Roster Engine

The Roster Types that are set to active on this page will be available in the Roster drop-down list on the Routings tab of the Form Type Table.

Navigation: Main Menu > Manage GT eForms 3.x > GT Functional Setup > eForm Parts Gallery > Roster Type Table

Roster Type Setup

	Field	Value/Use
1	(Add and Remove buttons)	The plus button will add a new entry. The minus button will remove the entry.
2	Roster Type	Two letter unique identifier
3	Active Flag	Active when checked
4	Description	Description for this roster type
5	Short Description	Short description
6	Edit Table	Select the table used to define values for roster type
7	Root Package ID	Select the package ID
8	Qualified Package/Class Path	Enter path
9	Application Class ID	Enter class ID

Roster Groups

The Roster Types that are set to active on this page will be available in the roster drop-down list on the form type table routings tab.

Navigation: Main Menu > Manage GT eForms 3.x > Form Setup > Form Type Table > Routings tab > Roster Lookup icon

Alt Navigation: Main Menu > Manage GT eForms 3.x > GT Functional Setup > eForm Parts Gallery > Roster Groups

Roster Groups Main Setup

Define Roster Groups

	Field	Value/Use
1	Open Roster Group	Link to select an existing roster group. Allows users to make edits or a copy of group
2	Remember Me	Define the name that should be used when saving this group. Note: this must be a unique name or an error will appear.
3	Clear	Clears the data on the page
4	Delete	Deletes the roster group from the database
5	(Roster Lookup)	Opens the Roster Lookup page. See details below.
6		Select the operator for the user roster that follows. 'Add' will add the user list to the list of users above. 'Intersect' will only include the users on the list above and those in the selected user list. 'Subtract' will remove the users in this list from the list above.

Roster Lookup

Use the roster lookup to build pieces of the roster group. Select roster type and user roster in the window below

Define Roster Groups - Roster Lookup
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	Field	Value/Use
1	Roster Type	List of active roster types from the Roster Type Table
2	User Roster	Select the User Roster

Defined Rosters

Most Rosters can be set up in Form Configuration via the Form Configuration link. However, there is an option to add complex filters that pass in binds from the form (or system) to help limit the list of users in the roster for that specific form or step. This page is used to configure Rosters that require binds.

Navigation: Main Menu > Manage GT eForms 3.x > GT Functional Setup > eForms Parts Gallery > Defined Roster Setup

Advanced Search

The search defaults to Advanced Search. To change to basic search, click Basic Search

	Field	Value/Use
1	Filter	Name for this filter. When creating a new filter use a name that easily distinguishes what is the purpose of the filter.
2	Filter Type	Select from PeopleCode, Query, or SQL object.
3	Workflow Context	Select the workflow context for this filter from the list of developed contexts

Basic Search

Basic Search using one of the below fields. To change to the advanced search, click Advanced Search.

	Field	Value/Use
1	Search by	Select from Filter, Filter Type, or Workflow Context. See the above Advanced Search section for details on each of these fields.

Add a New Value

Add a new value to create a new defined roster

	Field	Value/Use
1	Filter	Name for this filter. When creating a new filter use a name that easily distinguishes what is the purpose of the filter.

Defined Roster Table - PeopleCode (defined roster)

Defined Rosters - PeopleCode

	Field	Value/Use
1	Defined Roster	The description should be easy for the functional user to identify
2	Roster Type	PeopleCode
3	Root Package ID	Select the Root Package ID
4	Qualified Package/Class Path	Select the Path
5	Application Class ID	Enter the Class ID
6	Bind Values – Param Name	Parameters for the workflow filter can be further defined by a bind variable that can be a predefined snippet or defined here.
7	Bind Values – Constant/SmartSource	Defaults to Constant. For a SmartSource, click the Constant button once to define the parameter as a SmartSource.
8	Bind Values – Constant Value/Param Value	Enter a constant or use the lookup to select a SmartSource for the given parameter
9	Add a Row	Adds a row to add an additional bind value
10	Delete a Row	Deletes a row to remove a bind value

Defined Roster Table –Query

Defined Rosters – Query

	Field	Value/Use
1	Defined Roster	The description should be easy for the functional user to identify
2	Roster Type	Query
3	Query Name	Select the query name
4	Bind Values – Param Name	Defaults based upon the prompts defined in the query.
5	Bind Values – Constant/SmartSource	Defaults to Constant. For a SmartSource, click the Constant button once to define the parameter as a SmartSource.
6	Bind Values – Constant Value/Param Value	Enter a constant or use the lookup to select a SmartSource for the given parameter

Defined Roster Table – SQL Object

Defined Rosters – SQL Object

	Field	Value/Use
1	Defined Roster	The description should be easy for the functional user to identify
2	Roster Type	SQL Object
3	SQL Object Identifier	Select the SQL Object Identifier
4	Binds Values – Bind Number	Auto-numbers based on the number of rows on the page
5	Bind Values – Constant/SmartSource	Defaults to Constant. For a SmartSource, click the Constant button once to define the parameter as a SmartSource.
6	Bind Values – Constant Value/Param Value	Enter a constant or use the lookup to select a SmartSource for the given parameter
7	Add a Row	Adds a row to add an additional bind value
8	Delete a Row	Deletes a row to remove a bind value