Understanding Menu Filtering

Menu Filtering is the process that you use to selectively enable or disable tasks by role in a task view.

Access JD Edwards EnterpriseOne Solution Explorer.

1. In JD Edwards EnterpriseOne Solution Explorer, depress the Menu Filtering button.

2. Select the task view that you want to refine.

   The system changes the task view menu display to indicate enabled and disabled tasks. Enabled tasks are indicated by a green check mark; disabled tasks are indicated by a red X

3. Expand the task tree in the task view to find a task that you want to enable or disable, and then select a task.

4. Click either the Enable or Disable button on the Toolbar.

   You can also double-click the task to toggle between the enabled and disabled conditions.

5. Repeat steps 2-3 for each task you want to enable or disable.

6. When you have finished refining the task list, click the Save button on the toolbar.

   Saving your configuration saves your changes to the Master Task Relationship table (F9001), so your changes will be available to all users who access that same database. JD Edwards EnterpriseOne Solution Explorer will prompt you to select the role to which your changes apply.

   If you fail to save the changes, your changes will not remain when you exit from the JD Edwards EnterpriseOne Solution Explorer and then launch it again later.

7. Click the Show All in Menu Design mode button to toggle between hiding and displaying disabled tasks in the current task view menu for the currently selected role. This role is displayed beside the root node of the task view.