AX2006

Setting up home pages for Axiom Software

All Axiom Software clients can have a designated Home file.

  • In the Desktop Client (Excel or Windows), the Home file opens automatically when a user starts the application. This file is displayed using the tab name Home, and it can be opened or closed using the Home check box in the Display group of the Axiom ribbon.

  • In the Web Client, a designated Home file can be shown when a user navigates to the Axiom Forms area.

One or more Home files may be provided to you as part of your Axiom Software implementation. There may be one default home file located in the \Axiom\Axiom System\StartUp\Home directory, or there may be one or multiple home files located in the Reports Library and assigned via Security.

Using the default Home file in the Startup folders

By default, the system file Home.xlsx is opened on startup for all users. This file can be customized for your system as desired. You can also optionally use different Home files on a per client basis.

The default Home file is located in the \Axiom\Axiom System\Startup\Home folder. It is used as follows:

Folder Description

\Startup\Home

The Home file in this folder is opened when the system is launched, if:

  • The user does not have a specified Home Page in Security.
  • The applicable client-specific Home folder is empty.

\Startup\Home\Web Client

The Home file in this folder is opened when the system is launched, if:

  • The user does not have a specified Home Page in Security.
  • The Web Client is being used.

This folder does not contain a file by default. If you want to use a Web Client-specific Home file, you must copy or import a file to this location. Any file saved to this location must be form-enabled, or else it will be ignored. The file will automatically open as a form in the Web Client environment.

\Startup\Home\Excel Client

The Home file in this folder is opened when the system is launched, if:

  • The user does not have a specified Home Page in Security.
  • The Excel Client is being used.

This folder does not contain a file by default. If you want to use an Excel Client-specific Home file, you must copy or import a file to this location.

\Startup\Home\Windows Client

The Home file in this folder is opened when the system is launched, if:

  • The user does not have a specified Home Page in Security.
  • The Windows Client is being used.

This folder does not contain a file by default. If you want to use a Windows Client-specific Home file, you must copy or import a file to this location.

NOTES:  

  • Only one file can be used as the Home file in each of the \Startup\Home folders. If any of the Home folders contain multiple files, the file with the smallest document ID is used.

  • If you want to use a form-enabled Home file in the Desktop Client, you must assign the file via Security. If you place a form-enabled file in the \Startup\Home folders, it will be opened as a spreadsheet file instead of as a form. (The exception to this is the Web Client folder, where the file must be form-enabled and only opens as a form.)

Assigning alternate Home files in Security

If desired, you can assign alternate Home files on a per user or role basis. This setting is called Home Page and it is defined on the Startup tab of Security Management. If a user is assigned an alternate home page, this file replaces the default Home file for that user.

For more information on assigning an alternate home file in Security, see Assigning startup files (Startup tab).