Profile Options are common to all of our tools. To find the profile options applicable for this Wizard, navigate to System Profile and enter More% CW% (note the space before CW) as shown in the screenshot below, and click the ‘Find’ button.
The profile option applicable for this Wizard will show on the ‘System Profile Values’ form as shown below:
Many profile options can be set at the Site, Application, Responsibility or User level. Modify your search in the ‘Find System Profile Options’ form to set options at the appropriate level.
Profile Options are installed when you log into an instance (from the Wizard) for the first time. If a profile option is not available then you will need to reinstall your profile options. To do this refer to the Reinstall Profile Options available in the Common User Topics documentation.
Common Profile Options
The following profile options are created for each of our products:
• More4Apps: CW Allow MS-Word autocorrect characters - This profile can be set to prevent MS-Word AutoCorrect characters (which are non-ASCII) from being loaded. If these are loaded it can cause data corruption.
• More4Apps: CW Allowed version - This profile option is similar to “More4Apps: CW Minimum version” but is more restrictive. It will stop any version other than the listed version from operating.
• More4Apps: CW Automatically Assign User - If this is set to ‘Yes’ new users will be automatically assigned up to the maximum allowed by the licence key.
• More4Apps: CW Banned - If this profile option is set to ‘Yes’ the Wizard will not operate. This can be set at the site, responsibility or user level.
• More4Apps: CW Custom Query Manager - This profile allows customers to nominate a user to manage download queries. This is useful if the user lacks sysadmin access and cannot be granted sysadmin. The profile is set up at the user level.
• More4Apps: CW Latest version used - This profile option is for internal use only. It records the highest version number used.
• More4Apps: CW Limit to preset Application ID - Set this profile to ‘Yes’ to limit the selection of user responsibilities to those assigned to the same application as the Wizard or set to ‘No’ or leave blank to display all responsibilities assigned to the user.
• More4Apps: CW Minimum version - This profile option allows you to record the minimum spreadsheet version number allowed. If the version number of the spreadsheet being used is less than the recorded value then the Wizard will not operate.
• More4Apps: CW Nominated Sysadmin for user maintenance - This profile can be set to allow a nominated Oracle username which doesn't have System Administrator profile value access to maintain users for this product. Other users that do have System Administrator profile access can still maintain product users if this profile is set to a different person.
Note – This profile option is only available for clients with Wizard versions containing ‘Common Modules’ version 204 and greater.
• More4Apps: CW Suppress Custom Query Functionality - This functionality can be suppressed by setting the profile option to ‘Yes’ at the user, responsibility or site level. When this profile option is set (at the appropriate level) selection of any custom query icon will produce a message of ‘The custom query functionality has been disabled by your System Administrator. Please contact your System Administrator’.
• More4Apps: CW Template Manager - This profile allows customers to nominate a user to manage templates. This is useful if the user lacks sysadmin access and cannot be granted sysadmin. The profile is set up at the user level. To enable sysadmin access for templating select ‘Yes’ for the current user.
• More4Apps: CW Unicode Encoding Option - This profile determines if character sets used by different applications are converted. By default, this is set to ‘Automatic’ and should not be changed unless advised by More4apps Support.
• More4Apps: CW Validate Only - This profile can be set to ‘Yes’ to allow the customer to setup Validate Only for the user.
Product Specific Profile Options
The following profile options are specific to Customer Wizard:
• More4Apps: CW Allow Duplicate Party - Under normal circumstances the Wizard will not allow the creation of customers with the same Party Name and/or Account Name. This option allows you to override this by selecting ‘Yes’.
• More4Apps: CW Allowed to Create - This option allows you to prevent a user from having the ability to create customer and/or site details using the Wizard. A null or ‘Yes’ value will enable the create function using the Wizard. Set this to ‘No’ to disable the create function using the Wizard.
• More4Apps: CW Enable Business Events – By default, Business Events are disabled during upload. Change this profile option to ‘Yes’ to enable Business Events related to the creating and updating of customer accounts.
• More4Apps: CW Enable Extension Pkg - The profile is turned off by default. When set to ‘Yes’ it allows the customer to utilize the extension package.
• More4Apps: CW Override Upload Security - This profile is set at the responsibility and has an LOV with the values ‘Yes, No’. Selecting a value of ‘Yes’ will mean the Wizard skips the responsibility form function check.
• More4Apps: CW Restrict Banks mode - This profile option suppresses the named mode stated in the profile name. When set to 'Yes' the user will not have access to use the particular mode. When set to 'No' or left blank the user will have access to the named mode. Note that this profile does not override function accessibility. By default, this profile is set to be blank.
• More4Apps: CW Restrict Customer mode - This profile option suppresses the named mode stated in the profile name. When set to 'Yes' the user will not have access to use the particular mode. When set to 'No' or left blank the user will have access to the named mode. Note that this profile does not override function accessibility. By default, this profile is set to be blank.
• More4Apps: CW Restrict Party mode - This profile option suppresses the named mode stated in the profile name. When set to 'Yes' the user will not have access to use the particular mode. When set to 'No' or left blank the user will have access to the named mode. Note that this profile does not override function accessibility. By default, this profile is set to be blank.
• More4Apps: CW Restrict to Modes only –
If Restrict to Modes only is set to Yes
- Users CANNOT select predefined Templates.
- Users MUST select a Wizard mode and the worksheet will be based on the default More4Apps layout for that mode.
If Restrict to Modes only is set to No
- Users CAN select from the available Wizard modes where the worksheet will be based on the default More4apps layout for that mode.
- Users can OPTIONALLY select their own predefined templates. You need System Administrator access to create templates.
- Users can OPTIONALLY select a predefined templates created by other Users, provided they are assigned to the same Responsibility being used.
• More4Apps: CW Restrict to templates only –
If Restrict to templates only is set to Yes
- Users CANNOT select Wizard modes, as templates associated to modes must be used.
- Users MUST select a predefined template from their database.
If Restrict to templates only is set to No
- Users CAN select from the available Wizard modes where the worksheet will be based on the default More4apps layout for that mode.
- Users can OPTIONALLY select their own predefined templates. You need System Administrator access to create templates.
- Users can OPTIONALLY select a predefined templates created by other Users, provided they are assigned to the same Responsibility being used.
