Building a Task Index for a Role

To view the task items in a Springboard Pane, the task index must already be built.

There are two ways a task index is built. The system administrator can build the task index for a role by using the Work with Task Index Builds application (P90013), which generates records for the role in the Task Index Status table. Depending on the data in the Task Index Status table, the Springboard Pane displays a set of tasks that the role can access for a specific task folder.

Also, logging in to EnterpriseOne with a role that the system administrator has not built triggers an automated build of the task indices for that role.

Note: A blank value in the Program ID for a particular row in the grid indicates that a build was processed when a user with a role logged in. Although the build was generated by the system and not from the Work with Task Index Builds application, a record is displayed in the application.

To build a task index for a role:

  1. In JD Edwards EnterpriseOne, open the Work with Task Index Builds application (P90013).

  2. Select Build by Role from the Form menu.

  3. In Build Task Index by Role, click the Find icon.

    You can filter records in the grid using the header row or the Query By Example row. The system displays all the existing roles in the grid.

  4. Select the role that you want to process. You can also select multiple roles for which you want to build the task index.

    A check mark is displayed in Previously Processed column of the grid if a task index build was previously processed for the role.

  5. Click the Build Selected Rows button. Alternatively, you can select Build Selected Rows from the Row exit.

  6. 6. Click the OK button on the confirmation message. This action triggers a build of task index records in the Task Index Status table for the selected role.

  7. In Work with Task Index Builds, a new record is added for the selected role.

When the status of the record in the grid is Complete, a task index is built for the selected role.