Order Item Specification Editor Permissions Tab

Use the Permissions tab to permit specific roles access to order item search queries in the Order Management web client and define the data set that their queries return.

Note:

See "Order Item Specification Editor" for information about fields that appear on multiple Order Item Specification editor tabs.

Field Use

Roles

Specify which roles can query order item information in the Order Management web client. Click:

  • Select to add an existing role to the list in the Roles field.

  • New to create a new role to add to the list. See "Creating New Roles" for more information.

  • Open to review the role in the Role editor.

  • Remove to delete the role from the list.

Query Tasks

Select the tasks that will generate the query view used by Order Management web client users.

At run time, the OSM server returns a specific set of data when you use the search query functionality in the Order Management web client. You determine which data set the OSM server returns by creating or selecting query tasks. The data associated with the tasks that you select here will be the data returned to you from the run-time query.

You can select tasks that you use in processes, or you can create tasks that you use only for run-time queries.

For each role you add to the list in the Roles field, you can define two types of query task views: a summary and detail view. Select a task in the Roles field, then click:

  • Add to add an existing task to the Query Tasks list.

  • New to create a new task to add to the list. See "Creating New Tasks" for more information.

  • Open to review the task in the Task editor.

  • Remove to delete the task from the list.

For each task in the list, specify whether to include the task data in the summary query view or the detail query view.

See "Working with Roles" for more information about setting up new roles.

Summary

Select to display the corresponding task data set in the Order Management web client Summary tab. The Summary tab provides a selection of the most important information about the selected order, component, or item, and it is displayed when you open the Order Details page. You can include data from multiple query tasks in the Summary tab. The Order Management web client displays on the Summary tab all of the data from all of the tasks for which you specify the Summary option.

Details

Select to use the task data set as a view in the Order Management web client Data tab. The tasks for which you select this option appear as choices in the Order Management web client Data tab View field. You can specify that multiple tasks appear as options in the View field; each option will present the web client user with a different view, each containing a specific set of data.