Assigning User Interfaces to Roles |
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Before you begin this task:
- Create an External User Interface or User Interface for assignment.
- Create roles.
Assigning User Interfaces to a role enables you to prescribe the set of activities that you can associate with the role. As a result, the role being assigned to a user governs the activities that a user can perform. You can assign a user interface in the role editor window.
- In the My Recent Documents or Explorer view of the Workspace Documents window, double-click the role. For information about changing the view, see Working with Workspace Documents. The <Rolename>-Role window appears.
- You can assign user interfaces in any of the following ways:
Option
Description
Role Editor
1.Click
in the User Interfaces group box of the <Rolename>-Role window.
2.Select a user interface in the Select User Interface dialog box that appears.Note:
If there are no user interfaces added to the role, you will find the Click here to add User Interfaces link in the User Interfaces group box. Click it, select a user interface in the Select User Interface dialog box that appears, and click OK.Quick Access Menu
1. In the <Rolename>-Role window, click
(Quick Access Menu) . The
Quick Access Menu dialog box appears and displays the existing models in the right pane.
2. Select a user interface you intend to assign and drag it from the Quick Access Menu dialog box to the User Interfaces group box of <Rolename>-Role window.
3. In the Quick Access Menu, select the Publish option to make the updated role available for the current organization during deployment.Workspace Documents
1. Select a user interface from the My Recent Documents or Explorer view.
2. Drag it to User Interfaces group box of <Rolename>-Role window.
3. Click
.
4. In the Explorer view of the Workspace Documents window , right-click the role and select Publish to Organization option.
A user interface is assigned to the Role.
Note
To revoke the user interface assigned to a role, do the following:
- In the User Interfaces group box of the <Rolename>-Role window, mouse over a user interface and click
. - Select Remove option.
- Click .
- Publish the role to deploy it in the current organization.
Alternatively, select one or more user interfaces while pressing the CTRL key and click 
.
Remember
- A User Interface may involve multiple sub-tasks or sub-activities to complete an activity. In such cases, you are prompted with the list of sub-tasks in Configure TaskParts dialog box. Select the sub-tasks you intend to associate with the role and click OK.
- If you wish to edit the sub-task assignment for a role, mouse over the user interface and click . Go to Action > Configure on the context menu and change the configuration in the Taskpart Details dialog box. This is not applicable for external user interfaces.
- Alternatively, select one or more user interfaces while pressing the CTRL key and click Configure Tasks icon in the User Interfaces group box.
- Sub-tasks are also referred as Task Parts.