AX1318

Assign 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. A user does not need to be granted permissions to the file to open it upon startup.

To assign a home page to a user or role:

  1. On the Startup tab of the Security Management page, 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, the assignment is 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 page 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, and then click OK.

  3. After you select the file, 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. After opening the file, users can clear the filter using the Quick Filter option on the ribbon.

    NOTE: You must configure queries in the target file to refresh upon opening 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 a user can close the file after it has been opened.

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

    You might enable this option if you have defined a custom ribbon tab for users that does not contain Show Home. This ensures that users 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 delete .

Home page priority order

When a user logs in to an Axiom Platform client, their home page is determined using the following priority order. If the first item on the list is defined, 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 Platform first cycles through items 1-3 looking for a Desktop client Home page assignment. If no assignment is found, Axiom Platform cycles through items 1-3 again, this time looking for a Home page assignment. If no security home page is found, Axiom Platform proceeds to the next item.

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

If no valid home pages appear 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 a user logs in to 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 to be used as the Web client Home page. If no valid assignment appears in Security, Axiom Platform proceeds to the next item.

  5. Default home page in the Axiom System directory.

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

  6. Default Web client home page provided by Axiom Platform.

    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 appears. For more information, see Home page.

See also