using the Carousel Container

2.4.4 Recent Reports

The Recent Reports drop-down menu displays the recently opened reports.

The Navigator menu displays visual cues to help you identify the status of the reports. For example, as shown in the following table, reports with the Done status have a green color check icon beside them and reports with the Error status have a red color error icon beside them.

Table 2-1 Visual Cues in the Nagivator Menu

Tile Status
Surrounding text describes rpt_waiting_orange.png.

Waiting (W)

Surrounding text describes rpt_waiting_orange.png.

In Queue (S)

Surrounding text describes rpt_inprogress.png.

Processing (P)

Surrounding text describes rpt_done_green.png.

Done (D)

Surrounding text describes rpt_error_red.png.

Error (E)


2.4.5 Fast Path

Fast Path is a field that enables you to access a specific task (that is, a folder, application, or report) directly. You use commands in Fast Path to move quickly among menus and applications.

To access the Fast Path field, click the Navigator drop-down menu.

To use the Fast Path field, enter a Fast Path code and click the button to the right of the field. Depending on how your system administrator configured your account, you might not be able to see Fast Path.

You can also use the Fast Path field to access menus. Task views are composed of menus and individual tasks. Menus have no special format in EnterpriseOne Menu; they simply provide application developers with a convenient method of grouping applications. When you access a menu, you actually access a specific place in a task view.

To access a menu, enter its menu ID. For example, enter G0 to access the Foundation Systems menu.

When you enter a menu ID in the Fast Path field, the corresponding menu appears in the Navigator drop-down menu. Also, the label Back to Navigation by Role is displayed in the top menu bar. Click Back to Navigation by Role label to display the default JD Edwards EnterpriseOne menu in the Navigator drop-down menu.

You can find a Navigating in EnterpriseOne menu's ID by hovering over it. To launch an application, enter the application's program number. To specify a form in the application, enter the application's program number followed by a |, and then enter the form ID. For example, when you enter P01012|W01012B, the system displays the Work with Addresses form in the Address Book application. You can specify a version of a form by adding a | and the version number after the form name; for example, P01012|W01012B|ZJDE0003.

Contact your system administrator for specific internal task, menu, and application IDs. Not all objects have Fast Path commands.

2.4.6 Task Search (Release 9.2.1.4)

The JD Edwards EnterpriseOne Task Search feature enables you to search for tasks within the menus for which you have access. If you cannot remember where a task is located, you can use Fast Path to search for a specific task that you need to use.

Before you can perform a Task Search, ensure that the Task Search Feature Security is enabled. See, Feature Security for Task Search (Release 9.2.2.1).

Task Search is performed for the tasks accessed by a role and according to the user language preferences. Task Search is based on Menu Indexing, which identifies the tasks accessed by a role. If you change an existing task or menu, then you have to build the task index by using the Work with Task Index Builds (P90013) application for the changes to be reflected in the Task Search result. See "Working with Task Index Builds (Release 9.2.1)" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

Notes:

  • The Work with Task Index Builds (P90013) application must exist in your environment to perform Task Search.
  • Task Search feature requires an EnterpriseOne Application Interface Services (AIS) Server to run. Contact your system administrator if you cannot access or use this feature.

To search for a specific task, enter information about the task in the Fast Path field, and then either click the Fast Path icon or press the Enter key to start the task search execution. EnterpriseOne filters all the tasks for the search request in the task names, task IDs, application IDs, and form IDs and displays results in the Task Search results window.

As Task Search leverages the Fast Path field, the following hierarchy is used to perform the Task Search:

  • When you have access to Fast Path and enter your input in the Fast Path field, the system first launches the fast path task that you entered. However, if the requested entry is not found, then the system triggers the task search. For example, P0101 is not a valid entry in Fast Path, and therefore a task search is initiated.

  • When you have restricted view set up for Fast Path and you enter your code in the Fast Path field, the system first launches the application or menu associated with the defined User Defined Codes. However, if the requested entry is not defined in the User Defined Codes application, then the system triggers the task search. For example, AB is a valid UDC entry in the restricted view of the Fast Path, so the system launches the associated Address Book application. P01012 is not a valid entry in the restricted view of Fast Path, so a Task Search is initiated.

  • When you do not have access to Fast Path and you click the Navigator drop-down menu, the Task Search field is displayed in place of Fast Path. The system then performs a task search on the input you enter in the Task Search field.

The Task Search window displays a list of the tasks along with the task name, task ID, application ID, form ID, and version ID. The search results are sorted on the Task ID. All the matching search entries in the list are highlighted in boldface. The maximum number of tasks displayed in the search result is 100. You can further refine the search result to filter the exact tasks by using the Task Search bar in the result window. You can also use wildcard characters to refine the search.

Note:

The application ID, form ID, and version ID is not displayed for all the tasks.

When you click any task in the search result, the Task Search result window is closed and the corresponding task is opened.

2.4.6.1 Feature Security for Task Search (Release 9.2.2.1)

You must use Feature Security to activate the Task Search feature. You can enable the Task Search feature through the Revise Feature Enablement form in Security Workbench. By default, the feature security for TASKSEARCH is disabled.

Feature security is a system setting for activating or deactivating the Task Search feature. See "Managing UDO Feature Security" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

2.4.7 Favorites

If you frequently run a task or access a folder, you can save it as a favorite for quick access. The favorites that you add are displayed under the Favorites menu. You can access that task or folder directly from the Favorites menu.

You can customize the list of favorites displayed in the Favorites menu. Depending on how your system administrator configured your account, you might not be able to see or change your Favorites menu options.

See Working with Favorites in this guide.

Note:

When a customer upgrades to the latest JD Edwards EnterpriseOne Tools release, the existing Favorites for the user appear in the Favorites menu.

2.4.8 Social

The JD Edwards EnterpriseOne Social menu provides enterprise-level content and social collaboration through integration with Oracle Content and Experience Cloud. This integration enables real-time enterprise conversations and real-time access to content, connecting people and information in the cloud.

