Template (Role) H

Template (Role) V

Use this page to

To access this page:

  1. Click dspCompose > Team on *Navigation *pane.
  2. Click Templates for a team.
  3. Click Roles for a template.

Template (Role) V (All Tabs)

Template (Role) H

This page contains the following tabs:

General tab

Use this tab to Link a Template to a Page.

Field

Description

Settings

Role ID

Displays name of the role.

Basic

Priority

Displays order in which the role is processed on the request that uses this template.

Description

Displays brief description about the role.

Role Type

Displays type assigned to role, which defines how the role data within the request is manipulated.

Values are:

  • Data – Enter request data by manually entering or editing data, performing a mass change, or importing data.
  • Review – Review the data entered by the Data role, and approve or reject the data.
  • Post – Post the approved data to SAP.
  • External Data – Receive a spreadsheet generated by dspCompse™, enter request data, and email the spreadsheet to dspCompose™. This data, once it passes validations, becomes the basis for a request. 

Configuration

Validations

Click to open the Template (Role Validations) page to add, edit and delete validation rules for the role.

Columns

Click to open the Template (Role Column) page to enable, disable or hide columns for the template. This icon is only available once the recording has been generated.

Events

Click to open the Template (Role Event) page to configure events that will trigger rules to run for the template role.

Dependencies

Click to open the Template (Role Dependency Select) page to select dependent roles for the template. Dependencies determine what role can not be processed until the current rule has been finished.

Import Settings tab

Use this tab to Assign Default Data Source and Views for a Template

Field

Description

Excel

Excel Import Allowed

If enabled, Excel files are able to be imported into the request in order to upload data into dspCompose™.

Excel Column Control

Click to open the Template (Role Excel Column Control) page to add, edit or delete columns on the Excel spreadsheetgenerated for data entry, to set whether a column is read only, and to set what type of control is used to enter data, such as a text box. This icon is only available once the recording has been generated for Data and Review roles.

View

View Import Allowed

If enabled, a request’s data entry page can be created by importing a view for any request based on the template.

This field only displays for the Data role.

NOTE: At least one data source that stores a view must be set on the View Import Data Sources page.

The view name must follow naming conventions.

Refer to Import a View at the Request-Role Level for more information.

View Import Data Sources

Click to open the View Import Data Sources page to add or remove data sources that store views that can be imported to create a request based on the template.

NOTE: The count on this icon represents the number of data sources assigned to the role.

NOTE: This field only displays for the Data role.

Refer to Import a View at the Request-Role Level for more information.

View Import Data Source ID Default

Displays data source used as the default value when using a view to import data for requests using this template. This field only displays for Data roles.

View Import View Name Default

Displays view used as the default value to import data for requests using this template. This field only displays for Data roles.

Approve And Finish Settings tab

Use this tab to:

Field

Description

Approve

Use Comparison Approval Page

If enabled, the users assigned to the Review role can use an enhanced Approval page to view original data along with any changes to the data entered on the Data Entry page. The Review role can select to approve or reject each change. Only advanced users, comfortable with modifying SQL and familiar with table names and fields referenced in the request data, should configure comparison approvals. This field only displays for Review roles.

Allow Partial Approval

If enabled, the Review role is able to reject or approve request data by row, allowing different users assigned to the Review role to be responsible for reviewing specific data. A new request is created for all rejected roles. The default value is configured on the Parameters page. This field only displays for Review roles.

Finish

Force Validate Before Finish

If enabled, validation rules are required to be completed without any errors before a role can be finished. This field only displays for Data Entry and Review roles.

Prevent Finish Severity

Displays severity level for validation failure. Role is unable to be finished if the failed validation matches or is more severe than the severity level.

Values are:

  • Error – Marks the status as invalid until the error is corrected and the Validation Rule passes.
  • Message – Marks the status as valid but a message displays.
  • Warning – Displays a message but the user can proceed with the task even if the validation  fails.

This field only displays for Data Entry and Review roles.

Reject

Reject Role Target

Displays the role on the request that becomes available when the Reject button is clicked for the Review role. If blank, the request is sent back to the lowest priority role. This setting allows for greater workflow customization. dspCompose™ assigns the rejected request records to the target role. This field only displays for Review roles.

Partial Approval Reject Request Role Target

Displays the role that will be assigned to a new request if:

  • dspCompose™ has been configured to allow partial approvals of requests
  • A Review role rejects some of the records in a request

If the field is blank, dspCompose™ assigns the request to the lowest priority role in the request. This field only displays for Review roles.

Validation Failure Notification

Validation Threshold

Displays threshold value used to monitor when a user, including an external role user, is unable to finish a role. When the Validate button is clicked on theRequest (Roles)page for a role, and at least one record in a validation fails, dspCompose™ logs the failure and keeps a count of the failed records. When this count exceeds the validation threshold, dspCompose™ sends the validation contacts an email. If the role finishes successfully, dspCompose™ resets the validation count. If the validation threshold is blank or is set to 0, dspCompose™ never sends an email to the validation contacts. This field only displays for External, Data and Review roles.

Contacts

Click to open the Template (Role Validation Threshold Contact) page to add and delete users who are notified when the validation threshold is exceeded.

Download

Finish Tables

Click to open the Template Role (Finish) page to set Collect rules to run on table data after the download is finished, and to specify filter columns for both source and target data. This icon is only available for Post roles.

Finish Download In Background

If enabled, data downloads in the background after the user assigned to the Post role clicks the Finish button on theRequest (Roles)page. This field is only available for Post roles.

Page Settings tab

Use this tab to:

Field

Description

Custom

Custom Page

If enabled, the Page label set displays with additional fields to populate, allowing any page within the DSP® to be assigned to a template role. A user assigned to the role navigates to this custom page by clicking the Data Entry button on the Request (Roles) page.

Page

Web App ID

Displays name of WebApp that contains the custom page. This field only displays if Custom Page is enabled.

Page ID

Displays name of the custom page. This field only displays if Custom Page is enabled.

Advanced Settings tab

This tab only displays for Data and Review roles.

Field

Description

Advanced

Excel Export Where Clause Override

Displays the WHERE clause used to override the system-generated WHERE clause that is used to determine which records for the request are selected when exporting data into Excel files. This field only displays for Data and Review roles.