AX1318

Assigning alternate home pages

You can optionally assign alternate files to be used as the home page for a user or role. If specified, this file will be used instead of the default home file. You can select any Axiom report (including web reports and Axiom forms) or any normal Excel file stored in the Reports Library. You can also specify a web page URL which will open as a tab within Axiom Software.

You can assign each user or role a "global" home page to be used in all clients. You can also override this assignment to show a different home page in the Desktop Client (Excel Client or Windows Client).

The home page is always opened as read-only. The user does not need to be granted permissions to the file in order to open it on startup.

To assign an alternate home page to a user or role:

  1. On the Startup tab of the Security Management dialog, click the [...] button to the right of either of the following fields:

    Item Description

    Home Page

    This "global" home page is used in all clients, unless a Desktop Client Home Page is also specified.

    If you want this home page to display in the Web Client, the selected file must be web-enabled (either an Axiom form or a web report). If the file is not web-enabled, then the assignment will be ignored for purposes of the Web Client.

    Desktop Client Home Page

    This home page is used in the Desktop Client only (Windows Client or Excel Client), overriding the Home Page assignment.

    The Shortcut Properties dialog opens so that you can select a file.

  2. To specify the file, click the [...] button to the right of the Shortcut Target box. In the Choose Document dialog, select the desired file from the Reports Library, then click OK.

  3. Once the file has been selected, specify any of the following optional Shortcut Parameters:

    Item Description

    Axiom Tab Name

    An alternate name to display on the file tab. By default, the tab name is "Home".

    Quick Filter

    A Quick Filter to apply to the file. The Quick Filter must be a valid filter criteria statement. Once the file is opened, users can clear the filter using the Quick Filter option on the ribbon.

    NOTE: Queries in the target file must be configured to refresh on open, in order for the filter to be applied to the data when the file is opened.

    This option does not apply to web reports.

    Non-closeable

    Specifies whether the user can close the file once it has been opened.

    By default, this is not enabled, which means the file is closeable. If a user closes the home page, they can reopen it using the Show Home button on the default Axiom ribbon tab.

    You might enable this option if you have defined a custom ribbon tab for end users that does not contain the Show Home button. This ensures that users will always have access to the home page by preventing them from closing it.

    View As Form

    Select this option to open the report as an Axiom form. This option only applies if the report is form-enabled.

  4. Click OK.

    The selected file displays in the Home Page box.

You can change the home page assignment at any time, or remove the assignment by clicking the delete button.

NOTE: If the specified Home file is a web report or an Axiom form (with View As Form enabled), then the file will also display as the user's home page in the Web Client. When the user logs into the Web Client, the designated home page displays instead of the launch page.

Home page priority order

When a user logs into an Axiom Software client, their home page is determined using the following priority order. If the first item on the list is defined, then that file is used, otherwise the next item on the list is used:

  1. Alternate home page defined for the user

  2. Alternate home page defined for a role (excluding the Everyone role)

    NOTE: If a user belongs to multiple roles, and more than one role has an assigned home page, the home page of the "first" role is used (determined alphabetically by role name). You can work around this by specifying a home page for the user, or by ensuring that only one of the assigned roles has a home page.

  3. Alternate home page defined for the Everyone role
  4. Default home page in the Axiom System directory

For the Desktop Client, Axiom Software first cycles through items 1-3 looking for a Desktop Client Home Page assignment. If no assignment is found, it then cycles through items 1-3 again looking for a Home Page assignment before moving on to item 4.

For the Web Client, Axiom Software cycles through items 1-3 looking for a Home Page assignment. If no assignment is found, or if the assigned file is not web-enabled, it moves on to item 4. If no eligible web-enabled file is found in the Axiom System directory, the launch page is shown instead of a home page.

Using a web page URL as the home page

You can optionally specify a web page URL to use as the Axiom Software home page, instead of a file. To specify a web page, enter the URL into the Shortcut Target box instead of browsing to a file. The full URL must be used—for example, enter http://www.axiomepm.com, not www.axiomepm.com.

If the web site URL uses additional parameters (appended to the URL with a question mark), those parameters must be entered into the Additional Query String Values section of the shortcut properties. Click the plus icon to add a name / value pair, and then enter the parameter name in the first box and its value in the second box. You cannot enter the URL with the parameters already appended, because Axiom Software has its own set of optional parameters to control the tab behavior. The parameters must be separated out so that Axiom Software can construct the necessary URL syntax to both open the tab and launch the URL.

If a web page is specified as the home page, then the web page will open within the Axiom Software application using the Home tab (unless an alternate tab name is specified).

NOTE: If you choose to use a web page URL as the home page, keep in mind that Axiom Software has no control over the behavior or content of the outside web site.

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