The Social drop-down menu has the following sub-menus:

  • User Conversation

  • User Documents

See Chapter Using Oracle Content and Experience Cloud for JD Edwards EnterpriseOne (Release 9.2.1.2) in this guide.

2.4.8.1 User Conversation (Release 9.2.1.2)

The Conversations icon in the Social menu enables you to start a new conversation or join existing conversations about any topic you want within the EnterpriseOne application. The integration of Oracle Content and Experience Cloud with JD Edwards EnterpriseOne enables social collaboration within the application.

For detailed steps about how to create user contextual conversation, see Creating a User Conversation in this guide.

2.4.8.2 User Documents (Release 9.2.2)

The Conversations icon in the Social menu enables you to add documents to your personal folder in the cloud from within the EnterpriseOne application. The integration of Oracle Content and Experience Cloud with JD Edwards EnterpriseOne enables you to collaborate on content internally and with external users. You can upload, download, share, and access the documents anywhere, anytime.

For detailed steps about how to add user documents, see Adding User Documents to the Cloud (Release 9.2.2) in this guide.

2.4.9 EnterpriseOne Search (Release 9.2.1.2)

EnterpriseOne Search feature enables you to search the transactional or master data within the EnterpriseOne system.

You submit your search request using the Search bar displayed adjacent to the login drop-down menu in the EnterpriseOne interface. Irrespective of the application you are currently working with, the Search bar is always available in EnterpriseOne menu bar.

Note:

The Search bar will be not available if:
  • The EnterpriseOne Search Feature security is disabled.

  • The currently logged-in user does not have UDO View access security enabled for any of the search groups and does not have any personal search groups.

For detailed steps about how to use the EnterpriseOne Search, see "Working with EnterpriseOne Search (Release 9.2.1.2)" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

2.4.10 Roles - Role Chooser

The tasks you see in the Navigator menu are filtered by role. Your system administrator decides the tasks that are available for each role and then assigns the role to you. You can have one or many roles assigned to you. You choose which role you want to use at the time you sign into EnterpriseOne. The role you choose determines the tasks that are available to you. Your ability to choose roles at sign in and to choose roles from the Navigator menu depends on if your system administrator has given you permissions to do so. If she/he has not, then you can only sign in using the *ALL (All My Roles) role. When signed in as *ALL, the EnterpriseOne Menu displays a concatenated list of all the tasks enabled for each role that is included in *ALL.

Note:

Your system administration determines the roles that are included in *ALL role.

If enabled by your system administrator, the JD Edwards EnterpriseOne Menu bar displays the Role drop-down menu. This menu enables you to display different sets of tasks by role. You can either select *ALL – ALL My Roles to view a concatenated view of all of the tasks assigned to all of the roles in the *ALL role. Or you can select an individual role and view only the tasks for that role. Only the roles that are included in the *ALL role appear in the drop-down menu. If your system administrator has not enabled you to choose roles, the Roles drop-down menu will not appear. Instead, you only see the *ALL role and the tasks enabled within that role. This feature is only available if your system administrator has enabled viewing tasks by role. You sign in using *ALL.

2.4.11 Personalization

The Personalization drop-down menu has the following sub-menus:

  • My System Options

  • My System Profile

  • Preferences

  • My Searches (Release 9.2.1.2)

  • Manage Content

See Working with User Options

Click My System Profile to view the details of your system such as the release number, environment, and role.

Select or deselect the check boxes in Preferences window to select or deselect the following user interface preferences in JD Edwards EnterpriseOne. Click the Save & Close button to save the changes and to close the Preferences window.

Table 2-2 Options in the Preferences Window

Preferences Default Value Details

Show Related Information

Checked

Select this option to activate the Composite Application Framework for a User ID or Role.

Deselect this option to disable the Composite Application Framework for a User ID or Role.

Enable Hover Forms

Checked

Use this option to enable/disable informational hover windows when the mouse cursor hovers over selected controls.

Enable Row/Form Exit Menu on right click

Checked

Use this option to enable/disable right-click option on Form/Grid cell to access Form / Row Exit menu.

Show Add Favorites Window

Checked

Use this option to enable/disable Add Favorites pop-up window

Auto Suggest Enabled

Checked

Use this option to enable/disable auto-suggest feature.

Zoom in

Checked

This option is available only when you are accessing JD Edwards EnterpriseOne using an Apple iPad.

See "User Interface" in JD Edwards EnterpriseOne Web Client for iPad Quick Start Guide.

Use Large Icons in Carousel

Checked

Select this option to change the size of the carousel tile to large. De-select this option to change the size of the carousel tile to small.


Click My Searches to set a preference for which search groups to include in the default search. The EnterpriseOne Search Preferences window lists all the search groups (personal and shared) that the logged-in user can access. Select or deselect the check boxes to include or exclude each search group from your default search groups. The preferred search group selections will be saved for future searches. A dot beside the name of a search group indicates that it is a personal search group you created. By default, all the search groups the user has access to are selected. Also, any new search group created by a user is automatically selected in My Searches. Click Save to save the changes and to close the EnterpriseOne Search Preferences window. EnterpriseOne saves the My Searches preferences. The next time you log into EnterpriseOne, the search groups are selected based on the setting from your previous session. (Release 9.2.1.2)

Note:

My Searches will be not available in the Personalization drop-down menu if:
  • The EnterpriseOne Search Feature security is disabled.

  • The currently logged-in user does not have UDO View access security enabled for any of the search groups and does not have any personal search groups.

For detailed steps about how to use the EnterpriseOne Search, see "Working with EnterpriseOne Search (Release 9.2.1.2)" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

2.4.12 Navigating in Navigator Menu

Access Navigator.

  1. In Navigator Menu, click a task (that is, a folder).

    The drop-down menu displays the child tasks as sub-menu.

