Add functionality

When adding a functionality, you link the required elements using a wizard.

Because you use the wizard to add elements to functionality, it is easy to select the right parts and you won't easily forget a page or tab. In addition to the completely new functionality, you can copy existing functionality (together with the associated parts) and then change it.

Contents

New functionality based on existing

You cannot apply tab authorisation to any of the default functionality supplied. However, if you do require it, copy the existing functionality and link it to the authorisation role.

To add functionality based on existing functionality:

In this example, you create the functionality View HR Administrator. Using this functionality, a user with the authorisation role Beheerder HRM can see but not change the details of the employees of the Administration department. Based on the authorisation role, we have already specified that Leave and Absence is added.

  1. Go to: General / In & OutSite / Configuration / Functionality.
  2. Click on: New.
  3. Select Based on existing functionality.
  4. Select the functionality MSS/Change salary account.
  5. Click on: Next.
  6. Enter the description View HR administrator
  7. Click on: Finish.

    The properties screen of the functionality opens automatically.

  8. Go to the tab: Pages.
  9. Select the Medewerker rekeningwijziging (MSS) page.
  10. Click on: Delete.
  11. Click on Yes in the message.
  12. Click on: OK.
  13. Go to: General / In & OutSite / Configuration / Authorisation role.
  14. Open the properties of the authorisation role. Beheerder HRM.
  15. Go to the tab: Functionality.
  16. Click on: New.
  17. Select the check box for the MSS/Salarisrekening tonen functionality.
  18. Click on: Finish.

    The pages that the HR administrator may view are added.

  19. Click on: OK.
Add a new, empty functionality

To add new (empty) functionality:

  1. Go to: General / In & OutSite / Configuration / Functionality.
  2. Click on: New.
  3. Select the Based on empty functionality field.
  4. Click on: Next.
  5. Enter the description.
  6. Select a value for Authorisation level.

    You can use the authorisation level to determine who can access the functionality. Either only users that are logged on, all users (including anonymous users) or you can determine the authorisation on the basis of an authorisation role.

  7. If required, enter a comment.
  8. Click on: Finish.

    You now automatically open the properties of the functionality.

  9. Go to the tab: Page parts.
  10. Select an item from the list and indicate the authorisation level required for the selected functionality.

    Repeat this for all parts you want to authorise for this functionality. Here you are authorising the web parts of a page. For example, you can authorise an employee to maintain his/her personal details via InSite.

  11. Click on: OK.
  12. Click on: OK.

Directly to

  1. Functionality
  2. Add functionality
  3. Template for functionality
  4. Adjust functionality
  5. Delete functionality