This page (revision-55) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
55 26-Nov-2021 10:22 9 KB kparrott to previous
54 26-Nov-2021 10:22 9 KB kparrott to previous | to last
53 26-Nov-2021 10:22 9 KB kparrott to previous | to last
52 26-Nov-2021 10:22 8 KB kparrott to previous | to last
51 26-Nov-2021 10:22 8 KB kparrott to previous | to last
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Page References

Incoming links Outgoing links
USER PROCEDURES
USER PROCEDURES

Version management

Difference between version and

At line 3 changed one line
!!!USER PROCEDURES
!!!USER PROCEDURES/WIZARDS
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The procedure can take you through a sequence of the various screens and/or reports required to complete a task.
The procedure can take you through a sequence of the various screens and/or reports required to complete a task.
At line 14 changed one line
You may be in the middle of a procedure and switch to another form, change and save data without affecting the status of the procedure. You can continue the procedure where you left off when you are ready.
In Admin, you may be in the middle of a procedure and switch to another form, change and save data without affecting the status of the procedure. You can continue the procedure where you left off when you are ready.
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There are a couple of screens that require set up in order for a procedure to be fully defined.
There are a couple of screens that require set up in order for a procedure to be fully defined.
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*Click on the Add Record icon
*Click on the Add Record icon
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**If the procedure is going to use a header, the subject table must be populated. The subject table is the table that is associated with the procedure. If the steps within the procedure are all tied to the same subject (ie:employments) then that subject table should be defined (ie: [P2K_HR_EMPLOYMENTS]). If the steps within the procedure are tied to different subjects, the subject table of the first step should be used to populate the procedure's subject table. One method of determining the subject table of a form is by checking [IMFD] to determine which FIND block is used by the form. Employee related forms are often tied to either FIND_EID or FIND_EEM. FIND_EID would indicate the subject table would be [P2K_HR_IDENTITIES] and FIND_EEM would indicate the subject table would be [P2K_HR_EMPLOYMENTS]. Another method would be to review the [Entity Relationship Diagrams|ERD].
**If the procedure is going to use a header, the subject table must be populated. The subject table is the table that is associated with the procedure. If the steps within the procedure are all tied to the same subject (ie:employments) then that subject table should be defined (ie: [P2K_HR_EMPLOYMENTS]). If the steps within the procedure are tied to different subjects, the subject table of the first step should be used to populate the procedure's subject table. One method of determining the subject table of a form is by checking [IMFD] to determine which FIND block is used by the form. Employee related forms are often tied to either FIND_EID or FIND_EEM. FIND_EID would indicate the subject table would be [P2K_HR_IDENTITIES] and FIND_EEM would indicate the subject table would be [P2K_HR_EMPLOYMENTS]. Another method would be to review the [Entity Relationship Diagrams|ERD].
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**The Purpose field can be used to indicate the purpose of the procedure. (i.e. to streamline the new hire process ensuring all appropriate screens/forms have been updated.)
**The Purpose field can be used to indicate the purpose of the procedure. (i.e. to streamline the new hire process ensuring all appropriate screens/forms have been updated.)
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*Execution Rights tab - [P2K_MASTER] role should be defined here for all new functions, in addition to any other roles that are required for users to access this procedure
*Execution Rights tab - [P2K_MASTER] role should be defined here for all new functions, in addition to any other roles that are required for users to access this procedure
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The procedure form is divided into two parts: a "header" component that defines general aspects of the procedure and the "procedure steps" component that defines the individual functions that make up the procedure. The information entered for the function created in step 1 will be defaulted in the header portion of the screen.
The procedure form is divided into two parts: a "header" component that defines general aspects of the procedure and the "procedure steps" component that defines the individual functions that make up the procedure. The information entered for the function created in step 1 will be defaulted in the header portion of the screen.
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**[Description |DESCRIPTION]– This field displays the full screen name of the function to be executed as part of the procedure. This name will default in when the function is chosen.
**[Description |DESCRIPTION]– This field displays the full screen name of the function to be executed as part of the procedure. This name will default in when the function is chosen.
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**[Create|CREATE_ALLOWED], [Retrieve|RETRIEVE_ALLOWED], [Update|UPDATE_ALLOWED], [Delete|DELETE_ALLOWED] – These toggles are used to determine what execution rights the user has when running the procedure. The CRUD defined will only restrict what is already set up for the report on [IMFN].
**[Create|CREATE_ALLOWED], [Retrieve|RETRIEVE_ALLOWED], [Update|UPDATE_ALLOWED], [Delete|DELETE_ALLOWED] – These toggles are used to determine what execution rights the user has when running the procedure. The CRUD defined will only restrict what is already set up for the report on [IMFN].
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A form group called 'HEADER' should be added to the form layout as a text item. The item 'MEX.DRV_SUBJECT_CONTEXT' should then be tied to the HEADER form group.
A form group called 'HEADER' should be added to the form layout as a text item. The item 'MEX.DRV_SUBJECT_CONTEXT' should then be tied to the HEADER form group.
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1. In the Command line, enter in the procedure name. (i.e. NEW_HIRE)\\
1. In the Command line, enter in the procedure name. (i.e. NEW_HIRE)\\
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**Next – allows the user to go to the next step in the procedure
**Cancel – Reverts all changes entered
**Finish – Commits all changes entered
**Next – allows the user to go to the next step in the procedure and commits the changes on that page
**Finish – Ends the Procedure
This page (revision-55) was last changed on 26-Nov-2021 10:22 by kparrottTop