AX1318

Assigning home pages

You can optionally assign home pages on a user or role basis. If a home page is specified in Security, this file will be used instead of the default files in the Startup folders. You can use any Axiom report (including web reports and Axiom forms), or any normal Excel file stored in the Reports Library.

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 a 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.

Home page priority order

When a user logs into an Axiom 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, and so on.

Desktop Client (Excel and Windows)

  1. Security-assigned home page at the user level

  2. Security-assigned home page for a role the user belongs to (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).

  3. Security-assigned home page for the Everyone role

    Axiom first cycles through items 1-3 looking for a Desktop Client Home Page assignment. If no assignment is found, Axiom cycles through items 1-3 again, this time looking for a Home Page assignment. If no security home page is found, Axiom continues to the next item.

  4. Default home page in the Axiom System directory
    • In the Windows Client, Axiom checks \Startup\Home\Windows Client first, then moves on to \Startup\Home.
    • In the Desktop Client, Axiom checks \Startup\Home\Excel Client first, then moves on to \Startup\Home.

If no valid home pages are found for the Desktop Client, a blank spreadsheet is used.

Web Client

  1. Product-assigned home page

    This item only applies in systems with installed products. If a product area in the Web Client has a designated home page, that home page takes precedence over all other home page assignments. When the user logs into the Web Client, they see the home page for their default product area.

  2. Security-assigned home page at the user level

  3. Security-assigned home page for a role the user belongs to (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).

  4. Security-assigned home page for the Everyone role

    For the Web Client, only the Home Page assignment is considered for items 1-3. The Desktop Client Home Page is ignored. The Home Page assignment must be a web-enabled file in order to be used as the Web Client home page. If no valid assignment is present in Security, Axiom continues to the next item.

  5. Default home page in the Axiom System directory

    In the Web Client, Axiom checks \Startup\Home\Web Client for a web-enabled file, and uses that file as the home page if present. The \Startup\Home directory is ignored in this case, even if the file in that directory is web-enabled. If no valid home page is present in the Axiom System directory, Axiom continues to the next item.

  6. Default Web Client home page provided by Axiom

    This page displays the user's notifications and web favorites. This built-in page is only used as the home page if no other home page assignment is found. For more information, see Home page.

See also