  2. Continue to navigate through the sub-menu until you reach the object you want to launch.

    Hover over a task to see more information about it. The system tells you what kind of object the task is (for example, application, report, and so on) and other information, such as its number and version.

  3. To launch the object, click it.

    You can launch multiple applications. Depending on how your system administrator has configured your system, additional applications launch in the same window or in a different window. If the system is configured for multiple browser windows, you can hold down the CTRL key when you press Enter to launch the application in a new window. Either way, the applications you have running appear at the top of the tree under Open Applications.

  4. If you have multiple applications open, click the application name under the Open Applications drop-down menu to bring a specific application to the forefront. You can also click the application tile in the Open Applications tab of the carousel container to bring a specific application to the forefront.

    Depending on the object type, you might be able to select a version or to set data selection or processing options. Right-click the task to make a choice from the context menu.

2.4.12.1 Hot Keys

Click the '?' button on any open JD Edwards EnterpriseOne form and then select the About option. In the About window, click on Display list of all hot keys link to obtain the list of hot keys supported by the JD Edward EnterpriseOne software. You can also use Ctrl+ Shift+? to open the hot keys information window.

2.5 UX One Page Navigation (Release 9.2.1)

JD Edwards UX One pages implement the Alert, Analyze, and Act model, bringing together the pieces of information that you need in specific job roles. When you log in to JD Edwards EnterpriseOne using a UX One role, you see the UX One pages associated with that role.

For more information about the UX One roles, and their associated UX One pages and components, see "Understanding UX One Role Navigation" in the JD Edwards EnterpriseOne Applications UX One Roles User Guide.

2.6 Standard and Simplified Modes

EnterpriseOne has two modes: Standard and Simplified. Your system administrator determines the mode assigned to you. Standard mode is for users who need access to the full range of EnterpriseOne actions. If you are using Standard mode, you are able to view the Navigation bar, the Carousel, the Fast Path (if you have the appropriate permissions), and Breadcrumbs.

In Standard mode, your Personal Preferences dialog box contains the following options:

Figure 2-4 Personal Preferences Dialog Box, Standard Mode

This image is described in surrounding text.

The Simplified mode is a scaled-down interface that provides you with only the limited actions you might need to use in EnterpriseOne. In Simplified mode, you see the Banner Bar, Personalization, Help, Username, Environment, and Sign Out options.

Simplified mode enables you to access applications by clicking the EnterpriseOne Page tabs located across the top of the screen. Some EnterpriseOne Pages contain links and buttons that you click to access applications, URLs, etc.

In Simplified mode, your Personal Preferences dialog box contains the following options:

Figure 2-5 Personal Preferences Dialog box, Simplified Mode

This image is described in surrounding text.

2.6.1 Selecting Standard or Simplified Modes

If your system administrator has enabled you to do so, you can choose if your EnterpriseOne interface displays Simplified or Standard mode.To choose Simplified or Standard mode:

  1. Ensure that you have permissions to change the Standard or Simplified mode by clicking Personalization, My System Options, and then User Profile Revisions.

  2. Ensure that the Simplified mode option is set to Yes if you want to view EnterpriseOne in Simplified mode, and that the option unchecked if you want to view EnterpriseOne in Standard mode.

2.6.2 Closing Applications when too Many are Open

Your system administrator determines the number of applications you can have open at one time. If you have reached the maximum number of applications that you can have open, you will receive the following error message:

Too many EnterpriseOne Applications are open at this time. Find one or more open application(s) with a Close button located in the toolbar and click the Close button to close the application.

This message means that you must close one or more EnterpriseOne applications before you can open any others.

Some EnterpriseOne Pages, called Embedded Pages, launch an application automatically when you click the EnterpriseOne Page tab. You cannot close these pages because they do not have a Close button. Therefore, find an application that has a close button, save your work if desired, and click Close. You may resume opening applications once you have closed enough applications so that you are below the maximum number specified by your system administrator.

Note:

If you have opened the maximum number of Embedded EnterpriseOne Pages, you might have to log out and log back in to JD Edwards EnterpriseOne.

2.7 Working with Favorites

This section discusses how to:

  • Access the Favorites Menu

  • Add a Favorite

  • Add a Favorite from an Open Application

  • Manage the Favorites Window

  • Rename Favorites

  • Remove Favorites

  • Reorder Favorites

  • Reorganize Favorites

2.7.1 Accessing the Favorites Menu

To access the Favorites menu, click Favorites on the EnterpriseOne menu.

The Favorites menu displays all of the tasks and folders that you added.

Note:

The favorite tasks and folders are also displayed in the Favorites tab in the carousel container.

2.7.2 Adding a Favorite

Tasks can be added as favorites. To add a favorite:

  1. Right-click the task that you want to add as favorite, and select Add to Favorites from the context menu.

  2. In the Add to Favorites dialog box, use the default name or enter the name for your favorite.

  3. Click Create Favorite.

The task is added to the Favorites menu.

Notes:

  • Duplication of favorites in the same folder level is not allowed.

  • While adding a favorite, you can hide the Add to Favorites window from appearing again by placing a check mark in the Do not show this screen again check box.

    To make the Add to Favorites window appear again, access the Personalization menu, and from the Preferences option, select the Show Add Favorites Window check box.

2.7.3 Adding a Favorite from an Open Application

You can add a favorite from any form of an open application instead of from a task view. Navigate to an application either through the Navigator menu, or through the Fast Path. Your ability to add a favorite from an open application form depends on whether or not your system administrator has enabled you to do so.

If you are a system administrator, the Server Manager interface for runtime and metric parameters provides details on the usage of each setting applicable to that parameter. Access the interface by clicking the "i" (Information) icon for a desired parameter. The ability to add a favorite from an open application form is enabled if the Setting name = Allow Non-Task Favorites in the JAS.ini file is enabled.

Note:

You cannot add a favorite to an application that has form interconnects, which is the ability of application forms to pass information back and forth between them.
  1. To add a favorite from an open application, launch an application.

