AX1319

Assign startup task panes

You can assign one or more custom task panes to display automatically when a user logs into the system. Typically, these settings are defined at the role level rather than at the user level—either on the Everyone role to display for all users, or on your organization's defined roles.

Users do not need to have file permissions to access the task panes that are designated to open on startup. Because of this, in most cases you should use the Non-Closeable option to specify that the task pane cannot be closed. This will ensure that the task pane is always available to the user. Otherwise, the user could close the task pane and then have no way to open it again, because they do not have access to the file itself.

Users inherit any task panes defined for roles that they are assigned to, in addition to their own assigned task panes. Task panes are opened in the following order:

  • Task panes defined for the Everyone role, in the order specified on the Everyone role
  • Task panes defined for roles (multiple roles sorted in alphabetical order), in the order specified for the role
  • Task panes defined for the user, in the order specified for the user

If a single task pane is listed in more than one place, it is only opened once, the first time it is listed.

NOTES:  

  • The startup task pane settings do not control the display of system-controlled task panes such as the Sheet Assistant or File Processing. These task panes display dynamically when they are relevant to the current context, if the user has the appropriate rights.

  • By default, the Everyone role is configured to open the following built-in task panes on startup: Explorer and Process. These task panes are not system-controlled; if desired you can change their security settings or remove the task panes entirely. For more information, see Built-in task panes and ribbon tabs.

To assign startup task panes to a user or role:

  1. On the Startup tab of the Security Management dialog, click the plus button at the top of the Task Panes box.

    The Shortcut Properties dialog opens.

  2. To specify the task pane, click the ... button to the right of the Shortcut Target box. In the Choose Document dialog, select the desired task pane from the Task Panes Library and then click OK.

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

    Item Description

    Axiom Tab Name

    		 Define an alternate tab name for the task pane (by default, the tab name is the file name).

    Non-closeable

    Select this option to prevent the user from closing the task pane.

    This option should be selected for startup task panes if users do not otherwise have access to the task pane. Most end users are not granted access to the Task Panes Library and therefore they only see task panes that are configured to open on startup. In this case, if the user closes the task pane, they will have no way to reopen it (other than to exit the system and then log in again). Preventing users from closing the task pane ensures that it will always be available.

  4. Click OK. The selected file displays in the Task Panes box.

You can repeat this process for as many custom task panes that you want to assign to the user or role.

Once one or more task panes have been assigned, you can modify the assignments as follows:

  • To adjust the order of multiple assigned task panes, select the task pane that you want to move and then use the arrow buttons to move it up or down.
  • To delete an assigned task pane, select the task pane in the list and then click the Delete button.
  • To edit the shortcut parameters of an assigned task pane, double-click the task pane in the list to reopen the Shortcut Properties dialog.