AX1321

Assigning other startup documents

You can assign other documents to open automatically when a user logs into the Axiom Desktop Client General term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop.. These documents are opened in addition to the home file. You can select any Axiom report (including web reports and Axiom forms) or any normal Excel file stored in the Reports Library.

There is no limit on the number of files that can be opened at startup, however, many files or large files may slow performance and cause delays starting Axiom.

If a document is assigned to open on startup, then it will always open on startup as read-only, regardless of the user's file permissions for that document. The user does not need to have permission to access the file otherwise.

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

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

If a single document is listed in more than one place, it is only opened once, the first time it is listed. Note that the home page is always the first document opened.

To assign other startup documents to a user or role:

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

    The Shortcut Properties dialog opens.

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

  3. Once the document 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 the file name.

    If the file is an Axiom form or a web report, then this tab name is only used when launching the Windows Client, and causes the file to open within the application instead of the browser.
    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: The target file must be refreshed in order for the filter to be applied to the data. One or both of the following settings should be enabled in the file:

    • Refresh all Axiom functions on open (if the file uses functions to return data instead of an Axiom query)
    • Refresh data on file open (for the applicable Axiom queries)

    This option only applies to Axiom spreadsheet reports and Axiom forms.
    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. You may want to enable this option if users do not otherwise have access to the file. In this case, if the user closes the file, they will have no way to reopen it (other than to exit the system and then log in again). Preventing users from closing the file ensures that it will always be available.

    You would only do this if the file is something that users need to see throughout their session. If the file is simply informational and users don't need to see it again once they have viewed it, then you probably want to let users close the file.

    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 Other Documents box.

You can repeat this process for as many additional documents that you want to assign to the user or role.

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

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

NOTE: When a user launches the Excel Client, any web-enabled startup documents other than the Home file will be opened in the browser instead of within the Excel Client. In the Windows Client, if you define an Axiom Tab Name for the web-enabled document, it will open within the application instead within the browser.