  2. From the Tools menu, click Add to Favorites.

    The Add to Favorites dialog box appears.

  3. In the Name field, accept the default name or enter a new name.

    Note:

    Select the Do not show this screen again check box if you do not want the Add to Favorites Dialog box to appear when you add a favorite. To make the Add to Favorites window appear again, access the Personalization menu, and from the Preferences option, select the Show Add Favorites Window check box.

    Also, you can click the Manage Favorites link to launch the Manage Favorites window where you can delete, rename, reorder, and create user-defined folders to reorganize the favorites. See Manage Favorites Window in the Foundation guide for more information about this topic.

  4. Click Create Favorites.

    You will see your new favorite on the Favorites menu, and the Favorites folder on the Carousel.

2.7.4 Manage Favorites Window

The Manage Favorites window displays the favorites that are added by the user. You can delete and edit favorites from this window. The Manage Favorites window allows you to delete, rename, and reorder favorites, as well as create user-defined folders to reorganize favorites.

You can access the Manage Favorites window in the following ways:

To access Manage Favorites from the Favorites menu:

  1. Click Favorites.

  2. Click Manage Favorites.

The Manage Favorites window appears.

To access Manage Favorites from the carousel:

  1. Click the Favorites tab in the carousel.

  2. Click the Manage Favorites icon.

The Manage Favorites window appears.

Note:

The Manage Favorites link is also available in the Add to Favorites window, and the Favorites Properties option.

2.7.5 Renaming Favorites

You can rename a favorite in the following ways:

To rename a favorite from the Favorite Properties:

  1. Right-click a favorite from Favorites menu.

  2. Select Favorite Properties.

  3. Enter the name for the favorite in the Favorite Properties window.

  4. Click Save Changes.

The new name of the favorite appears in the Favorites menu.

To rename a favorite from the Manage Favorites window:

  1. Click Favorites.

  2. Click Manage Favorites.

  3. From the Manage Favorites window, select the favorite you want to edit.

  4. Click the edit button next to the selected favorite.

  5. Enter a name for the favorite.

  6. Click outside the name field or press the Tab key on the keyboard.

The new name of the favorite appears in the Favorites menu.

To rename a favorite from the Add to Favorites Window:

When you add a task or folder as favorite the Add to Favorites window appears.

  1. Clear the name that is displayed in the Favorites field.

  2. Enter the new name.

  3. Click Create Favorite.

The new name of the favorite appears in the Favorites menu.

2.7.6 Removing Favorites

You can remove or delete a favorite in the following ways:

To remove a favorite from the Favorites menu:

  1. Click Favorites.

  2. Right-click the favorite which you want to remove.

  3. Select Remove From Favorites.

  4. On the Remove Favorite dialog box, click OK.

JD Edwards EnterpriseOne removes the favorite from the Favorites menu.

To remove a favorite from the Manage Favorites window:

  1. Access the Manage Favorites window.

  2. Select the favorite that you want to remove.

  3. Click the Remove Favorite icon next to the selected favorite.

  4. On the Remove Favorite dialog box, click OK.

JD Edwards EnterpriseOne removes the favorite from the Favorites menu.

To remove all the favorites:

From the Manage Favorites window, click Delete All.

All the favorites are removed from the Favorites menu.

2.7.7 Reordering Favorites

You can arrange favorites in the order you prefer them to appear in the Favorites menu. To reorder favorites:

  1. Access the Manage Favorites window.

  2. Drag and drop the favorites in the order you want them to appear.

The Favorites menu displays the favorites in the sequence you arranged.

2.7.8 Reorganizing Favorites

You can create new folders to organize your favorites. To create a folder:

  1. Access the Manage Favorite window.

  2. From the Manage Favorites window, click New Folder.

  3. Use the default folder name or enter the name for the folder.

  4. Click outside the folder name field or press the Tab key on keyboard.

A user-created favorite folder is created.

In the Manage Favorites window, you can drag and drop the favorites into the user-created favorite folder to organize your favorites.

You can view the content of the user-created favorite folder by clicking the Manage user-created folder icon, on the left side of the user-created folder's name.The favorites appear in the order you added them in the user-created folder. To navigate back to the main view of the Manage Favorites window, click the Back button.

Note:

You cannot drag and drop a user-created folder into another folder.

2.8 Working with Toolbar Options

This section provides an overview of toolbar options and discusses how to:

  • Work with Row and Form Exits

  • Set Up Favorite Row and Form Menu Selections

2.8.1 Understanding Toolbar Options

Most JD Edwards EnterpriseOne forms include a toolbar with buttons that provide access to specific tasks. You must be familiar with toolbar options to use the JD Edwards EnterpriseOne system. Toolbar options vary depending on form type. For example, a Find/Browse form usually includes a Select button so that you can select a record in the grid, whereas a Fix/Inspect form does not have a Select button because it displays the values for a specific record.

The following table describes many of the standard toolbar buttons:

Toolbar Button Description
Find The Find button displays records in a grid.
Select The Select button selects one or more records and opens corresponding forms.
Search The Search button displays all the entries from your database that match the search criteria that you specify.
Add The Add button opens a new form where you can add a new record.
OK When you click the OK button, record additions and updates are written to the database.
Copy From a Find/Browse form, the Copy button copies the entire record. The system copies all fields into a new record, except those fields that are unique to the existing record.From a Fix/Inspect form, the Copy button selects the fields for the new form. You must enter data in all other fields. You can modify on the new form those fields that you copied from the existing record.
Delete From a Find/Browse or Fix/Inspect form, the Delete button deletes the entire record.

Depending on the application that you are using, the Delete button might also remove related information. For example, if you delete an Address Book record, the system also deletes the phone numbers for that record. See your application user guide for information about deleting child records.

