Last week I had to put on a CNC hat to accomplish a menu filtering task. In every new EnterpriseOne implementation, I always create custom menus for the client, so that (1)-they only see what they need to see without having to navigate huge E1 Menus, and (2)-the system is more secure with limited menus. This is accomplished by creating a custom Task View, and placing all the tasks hierarchically underneath it.
So far, so good. What the client ends up with is a screen similar to the one below. Notice the custom menu (Custom Menus for BiG Consulting) along with all of the vanilla menus.
Now the question is: how to remove all of the vanilla menus, leaving only 2: Favorites, and Custom Menus. The first place I looked for an answer was an excellent book by Allen Jacot, Joseph Miller, Michael Jacot and John Stern – “JD Edwards EnterpriseOne The Complete Reference”. No luck there. It discussed how to filter out individual tasks using Menu Filtering, but not how to remove all the vanilla task views.
I then asked several of my CNC contacts, and the answer turns out to be simple, and quick to implement. Thank you to Oscar Hinojosa, Bill Patow and Kathleen White. You are some of the best CNC’s I’ve had the pleasure to work with. The rest of the article deals with specific steps on how to accomplish this.
1 – Determine specific roles for which you DO NOT want the filtering to take effect. That would be CNC admin, Developer, and any other roles that need the vanilla menus.
2 – Using the P00950 application, create Solution Explorer security records for these roles that look like this:
3- The goal here is to allow these roles continued access to the custom menus, along with the Fast Path. The screen shot above will do that.
4- Next, using the P00950 application, create one more Solution Explorer record for *PUBLIC:
5 – Notice that *PUBLIC is secured from everything except Favorites
6 – On the Work with Task Views application, select every single vanilla Task View, and put a check in the ‘Secured Task View’ box. Make sure that custom menu Task View IS NOT secured.
7 – Refresh the security cache (or wait for it to auto-refresh).
After executing the above steps, the next time a user logs in, they will only see their Favorites, along with the Custom Menus.
So far, so good. What the client ends up with is a screen similar to the one below. Notice the custom menu (Custom Menus for BiG Consulting) along with all of the vanilla menus.
Now the question is: how to remove all of the vanilla menus, leaving only 2: Favorites, and Custom Menus. The first place I looked for an answer was an excellent book by Allen Jacot, Joseph Miller, Michael Jacot and John Stern – “JD Edwards EnterpriseOne The Complete Reference”. No luck there. It discussed how to filter out individual tasks using Menu Filtering, but not how to remove all the vanilla task views.
I then asked several of my CNC contacts, and the answer turns out to be simple, and quick to implement. Thank you to Oscar Hinojosa, Bill Patow and Kathleen White. You are some of the best CNC’s I’ve had the pleasure to work with. The rest of the article deals with specific steps on how to accomplish this.
1 – Determine specific roles for which you DO NOT want the filtering to take effect. That would be CNC admin, Developer, and any other roles that need the vanilla menus.
2 – Using the P00950 application, create Solution Explorer security records for these roles that look like this:
3- The goal here is to allow these roles continued access to the custom menus, along with the Fast Path. The screen shot above will do that.
4- Next, using the P00950 application, create one more Solution Explorer record for *PUBLIC:
5 – Notice that *PUBLIC is secured from everything except Favorites
6 – On the Work with Task Views application, select every single vanilla Task View, and put a check in the ‘Secured Task View’ box. Make sure that custom menu Task View IS NOT secured.
7 – Refresh the security cache (or wait for it to auto-refresh).
After executing the above steps, the next time a user logs in, they will only see their Favorites, along with the Custom Menus.
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