3Using the Carousel Container

Open Applications

Each application that is open is represented as a tile in the Open Applications tab of the carousel container. Click the tile in the Open Application tab to bring a specific application to the forefront.

Note: Open applications are also listed under the Open Applications drop-down menu.

Hover over the tiles in the Open Applications tab to view the details of each application.

Recent Reports

The Recent Reports tab displays all of the recently submitted reports (batch versions). Click the first tile, which represents Submitted Jobs, to open Submitted Job Search (P98305W).

Hover over the report tiles to view report, version, status, submitted date, and last activity as shown in the following example.

Recent Reports tab in Carousel

The tiles that represent the reports display visual cues to help you identify the status of the reports. The status of a report is conveyed by the color of the pencil icon in the tile. For example, Green = Done (D), Red = Error (E), Blue = Submitted (S)/Waiting (W)/Processing (P), Yellow = Held (H).

Note: Use the Refresh icon to trigger an immediate update. The Refresh icon will show the latest status for the report (i.e. report is finished). With EnterpriseOne Tools release 9.2.0.5 forward, the Poll Interval setting in Server Manager is used to automatically update recent reports instead of having to manually refresh.

Favorites Tab

The items that you add as favorites from the JD Edwards EnterpriseOne menu also display on the Favorites tab in the Carousel. When the Carousel is docked on the bottom of EnterpriseOne, favorite items display on the Favorites tab. When the Carousel is docked on the side of EnterpriseOne, favorite items display in the Favorites section. In most cases, Favorites performs the same no matter where the Carousel is docked. However, there are some instances where functionality differs slightly, and these will be noted in this documentation. This documentation describes Favorites and its performance while docked at the bottom of EnterpriseOne. The Favorites tab can contain three types of tiles: task folder tiles, user-defined folder tiles, and task tiles.

When you open the Favorites tab and click a parent-level task folder or user-defined folder located there, EnterpriseOne adds a tab to the tab bar. This new tab displays the task folder or user-defined folder name and all the contents of that folder. When you double-click a sub-folder, a '^' appears on the left side of the tab. The '^' indicates that there is a higher-level folder. When you click the '^', the higher- level folder and its contents appear.

When you create a user-defined folder, you can include in it tasks and task folders, but not additional user-defined folders. However, task-folders can, and often do, contain other task-folders as well as tasks, though you cannot add a task-folder or task to any existing task-folder. If you click a task folder contained within another task-folder, the current tab displays the new task folder name. If you hover above a task folder, a list of everything within that folder displays in a box near the cursor. You can change the name of the parent-level task folder at the Favorites level but you cannot change the names of items in the folder or the structure of its contents. You cannot change the name of the task folder, or its contents. If you click a task, the appropriate application launches.

Organizing Favorites

The Favorites tab can contain one or all of the following tiles:

  • User-defined folder

  • Task folder

  • Task

You can move task or task-folder tiles from the Favorites tab to a user-defined-folder tab and you can move those tiles back from a user-defined-folder tab to the Favorites tab. You cannot move user-defined folder tiles from the Favorites tab.

To move a task folder or task tile, click the tile, hold the mouse button until a red border appears, and then drag the tile over the user-defined folder tile to where you want the tile moved. The user-defined folder tile displays a grey background and a green border when it is activated to receive an acceptable tile. Release the mouse button to drop the tile. The tile will be moved to the user-defined folder's content.

You can also move a task folder or task tile by briefly holding (or hovering) a tile over an open user-defined-folder tab or Favorites tab. The tab is activated and enables you to view the contents of that tab. It also indicates that you can drop the tile into the existing content on the receiving tab.

Note: When the Carousel is docked on the side of EnterpriseOne, you hold the tile over a user-defined section. When the section is ready to receive the tile, it will be highlighted in grey and display green borders. Releasing the tile when the section is activated will drop the tile into the section. The tile is positioned at the end of the section.

EnterpriseOne ensures that you drop Favorite task tiles or task-folder tiles to an appropriate location. An appropriate location is one where the tab is activated to receive a tile, and the tile meets the criteria to be moved and dropped. If the location in which you are trying to drop is not appropriate, it will either move out from underneath the tile you are dragging or change the mouse icon to "not-allowed," indicating that either the location to which you are trying to drop is not activated or the tile you are dragging does not meet the criteria to be moved and dropped.

Ordering Tabs

You can change the order in which the tabs display by dragging and dropping them to a different location on the Carousel tab bar. The tab order will be the same if the Carousel is docked in the horizontal or vertical position. When you log out and login back into EnterpriseOne, your latest changes to the tab order are retained.

Hiding and Showing Recent Reports, Open Applications, Favorites Tabs and Sections

You might want to hide the Recent Reports, Open Applications, and Favorites default tabs if you never use them, use them infrequently, or just want more space on the screen. The changes you make to the Carousel are saved and remain when you log off and log back into EnterpriseOne.

Note: This document refers to "tabs" if you have docked the Carousel on the top or bottom of the screen, and "sections" if you have docked the Carousel on either side of the screen.

If you hide any of these tabs or sections, you can show them again at any time.

You can hide only two of the default tabs or sections. You must have at least one tab or section visible at all times.

To hide a default tab when the Carousel is docked on the top or bottom of the screen, right-click the tab, then click the tab name in the Hide pop-up window that displays, as shown in the following graphic:

Hide Pop-Up Window Bottom

To hide a default tab when the Carousel is docked on the side of the screen, right-click the tab, then click the tab name in the Hide pop-up window that displays, as shown in the following graphic:

Hide Pop-Up Window Side

In the following graphics, the Favorites tab and section are hidden:

Favorites Tab Hidden on Bottom
Favorites Tab Hidden on Left

When you hide a default tab, the change is reflected wherever the Carousal is docked. For example, if you make the change when the Carousal is docked at the bottom of the screen, then move it to the side, the changes remain.

To show the tab or section again, right-click the remaining tabs or sections, and select the tab or section name under Show, as shown in the following graphics:

Favorites Show Pop-Up Window Bottom

Favorites Show Pop-Up Window Side

EnterpriseOne does not enable you to hide all three default tabs or sections at once; instead, you can only hide two at a time. Therefore, since you must have one tab or section shown at all times, EnterpriseOne gives you only the option to Show if you have already hidden two tabs, as shown in the graphics below:

Show Pop-Up Window Bottom
Show Pop-Up Window Side