Close The Close button closes the form.
Cancel When you click the Cancel button, any changes you have made are lost and no database changes are made.
Tools The Tools button can include options such as Refresh, Export Grid Data, or Data Browser.
Collaborate The Collaborate submenu under the Tools menu has the following options:
  • Send Email

  • Send Meeting Invite

  • Send Shortcut

  • Parameterized URL


In addition to standard buttons, the toolbar can include other options such as reports (which provides a list of reports pertaining to the application), row exits, and form exits.

2.8.2 Working with Row and Form Exits

There are two types of Row and Form Exits: Standard and Simplified.

Standard Row and Form exits display as buttons on the toolbar. When you click the Form or Row button on the toolbar, a list appears with options relating to the active form. The functions on the form and row exits vary from form to form. For example, a form or row exit might open a data entry form or provide access to other forms that relate to the record you selected.

You can also use row exit and form exit right-click options to access the selections on the row and form toolbar menus. When you right-click a cell in the grid, the grid row is selected and the row menu selections display in a context menu. Using this feature, you do not need to click the Row button at the top of the form. This feature has been enabled for Find/Browse, Search & Select, Parent/Child, Headerless Detail, Header Detail, Power Browse, Power Edit, and Subform forms.

The following example shows the context menu that displays on the Customer Service Inquiry form after right-clicking a cell in the grid:

Figure 2-6 Row Exit Context Menu

Description of Figure 2-6 follows
Description of ''Figure 2-6 Row Exit Context Menu''

Note:

If the JD Edwards EnterpriseOne form does not have any Row menu selections available, the default browser's context menu appears and the grid row is not selected.

Similarly, when you right-click in the form outside the grid, the form menu selections display. The form menu selections are not accessed from a row. Any disabled menu selections in the form and row menus do not display in the context menu list.

The following example shows the form menu selections on the Customer Service Inquiry form:

Figure 2-7 Form Exit Context Menu

Description of Figure 2-7 follows
Description of ''Figure 2-7 Form Exit Context Menu''

Note:

To hide the form exit context menu, you can click anywhere in the form header. To hide the row exit pop-up menu, click anywhere in the grid unless the grid is editable. In the case of editable grids, you must click on the form header or below the grid area to hide the pop-up menu.

Simplified Form and Row exits display as tabs on the side of the screen. If your system administrator has enabled you to do so, you can choose if your EnterpriseOne interface displays Simplified or Standard mode.You can drag and drop Simplified tabs vertically. In Simplified mode, you will see only the tabs. In Standard mode, you can choose the type of Row and Form exits you see. The following graphic displays the Simplified tabs:

Figure 2-8 Simplified Form and Row Exit tabs

Surrounding text describes Figure 2-8 .

2.8.2.1 Choosing Standard or Simplified Form and Row Exits

To choose Standard or Simplified Row and Form exits:

  1. Ensure that you have permissions to change the Standard or Simplified mode by clicking Personalization, My System Options, and then User Profile Revisions.

  2. Select the Enable Simplified Row/Form Exits option to view the Simplified Row and Form exit tabs. Deselect the option to view the Standard Row and Form exit buttons.Click the Personalization menu, and then click Preferences.

  3. Log out and then log in to EnterpriseOne to see your changes.

2.8.2.2 Accessing Row Menu Selections

To access row menu selections:

  1. On a form with a Row button on the toolbar, click the Row button.

    The row menu selections display in a drop-down list.

  2. Click the desired menu selection.

  3. Alternatively, click a cell in the grid to display the row menu selections in a context menu.

2.8.2.3 Accessing Form Menu Selections

To access form menu selections:

  1. On a form with a Form button on the toolbar, click the Form button.

    The form menu selections display in a drop-down list.

  2. Click the desired menu selection.

  3. Alternatively, right-click anywhere in the form (except the grid) to display the form menu selections in a context menu.

2.8.3 Setting Up Favorite Row and Form Menu Selections

To add favorites to a form or row pop-up menu:

  1. On a form with a Row button on the toolbar, right-click a cell in the grid to display the row context menu.

  2. If the form has a Form button on the toolbar, right-click the form to display the form context menu.

  3. Click a selection in the Form or Row portion of the context menu and drag it to the Favorites section.

    Note:

    If there are no menu items in the Favorites section, drag and drop the menu selection onto the Favorites label to add the menu item to the Favorites menu.
  4. If necessary, drag and drop the Favorites selections to reorder them.

  5. To remove a selection from Favorites, drag it to the Row or Form section of the context menu.

2.9 Using Parameterized URL

The Simplified Parameterized URL is a feature that enables an external system to launch a native JD Edwards EnterpriseOne application through the use of a simple URL. This feature provides external applications the ability to have a nearly seamless user interface integration with any available JD Edwards EnterpriseOne application.

When you select Parameterized URL from the Tools menu on a form, a Java Script Alert message shows the parameterized URL for that application. You can copy and paste the URL into a new browser page to launch the application.

Note:

If you are using Microsoft Internet Explorer, you must select the parameterized URL and use the keyboard shortcut Ctrl+C to copy it. If you are using the Mozilla Firefox browser, select the parameterized URL by using the Right -click and copy option in the Alert window to copy it.

Considerations for Query Control

If you use the Query control (for advanced queries) to create and save search criteria on a form, and your system administrator has made the queries public, then the query information is available when someone uses a parameterized URL to launch the application. If multiple public queries have been created, they are available when using the parameterized URL.

Your system administrator must make the query available to other users. After doing so, a public version of the query displays beneath a line in the Query drop-down menu.

Queries located above the line are queries available only to the user who created them. If user A sent a parameterized URL to user B, then user B would be unable to access the query information for the query when using the parameterized URL. Additionally, user B would receive the following error message:

Requested Query Wasn't Found

If you receive this error, contact your system administrator.

Queries located below the line are the queries that have been made public. Therefore, when user A sends a parameterized URL to user B, and user B uses it to log into EnterpriseOne, the query information is available.

If you are a system administrator, see the "Changing an Individual User Override to a Group User Override" section in the The JD Edwards EnterpriseOne Tools Runtime Administration Guide for more information.

