2 Creating One View Watchlists

This chapter contains the following topics:

2.1 Introduction to Creating One View Watchlists

Watchlists represent a collection of items that match criteria that you or another user or administrator has set up. You create Watchlists for information and tasks that you want to track easily. These Watchlists appear on the JD Edwards EnterpriseOne menu bar so that you do not need to go into individual applications to look for pertinent data. Watchlists are useful for tracking information such as batches in error, purchase orders needing your approval, customers exceeding their credit limit, and more. Anything important to your organization and your job responsibilities can become a query and then a Watchlist.

Watchlists are created from within an application. Every Watchlist is based on an existing query. If an appropriate query does not already exist, you must add the query first.

See the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide for more information on creating and managing queries.

2.2 Prerequisites

Before you complete the tasks in this chapter:

2.3 Adding a One View Watchlist

To add a One View Watchlist:

  1. Access the application/form/version that contains the query from which you want to create the Watchlist.

  2. Select the Manage One View Watchlists icon and the Watchlist Manager panel opens:

    Figure 2-1 Watchlist Manager Panel

    Surrounding text describes Figure 2-1 .
  3. Complete the following fields:

    • Name

      Leave the default value of "(Create)" in this field. You will enter a name when you save the Watchlist.

    • (Optional) Description

    • (Optional) Warning Threshold

      Specify the number of records at which the Watchlist appears in bold font.

    • (Optional) Critical Threshold

      Specify the number of records at which the Watchlist appears in red font.

  4. (Optional) Open the Advanced Options section and complete these fields:

    • Refresh Interval

    • Max Records to Return

      You can specify a maximum number of records in order to improve performance when returning results.

    • Bypass Form Processing (Tools Release 9.2.1.2)

      Select this option to process data for a Watchlist count directly from the database, likely decreasing the time it takes to return results. However, be aware that when this option is selected, the system does not perform application processing that may affect the number of rows returned, so the number of rows may be different when using this option.

    • Has Summary Row (Tools Release 9.2.4.0)

      Select this option if the summary row is present in the Watchlist. When this option is selected, the Watchlist count is reduced by 1.

  5. Complete the Query to be Used field by selecting the query that you want to use for the Watchlist from the drop-down menu.

    Selection criteria for the selected query appear in the Query Details box below this field.

  6. Select the Save icon.

  7. Enter the new Watchlist name in the pop-up window.

  8. Click OK.

2.4 Requesting to Publish a One View Watchlist

After you create a Watchlist, you can share the Watchlist with other users. In order to be able to share a Watchlist, you must have the appropriate permissions.

For more information on setting up security on web object actions, such as sharing Watchlists, see the JD Edwards EnterpriseOne Tools Security Administration Guide.

Caution:

You cannot share a Watchlist that is based on a personal query. You will receive an error. In order to make a shared copy of a Watchlist, the query upon which it is based must also be shared.

To request to publish a Watchlist:

  1. On the Watchlist Manager tab, in the Name field, select the Watchlist from the drop-down list. The selected Watchlist must have been based on a previously shared query when it was created.

  2. Click the Request to Publish icon.

  3. You can open the Watchlist menu to verify that the new Watchlist appears under the Pending Approval heading. It no longer appears under the Personal heading.

    Since the security configuration for Watchlists is cached, you must sign out and back in to see the newly shared Watchlist. Again, whether it appears depends on your security settings.

  4. After the Watchlist is approved, it appears in the Shared section of the Watchlists menu. If it is rejected, it appears in the Rework section of the Watchlists menu.