Enabling the Expert Entry Feature in the Security Component
This section provides an overview of the Expert Entry feature and discusses how to enable it in Security.
The Expert Entry feature enables users to change from interactive to deferred mode at runtime for appropriate transactions.
Note: Only expert users who understand how all of the fields in a transaction behave should use the Expert Entry feature . These users must know the exact keystroke sequence for the transaction. This sequence typically varies for a transaction by customer, depending on the customer's setup and entry requirements. Therefore, occasional users should not use the Expert Entry feature because they might not be aware of the nuances of the transaction and when it is necessary to press the Refresh hot key.
To use Expert Entry, select:
The Allow Expert Entry check box on the Internet tab of the Component Properties dialog box.
The Enable Expert Entry check box in the user's profile.
If these check boxes are selected, an Expert Entry check box appears at the bottom of the page at runtime. If users select this check box, the transaction runs in deferred mode, regardless of the setting on the component, page or field property.
When you set the component property to deferred mode, that component operates in deferred mode processing for all users, not just those who have Expert Entry enabled in their profiles.
If you want the component to process in deferred mode for some users and in interactive mode for other users:
Set the component property to Interactive mode.
Select the Allow Expert Entry check box.
These settings enable security user profiles to control the users for whom deferred mode processing is possible.
Warning! Users who modify component properties from interactive mode to deferred mode or select the Allow Expert Entry check box should understand that this is an adaptation of the software and, as such, they are responsible for thoroughly testing and supporting this change.
Refresh Button
The Expert Entry feature enables you to specify whether a Refresh button should be included on the component toolbar when the system displays the page. The Refresh button forces a transmission to the server to determine which fields have changed since the last transmission to the server and to run any processing logic that is associated with those changes.
Users can also refresh by pressing the Alt+0 hot key, which keeps the cursor in the same field when the page is refreshed. One can refresh any time during data entry to enable an expert users to:
Update related display field values for data that was already entered.
Recalculate totals and balances.
Provide defaults based on data that was entered previously on the page.
Validate data entered on the page thus far.
Invoke the code to hide or gray items associated with specific fields.
Limitations of Expert Entry
These limitations exist when Expert Entry is enabled:
|
Field or Control |
Definition |
|---|---|
| Hide, Unhide, Gray, and Ungray |
The user must click the Refresh button after entering a value in a field that is associated with PeopleCode that hides, unhides, grays, or ungrays other fields on the same page. |
| Drop-down list box |
The user must click the Refresh button after entering a value in a field that is a high-order key that is used to control the values in a drop-down list box. |
| Default values |
Whenever Expert Entry is properly enabled and selected by a user at runtime, the transaction runs in deferred mode. As such, defaults, totals, balances, and related displays are not updated until the next transmission to the application sever (for example, when the user clicks a button, icon, link, or another tab). If a user wants the page updated before then, she or he must click the Refresh button. |
To have the Expert Entry check box appear in the component at runtime, the security administrator must enable it in Security. The Expert Entry check box will then appear in any components for which you select the Allow Expert Entry property on the Internet tab of the Component Properties dialog box.
To enable Expert Entry in Security:
Sign in to the PeopleSoft system in your browser.
Select
Select the General tab.
Select Enable Expert Entry in the General Attributes group box.
Click Save.