For more information on the query control, see the "Queries" chapter in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

2.10 Using Online Documentation

You access field-level help by placing the cursor in a field and pressing F1. You can also access the field-level help by clicking the Help icon located at the top-right corner of a form and then clicking the Item Help option. If the field in which the cursor resides is a business view column, the system displays the alias name, business view name and description, table name and description, and glossary text. If the field in which your cursor resides is a data dictionary column, the system displays the alias name, the term Data Dictionary Item, and the glossary text.

You can access the online documentation by the following two ways:

  • Click the Help icon located at the top-right corner of a form and then click the Help option.

  • Click the Down Arrow icon located next to your login name and then click the Help option.

Note for Release 9.1 Update 4:

  • If you are using an application with a product code equal to H20, H79, 98, or beginning with H9:

    When you click the Help icon, EnterpriseOne searches the EnterpriseOne Tools Documentation Library for topics with program IDs that correspond to the application you are using. For example, if you are using Vocabulary Overrides, and click the Help icon, EnterpriseOne searches for all the documentation topics that pertain to P9220 (Vocabulary Overrides Program ID).

  • If you are using an application without one of the above product codes:

    When you click the Help icon, EnterpriseOne searches the EnterpriseOne Applications Documentation Library for topics with program IDs that correspond to the application you are using. For example, if you are using Address Book, and click the Help icon, EnterpriseOne searches for all the documentation topics that pertain to P01012 (Address Book Program ID).

  • If you click the Help icon outside of an application, you are taken to a list of links to JD Edwards EnterpriseOne libraries.

If you are unable to access the online documentation library, contact your system administrator.

For information about how to set up online documentation, see
"Setting Up Help" in the JD Edwards EnterpriseOne Tools Runtime Administration Guide

2.11 Error Messages and Error Dialog Boxes

When you enter information into a field that is inaccurate or unrecognizable by JD Edwards EnterpriseOne, or if you fail to enter data into a required field, the field displays a red background to indicate the error, and an error message displays at the top of the form. If there are multiple errors on one form, they display as a list at the top of the form. You can view more information about the error by clicking the arrow located to the left of the error message. If the error message has a Go To Error link to the right of it, you can click the link and JD Edwards EnterpriseOne places your cursor in the field that correlates to the error message.

When you place your cursor in a field that contains an error, a dialog box displays that further identifies what you must enter into the field to correct the error. You can move the dialog box by clicking the top of it and dragging it to another location on the screen. You can tab out of the field to validate the information. After the information is validated, the error message is removed from the list. To view all the errors on the form listed at the top of the form, click Go to Top. To disable the pop-up dialog box, clear the Enable Error Pop-Ups check box at the top of the form.

To view error messages and correct errors:

  1. On the application on which you are working, if there are red fields indicating errors, scroll to the top of the form and review the error messages that are displayed.

  2. If the error messages you are viewing contains a Go to Error link, click the link to go to the field that correlates to the error message.

  3. Enter valid information into the field.

  4. Tab out of the field, to ensure that the information you entered is correct or recognizable. If it is, the dialog box disappears, the field displays a white background, and the error message is removed from the list.

2.12 Turning Auto Populate On or Off

AutoPopulate assists you when you are performing repetitive data entry on the grid control. It uses content that already exists in the grid column to populate the cell in which you are currently typing. If the characters you are typing match those that already exist in the same column, AutoPopulate automatically adds the whole string of characters from the existing cell to the current cell. For example, you have already entered the following number into a cell in the column in which you are currently typing: 330456 If you type a 3 in the current cell, AutoPopulate will automatically place 330456 in the cell in which you are working. You can opt to accept the number by pressing tab, or you can delete the number and enter one of your own. You can turn AutoPopulate on or off. The action you select will apply to all applications to which you have access within JD Edwards EnterpriseOne.

The feature is disabled for simplified Chinese, Korean, Japanese, and traditional Chinese language environments.

To turn Auto Populate On or Off, from the Tools menu, click AutoPopulate. If a check mark appears beside AutoPopulate, the feature is turned on. If no check mark appears, it is turned off.

EnterpriseOne contains features that you use to globally impact the EnterpriseOne web client interface.

2.13 Auto Suggest

Auto Suggest is a user interface feature which progressively searches and filters through text. Auto Suggest searches pre-defined tables and returns records that match text you type into a field. As you type text into a text field, one or more possible matches for the text are found and immediately presented to you in the grid around the field. This immediate feedback enables you to stop typing the entire word or phrase for which you are looking. Instead, you can choose a record from the list that appears.

Auto Suggest searches for data in multiple tables and returns 10 matching records per page. The feature does not require you to remember the code or number for the field. Instead, you can type the name or description of the field and the system will search the name or description that begins with what you typed. For example, if you type in "Bi" in the item number field, the system may return "Bike", "Bike-Mountain" and other items whose name starts with "Bi". Once the list of suggested values is displayed, you can use arrow keys or the mouse to navigate to the correct record, then press the Enter key or click on the record to select the record. When a record is selected, the code or item number value (for example, 220) is automatically filled into the item number field. The system automatically queries the database based on the description you typed, and fills in the field value with the proper code or value.

Note:

Auto Suggest is case sensitive. If the item descriptions stored in the database are all lowercase, typing "Bi" may not return any suggested values because the first letter typed is uppercase.

Your system administrator determines which fields have Auto Suggest enabled, and determines the circumstances for which it is activated. For example, Auto Suggest might begin searching after you type two characters into a field or after you pause typing for a number of seconds.

Your system administrator can configure the Auto Suggest feature in the following two ways:

  1. Automatic

    The system administrator specifies the minimum number of characters you need to enter, and also specifies that a manual hot key is not required to trigger Auto Suggest. When you type into these fields, you will notice a gray down arrow at the bottom right corner of the field. After you type the minimum required number of characters, the gray down arrow turns blue, and the suggested values display automatically. If the down arrow turns blue but no values are displayed, there are no matching records in the system. You need to change or re-type the name or description.

