Understanding the Export and Import Process for Task Views

The Task Views program (P01RS002) combines the functionality of the standard JD Edwards EnterpriseOne applications that are used to set up task views and enables you to perform these related functions:

Create new roles.
Add translated task descriptions for up to two languages.
Add a base level of security for applications.

You can load an existing task view in the grid of the Task Views program (P01RS002) and then export it to a spreadsheet to use as a template for a new task. An existing task view contains an average of 1200 records, which can be extremely difficult to manage in the grid. Therefore, revising the existing records in a spreadsheet makes the process of creating a new task view more efficient. Optionally, you can export an empty grid to the spreadsheet and add data in the spreadsheet.

Although it is not recommended, you can create a new task view from the beginning by adding records directly in the grid of the Task Views program.

Note: You can only use the Task Views program to create new task views. If you revise an existing task view in the Task Views program, the system issues an error message because of duplicate records. Instead, you must use the standard programs in JD Edwards EnterpriseOne Solution Explorer to revise an existing task view. This approach is recommended when you have minor revisions to the task view.

If you create a new task view based on an existing one, ensure that you assign a unique task ID and name to the task view when you import the data from the spreadsheet to the Task Views program. If you use the same task view name, the system issues an error message because of duplicate records.

During the export process, the system exports all of the column headings for the task view into the spreadsheet. In the spreadsheet, you enter the name of the task in the appropriate column and then complete the additional columns in the row to associate an application, version, form, roles, and so on, to the task.

After you add new task view records or revise existing records in the spreadsheet, you can import the records back to the Task Views program. During the import process, the system verifies that all data in the spreadsheet exists in JD Edwards EnterpriseOne and generates errors when data is not recognized. You can revise the records directly in the grid of the program and save the task view or, if you have numerous revisions, correct the errors in the spreadsheet and import the spreadsheet again.

When you save the new task view, the Task Views program adds the task view data from each column to the appropriate JD Edwards EnterpriseOne tables that contain records for task views, menus, tasks, task relationships, versions, and roles. If the role *PUBLIC does not exist, the system generates security records for *PUBLIC that removes security for all roles. The program then grants security back to the roles, based on the programs to which they are assigned on the task view.

The Task Views program applies a base level of application security to the roles associated with each task. The security only applies to the initial application form that is launched from the task or menu. When users try to access other forms from the initial form, they will be denied access. Therefore, after you save the task view in the Task Views program, you must use Security Workbench (P00950) to apply additional application security to roles to ensure that users can access the necessary forms.