1. Solution Explorer Guide
  2. Applying Roles to a Task

Applying Roles to a Task

You apply roles to tasks so that the tasks will be filtered properly in role-based task views. You can apply one or more roles to each task.

When a user launches a role-based task view, the system applies his or her login role to the view. If the system administrator has applied other roles to that user, he or she can view the task view by any of those roles to see a different set of tasks.

For example, a user might have two roles, General Accounting Clerk (the user's sign on role) and Accounts Payable Clerk. When the user launches a role-based task view, the system displays only those tasks to which the General Account Clerk role has been applied, such as Autoreconcile Void Payments, Autoreconcile Void Receipts, and Refresh Reconciliations File. The user can apply the Accounts Payable Clerk role to the task view, and the system displays only those tasks to which the Accounts Payable Clerk role has been applied, such as Speed Status Change, Create Payment Groups, and Work with Payments.

Users can switch roles only if they sign on to JD Edwards EnterpriseOne Solution Explorer with the *ALL role. If a user signs on with the *ALL role and then accesses a role-based task view, then the user can view all tasks that are visible to any of the roles assigned to the *ALL role.

For example, the *ALL role contains Role1 and Role2, but not Role3. When a user accesses a role-based task view, JD Edwards EnterpriseOne Solution Explorer displays all of the tasks that are available in Role1 or Role2. Tasks that are only available to Role 3 do not appear.

To apply roles to a task:

  1. Select the task to which you want to apply roles.

  2. Right-click the task, and then select Task Revisions.

  3. In Task Revisions, select Roles from the Form menu.

  4. In Task Where Used, click Find.

  5. Select the parent of the task to which you want to apply roles, and then click Select.

  6. In Role Definition, select the role to which you want to apply to the task, and then select Change Status from the Row menu.

    A check mark appears to indicate that a role is applied to the task. To remove a check mark, select Change Status from the Row menu again. To apply all roles to the task, select Enable All from the Form menu.

  7. Click Close.

  8. In Task Revisions, click OK.