  2. Manual

    The system administrator specifies that you have to manually trigger the Auto Suggest process (hot key required). The system administrator also specifies the minimum number of characters that you need to enter, before the manual Auto Suggest feature is triggered. When you type into these fields, you will notice a gray down arrow at the bottom right corner of the field. After you type the minimum required number of characters, the gray down arrow becomes a clickable blue arrow. Clicking the blue arrow triggers the system's Auto Suggest process. The system then starts searching for items based on what you typed. The Auto Suggest feature is not triggered automatically. You need to click on the blue down arrow to trigger it.

See "Setting Up Auto Suggest" in the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

If Auto Suggest is enabled, you do not need to remember codes in order to search for, or enter, data in a field.

If Auto Suggest is enabled, you see a grey color arrow icon in the lower corner of the text field, QBE field, or the grid cell when you click into it. The grey arrow turns into blue arrow when you start typing in the text box. Type in one or two characters and click the blue color arrow icon to display the list of Auto Suggested options.

2.13.1 Enabling or Disabling Auto Suggest for a Single Form

To enable or disable the Auto Suggest feature for a single form, Select Tools menu and select or deselect the Auto Suggest option.

2.13.2 Enabling or Disabling Auto Suggest Globally

You can select or deselect the auto suggest feature globally by selecting the Preferences option from the Personalization drop-down menu. Select or deselect the Auto Suggest Enabled check box from the Preferences window to enable or disable the Auto Suggest feature across all forms.

2.14 UDC Drop-down Menu

UDC Drop-down is a user interface feature that enables the users to select text on fields.

If the drop-down is enabled for a UDC field, you see a Drop-down icon instead of Visual Assist and Auto Suggest icons. When you click on the Drop-down icon, a window with a list of values is displayed from which you can select the required value. You can click on the Next button at the bottom of the window to navigate to the next set of records. This drop-down window does not contain a column header.

Figure 2-9 UDC Drop-down Menu

Description of Figure 2-9 follows
Description of ''Figure 2-9 UDC Drop-down Menu''

Also, if the drop-down menu is enabled for a UDC, you can progressively search and filter through text. You can type in a letter, number or any wildcard entry. The system searches the pre-defined tables and returns records that match the text you typed into a field. As you type text into a UDC Drop-down enabled field, one or more possible matches for the text are found and immediately presented to you in the grid around the field.

There is a Search link at the lower right corner of the window. You can click this link to open a visual assist window for more advanced search capabilities.

See Setting Up UDC Dropdown Menu in the JD Edwards EnterpriseOne Tools Runtime Administration Guide

2.15 Send Email and Meeting Invite Options

JD Edwards EnterpriseOne enables users to collaborate with other users by using the Send Email and Send Meeting Invite options.

All JD Edwards EnterpriseOne forms except the message forms include a toolbar with the Collaborate submenu in the Tools menu. You can use the Collaborate submenu to access Send Email and Send Meeting Invite options.

Also, you can send emails and meeting invites to the required recipients using the Send Email and Meeting Invite options from the Collaborate tab of the hover forms in the Address Book fields.

Note:

You can use this feature with Outlook, Thunderbird, and Gmail as your default email clients, and, with Outlook and Thunderbird as your default calendar clients. You can check or uncheck the Use Thunderbird As Calendar Client option in the Preferences window from the Personalization drop-down menu to enable or disable Thunderbird as your default calendar client.

2.15.1 Accessing Send Email Option from Tools Menu

To access the Send Email option from the Tools menu:

  1. On the form with which you are working, select the Tools menu.

    Note:

    The Tools menu is not supported on the embedded form and hence, the Send Email and Meeting Invite options are also not supported on the embedded forms.
  2. Click Collaborate.

  3. Select the Send Email option.

  4. The system displays the Message window of the default email client.

    The subject of the email contains the title of the form. The body of the email contains the title of the form and the parameterized URL of the form. You can view the form or application by clicking the parameterized URL, and then entering your user ID and password.

  5. Enter the recipient's email address in the empty Email Recipient field.

  6. Click Send.

2.15.2 Accessing Send Meeting Invite Option from Tools Menu

To access the Send Meeting Invite option from the Tools menu:

  1. On the form with which you are working, select the Tools menu.

  2. Click Collaborate.

  3. Select the Send Meeting Invite option.

  4. The File Download window of the browser appears with an option to open or save the .ics (calendar file) file.

    Note:

    For Outlook, you can choose an option to open or save the .ics file.

    For Thunderbird, save the .ics file to a desired location; then, open Thunderbird, access the Events and Tasks tab, click Import, and navigate to the location where you saved the .ics file. Select the .ics file and click Open. The meeting will be added to the Thunderbird calendar, and also in the Events and Tasks window.

  5. Click Open.

    Note:

    You can also save the file in a desired location and open it later.
  6. The system displays the Appointment window of the default calendar. The subject of the meeting invite contains the title of the form. The body of the meeting invite contains the title of the form and the parameterized URL of the form. You can view the form or application by clicking the parameterized URL, and then entering your user ID and password.

  7. Schedule a meeting time and add the meeting recipients as required.

  8. Click Send.

    The meeting will be added in the calendar of your default email client.

    The Send Meeting Invite creates the meeting request by default using the current time on the machine from where the E1 HTML server is running. It does not use the time on the machine from where the browser with the E1 web client is accessed. You can open your default email/calendar client and edit the time of the meeting request.

2.15.3 Accessing Send Email and Meeting Invite options from Data Dictionary items

Hover forms contain context-based information. The hover form is displayed when you click the hover indicator in the hover-supported JD Edwards EnterpriseOne control.

See Message Form as Hover Form in this guide.

