PROCESSIT 7.3 R3

Using Tables

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Using TablesOracle Table General User GuidelinesReorder columnsFilter listSort listExport listPrintable ViewDetaching TablesDefining and Excluding information in certain listsUser selection lists informationUser selection lists exclusion

Using Tables

Oracle Table General User Guidelines

For more details on using tables, please refer to the Oracle framework documentation for tables. Please be aware that not all the functionality listed there is necessarily in use.

Reorder columns

You can reorder the column-sequence in most tables in the application. Use drag-n-drop to position a column where you would like it, or click View in the table menu and select Columns. Via the Show more columns submenu, you can also rearrange and show or hide columns.

Some tables contain additional information in columns that are hidden by default. You can enable these via the View in the table menu.

Filter list

You can filter some lists by typing criteria in the Column filter row. Press Enter to apply the filter to the table. You can define spans by using basic logical operators. For instance, you can type in <1000 in the amount field in the Console Worklist Task list table to find all notifications with an amount less than 1000. Column filters can be shown or hidden by clicking the Query by Example icon in the table menu.

You can see if filters are available if the Query by Example button is available in the table options menu.

Sort list

All lists can be sorted by column content. Move your mouse above a column header and click the Sorting arrows to sort the table according to column data.

Export list

Some lists can be exported to excel. To export a list:

  1. click Options in the list menu
  2. Click Export to Excel

Printable View

Some tables can be viewed in a printer-friendly format. In this format, you cannot edit or rearrange the table.

  1. click Options in the list menu
  2. Click Printable to open the printable table view in a new browser tab or window.

Detaching Tables

You can click Detach to detach a table from the interface, showing the table in a separate full-screen popup. A detached table retains all table functionality and is sorted and includes the same columns as in the non-detached view. To reattach a table, click Detach again or close the popup.

Defining and Excluding information in certain lists

User selection lists information

You can define what information to show in the autosuggest selector when selecting a user from a user selection input field with automatic suggestion of users. The information is based on the template values in the configuration parameter User selection display format. You can write any text string and include these values. The values must be written between angle brackets <LIKE THIS>

  • <USER_NAME> - The user name, for example OPERATIONS
  • <FULL_NAME> - The full user name, for example Stock Pat
  • <DISPLAY_NAME> - The user display name, for example PAT STOCK
  • <FIRST_NAME> - The users first name, for example PAT
  • <LAST_NAME> - The users last name, for example STOCK
  • <ASG_ORGANIZATION_NAME> - The organization that the user belongs to, for example Vision Operations
  • <ASG_LOCATION_NAME> - The location name for the user
  • <ASG_POSITION_NAME> - The user's job position title

An example: <USER_NAME> (<DISPLAY_NAME> - <ASG_ORGANIZATION_NAME>) shows OPERATIONS (Stock Pat - Vision Operations)

The values must be written in ALL-CAPS.

Log off, log on required for changes to be applied.

User selection lists exclusion

You can exclude a defined scope of users from user lists thorughout PROCESSIT. Excluded users cannot be selected from the user selection fields, meaning that it is not possible to for instance reassign a task to them, correct invoice to use them as contact persons, or split an invoice line to them. You define an excuded user list via the configuration parameter Sql statement to return the person ids of individuals to exclude from PROCESSIT. You must use the Custom SQL feature to supply an SQL command that defines the list of users to exclude.

The supplied SQL must return the person id for each user that should be excluded. The following are SQL examples for excluding users:

select person_id from per_all_people_f@ebsdb
where upper(last_name) = 'DOE' and upper(first_name) = 'JOHN'

Select employee id from fnd _user where substr (user_name,1,1) = 'C'

After saving the modified parameter with the supplied SQL code, clear the user cache to make the changes take effect.