Use this screen to activate a series of interface instances as part of a Costpoint process.
After entering your preferences, click to start the activation process.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.
Enter, or click to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Use the fields in this group box to specify the interface instances you want to include in this process.
This field displays One to indicate that you can only enter one instance group. Use the field on the right to enter an instance group name for this process.
This field displays One to indicate that you can only enter one interface instance. Use the field on the right to enter, or use to select the integration interface you want to use.
Use this drop-down list box to select the desired range of instances you want to include in this process. The following options are available:
All — Select this option to include all available records. The Start and End fields are disabled for this option.
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Select this check box to include multiple instance ranges. You must then specify the instances you want to include in this process using the Non-Contiguous Interface Instances subtask. When you select this check box, Costpoint automatically sets the Instance drop-down list box to All.
Use this group box to specify additional options for this process.
Use this group box to specify instance status options.
Select this option to activate all instances included in the group.
Subtask |
Description |
Non-Contiguous Interface Instances |
Click this link to open the Non-Contiguous Interface Instances subtask and specify multiple interface instance ranges you want to include on this process. |