You can use the Collaborate tab in the hover form to send emails and meeting invites to the required recipients. Your system administration can enable the Collaborate tab in the following hover forms:

  • Employee Information hover form (P080100)

  • Address book Information hover form (P01700)

  • Customer Information hover form (P03B700)

  • Supplier Information hover form (P04700)

The Collaborate tab in the hover form is enabled by default for the Address Number (AN8) type hover forms listed above. You can disable this tab using Work with Feature Definitions (P958973) application.

See Enabling and Disabling Collaborate tab in the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

2.15.3.1 Accessing Send Email Option

To access the Send Email option:

  1. Enter a valid Address Book Number in the Address Book field.

  2. Hover over the orange dot indicator in the Address Book field. The orange dot indicator will turn into a clickable indicator.

  3. Click the clickable indicator. The hover form is displayed.

  4. Click the Collaborate tab. The Collaborate tab displays a list of email IDs associated with the Address Book number. The list of email IDs that appears in the Collaborate tab is configured for a particular address number in the Who's Who application. If an email ID is not configured for a particular address number, the Collaborate tab is empty and the Send Email and Send Meeting invite buttons are disabled. If you are using the Chrome browser, the hover form may close when you click the disabled Send Email or Send Meeting buttons.

  5. In the Collaborate tab, select the email ID as required. You can select multiple email IDs. A maximum of five email IDs are displayed per page in the Collaborate tab. You can use the Next and Previous links in the Collaborate tab to navigate across the email IDs.

  6. Click the Send Email button.

    Note:

    The Send Email and Send Meeting Invite buttons are disabled by default. The buttons are enabled after you select an email ID.
  7. The Message window of the default email client is displayed.

    The subject of the email contains the title of the form. The body of the email contains the title of the form and the parameterized URL of the form in the case of Employee and Address Book hover forms. You can view the form or application by clicking the parameterized URL, and then entering your user ID and password.

    The body of the email is empty in the case of Customer and Supplier hover forms.

  8. The recipient email address is populated based on your selection.

  9. Click Send.

2.15.3.2 Accessing Send Meeting Invite Option

To access the Send Meeting Invite option:

  1. Hover over the orange dot indicator in the address book field. The orange dot indicator will turn into a clickable indicator.

  2. Click the clickable indicator. The hover form is displayed.

  3. Click the Collaborate tab. The Collaborate tab displays a list of email IDs associated with the Address Book number.

    The list of email IDs that appears in the Collaborate tab is configured for a particular address number in the Who's Who application. If an email ID is not configured for a particular address number, the Collaborate tab is empty and the Send Email and Send Meeting invite buttons are disabled.

  4. In the Collaborate tab, select the email ID as required. You can select multiple email IDs. You can use the Next and Previous links in the Collaborate tab to navigate across the contacts.

  5. Click the Send Meeting button.

  6. The File Download window of the default browser is displayed with an option to open or save the .ics file.

  7. Click Open.

    Note:

    You can also save the file in a desired location and open it later.
  8. The Appointment window of the default calendar client is displayed.

    The subject of the meeting invite contains the title of the form. The body of the meeting invite contains the title of the form and the parameterized URL of the form in the case of Employee Information and Address Book Information hover forms. You can view the form or application by clicking the parameterized URL, and then entering your user ID and password.

    The body of the meeting invite is empty in the case of Customer Information and Supplier Information hover forms.

    Note:

    For Outlook, you can choose an option to open or save the .ics file.

    For Thunderbird, save the .ics file to a desired location; then, open Thunderbird, access the Events and Tasks tab, click Import, and navigate to the location where you saved the .ics file. Select the .ics file and click Open. The meeting will be added to the Thunderbird calendar and also in the Events and Tasks window.

    The Send Meeting Invite creates the meeting request by default using the current time on the machine from where the E1 HTML server is running. It does not use the time on the machine from where the browser with the E1 web client is accessed. You can open your default email/calendar client and edit the time of the meeting request.

  9. The recipient address will be populated based on your selection.

  10. Click Send.

If the hover form contains lot of information, for example, if the email address is very long then the browser inserts the scroll bar. It is recommended to have concise information on the hover forms since the hover forms are intended to provide a small snapshot of the data.

If the parameterized URL is very long, the email clients such as Thunderbird and Gmail will not render the complete URL as a hyperlink.

In that case, you have to manually copy the entire link and paste it into the address bar of your browser to access the E1 application. This does not happen if you are using Microsoft Outlook as your default email client.

2.15.4 Configuration Settings

This section discusses the server manager settings for Send Email and Send Meeting Invite feature.

2.15.4.1 MailtoInNewWindow

To use Gmail as the email client in Firefox and Chrome browsers:

  1. Access the Server Manager Console.

  2. Navigate to the Configuration settings for the HTML Server.

  3. Select the Advanced View.

  4. In the Web Runtime section, set the value of Enable mail to links in new window to True.

When you click the Send Email link, the system will open the Gmail Compose Mail window enabling you to compose a new email message if the value of MailtoInNewWindow setting is set as True.

In the case of Employee Information and Address Book Information hover forms, the body of the email message is pre-populated with the JD Edwards EnterpriseOne parameterized URL to the EnterpriseOne application from which the Send Email link was clicked. The body of the email is empty in the case of Customer Information and Supplier Information hover forms.

If you are not signed in to Gmail before you click the Send Email link, when you click the Send Email link, the Gmail login page appears. After you log in to Gmail, the Gmail Compose Mail window appears.

If you are using Firefox or Chrome browser to access Send Email or Send Meeting Invite functionality, and if the MailtoInNewWindow INI setting is set as True then, a new browser window/tab is displayed with an informational message before the email client is loaded. The informational window/tab closes automatically after the email client is loaded.

2.15.4.2 Use Thunderbird

Add the UseThunderbird setting in the OWWEB section of jas.ini and set the value as "true", to use Thunderbird as the default Calendar client.

To use Thunderbird as the default Calendar client, from the Server Manager Console, navigate to the Configuration settings for the HTML Server and then select the Advanced View. In the Web Runtime section, set value of Enable Thunderbird as the default calendar client as True.