Filtering a Task View by Role

To filter a task view by role, you refine the task view using the Menu Filtering mode, and then save the results. You define the role or based on your needs analysis of the users.

Access a task view in JD Edwards EnterpriseOne Solution Explorer.

  1. In a task view of JD Edwards EnterpriseOne Solution Explorer, click the Menu Filtering button on the Toolbar.

  2. Select a parent task and expand the task tree to expose tasks that you want to disable.

  3. Select each task that you want to disable, and then click the Disable button.

  4. After you have disabled all of the tasks that you do not want to appear in the role, select the parent task.

  5. Right-click and then select Save Role, or click the Save button on the tool bar.

  6. In Save Role, select an existing role and then click Select, or create a new role.