Mass Maintenance

Add Custom Roles for the Looped Template

Before performing this task:

  1. Create a looped template and process in Integrate. Refer to BDC Script Template with Looping Enabled or GUI Script Template with Looping Enabled in Integrate for more information.
  2. Create all tt Tables and tx Views for the Integrate Process
  3. Create rt Tables from the tt Tables
  4. Create Custom Pages and Views
  5. Create a Template that Uses the Custom Pages in Mass Maintenance

Refer to Create Template Roles for detailed information about creating a custom role at the template level.

When the template created in Create a Template that Uses the Custom Pages in Mass Maintenance is saved, a Data Entry role will be automatically generated for the template. This Data Entry role should be assigned the header data page (created in Create Data Entry Pages and Views) following the instructions below. Add a role with Role-Type of ‘Data’ for each additional data entry page, and assign the pages following the instructions below.

A Review role will also be automatically generated when the template is saved. Assign this Review role to the header review page (created in Create Approval Pages and Views) following the instructions below. Add a role with Role Type of ‘Review’ for each additional review page, and assign the pages following the instructions below.

Assign dependencies to the new roles and edit dependencies for existing Review- and Post-type roles to take the new roles into consideration. Refer to Add Role Dependencies for more information.

NOTE: Customizations can be made to the data entry and/or review pages to link header and detail pages, thus reducing the number of roles required to process the data. The approach outlined in this use case is the most straightforward approach to use as an example.

To add the custom data entry and review pages to the template roles:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Select Roles for the template.

  4. Click Vertical View for the header Data Entry role.

    NOTE: This is the Data Entry role that was automatically generated for the template when the template created in Create a Template that Uses the Custom Pages Mass Maintenance was saved,

  5. Click the Page Settings tab.
  6. Click the Custom Page check box to enable it.

  7. Click Edit.

    View the field descriptions for the Template (Role) page's Vertical View

  8. Select the name of the component that stores the custom data entry page in Web App ID list box.

    NOTE: The Web App ID is the data entry page created for the header data in Create Data Entry Pages and Views.

  9. Select the name of the page from the Page ID list box.
  10. Click Save.
  11. Repeat steps 1-10 for each of the additional data entry roles.
  12. Close the Template (Role) page's VerticalView.
  13. Click Vertical View for the Review role.
  14. Click the Page Settings tab.
  15. Click the Custom Page check box to enable it.

  16. Click Edit.

    View the field descriptions for the Template (Role) page's Vertical View

  17. Select the name of the component that stores the custom review page from the Web App ID list box.

    NOTE: The Web App ID is the header approval page created in Create Approval Pages and Views. Register the view to the appropriate Approval page.

  18. Select the name of the page from the Page ID list box.
  19. Click Save.

  20. Repeat steps 12-19 for each of the additional Review roles.

    NOTE: The Post role will use the standard Request (Post) page.

To process the request:

  1. Activate the template.
  2. Add a request to use the template.
  3. Click Roles for the template.

  4. Click DATA ENTRY for the Data role.

    NOTE: The header Data Entry page displays. The standard import options to facilitate data entry can be used. Refer to Import a File at the Request Role Level for more information.

  5. Click Finish for the Data Entry role once data entry is complete.
  6. Process all additional Data Entry roles.

  7. Review and approve the roles.

    NOTE: The Approval pages created in Create Approval Pages and View display when the Review role(s) click DATA ENTRY.

  8. Click DATA ENTRY for the Post role.

  9. Click Post.

    NOTE: Posting will be processed by Integrate.

To view posting messages:

  1. Select Requests on the Navigation pane.
  2. Click Vertical View for the request.
  3. Click Archive Page ID.
  4. View the posting information in the Post Error, Post Message, Posted On and Posted By columns.