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en:software:tim:edit_context_role
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en:software:tim:edit_context_role [2015/12/03 11:48] amanda.zens |
en:software:tim:edit_context_role [2021/07/01 09:52] (current) |
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| - | ==== Adapt context roles ==== | + | ==== Editing Context Roles ==== |
| Via the administration client, context roles can be added and adapted. | Via the administration client, context roles can be added and adapted. | ||
| - | Context roles fulfill the task of allotting a specific [[rights| role]] to a certain user within a process. | + | Context roles fulfill the task of allotting a specific [[roles| role]] to a user within a process. |
| If a context role is adapted, the following window opens: | If a context role is adapted, the following window opens: | ||
| Line 13: | Line 13: | ||
| ^ Element ^ Description ^ | ^ Element ^ Description ^ | ||
| | **1** | Here, the user for which the role is created is selected. A click on the drop-down menu will open it and all available users will be displayed. The user required can now be chosen. | | | **1** | Here, the user for which the role is created is selected. A click on the drop-down menu will open it and all available users will be displayed. The user required can now be chosen. | | ||
| - | | **2** | This dropdown is used to select which of the aforementioned roles the user should be assigned to. | | + | | **2** | This drop-down menu is used to select which of the aforementioned roles the user should be assigned to. | |
| | **3** | Here, the context name is chosen. This is indicative of which frame the context role is located in. | | | **3** | Here, the context name is chosen. This is indicative of which frame the context role is located in. | | ||
| | **4** | Here, the context-ID, which denotes the definition/instance being designated for this role, is displayed. This field can not be adapted directly, but rather it is filled using the search (Element 5). See [[#Suche|search]] | | | **4** | Here, the context-ID, which denotes the definition/instance being designated for this role, is displayed. This field can not be adapted directly, but rather it is filled using the search (Element 5). See [[#Suche|search]] | | ||
| Line 20: | Line 20: | ||
| ==== Search ==== | ==== Search ==== | ||
| - | In order to designate a specific merit to a context role, the search has to be used. | + | In order to designate a specific merit to a context role, the search has to be used. For instance, a process instance can be searched for based on the corresponding ID. The drop-down menu **Context name** is used to indicate if a process definition or a process instance is being searched. The search term should reflect if a process definition or a process instance is searched. |
| - | For this, something has to be entered into the search field. \\ | + | \\ |
| - | If process definition is chosen in the context name, then the name of the wanted process definition has to be entered in the search field. \\ | + | If "process definition" is chosen in the context name, then the name of the wanted process definition has to be entered in the search field. \\ |
| - | If process instance is chosen, the name of the process instance for which the role is to be valid has to be entered in the search field. \\ | + | If "process instance" is chosen, the name of the process instance for which the role is to be valid has to be entered in the search field. \\ |
| - | The same holds for process-definition templates. \\ | + | \\ |
| - | It is also possible to start the search without making an entry. A list of all possible results will then be released.\\ | + | It is also possible to start the search without making an entry. A list of all possible process definition or process instances, in descending order by date, will then be released.\\ |
| - | After a successful search, the tab **"Search result"** will open. | + | After a successful search, the tab **"Search results"** will open. |
| {{ en:software:tim:context-role2_en.png }} | {{ en:software:tim:context-role2_en.png }} | ||
| - | In this list the different instances corresponding to the search will appear. Clicking on a list element will send you to the tab **"Properties"** and the ID of the corresponding selection is noted in the context-ID field (Element 4). | + | In this list the results corresponding to the search term will appear. Clicking on an element from the list will activate the tab **"Properties"** and the ID of the chosen selection will be noted in the context-ID field (Element 4). |
| ---- | ---- | ||
| - | ==== Follow context roles ==== | + | ==== Follow Context Roles ==== |
| - | Please register in the [[administration_client|Admin Client]] with your admin user.\\ | + | Use the admin user to log-in to the [[administration_client|Admin Client]].\\ |
| - | {{:software:tim:context-role7.png?400|}}\\ | + | {{ :software:tim:context-role7.png?400 }}\\ |
| \\ | \\ | ||
| - | Choose the **User** element in the **Administration** tab. Next. right click on the user being adapted. Choose the option **Ad context role**.\\ | + | In the **Administration** tab, choose the **User** element. Next, right click on the user being adapted and select **Add context role**.\\ |
| - | {{en:software:tim:context-role3_en.png?400|}}\\ | + | {{ en:software:tim:context-role3_en.png?500 }}\\ |
| \\ | \\ | ||
| In the **Context role** pop-up, a role (preferably "starter") is chosen.\\ | In the **Context role** pop-up, a role (preferably "starter") is chosen.\\ | ||
| - | {{en:software:tim:context-role4_en.png?400|}}\\ | + | {{ en:software:tim:context-role4_en.png?500 }}\\ |
| \\ | \\ | ||
| For the context name, "process definition" should be chosen.\\ | For the context name, "process definition" should be chosen.\\ | ||
| - | In the field search term, enter the beginning of the corresponding process definition and click on the "search" button.\\ | + | Enter the beginning of the desired process definition in the field search bar and click on the "search" button.\\ |
| \\ | \\ | ||
| - | In the following pop-up the columns can be rearranged by selecting "ID". The top entry corresponds to the most recent process definition.\\ | + | In the following pop-up, the columns can be rearranged by selecting "ID". The top entry corresponds to the most recent process definition.\\ |
| - | {{:software:tim:context-role5.png?400|}}\\ | + | {{ en:software:tim:context-role6_en.png?500 }}\\ |
| \\ | \\ | ||
| - | Click on the row with the highest ID of your definition.\\ | + | Click on the row with the highest ID from the searched definition.\\ |
| - | {{en:software:tim:context-role5_en.png?400|}}\\ | + | {{ en:software:tim:context-role5_en.png?500 }}\\ |
| \\ | \\ | ||
| By clicking on the "save" button, the corresponding context role is updated. | By clicking on the "save" button, the corresponding context role is updated. | ||
en/software/tim/edit_context_role.1449139724.txt.gz · Last modified: 2021/07/01 09:55 (external edit)
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