The Contexts window determines what information the user can view, enter, and change based on the Application, Legislation, and Responsibility.

A predefined global Context contains the default attribution that appear on the forms. When you create a new Context, these attributes serve as a basis for selecting which attributes to include as display, change, and criteria attributes.

The predefined global Context does not specify values for Application, Legislation, or Responsibility. You can restrict who can process mass actions by specifying these attributes. The system always applies the most defined Context, so as soon as you define these fields, the system applies the new Context instead of the global one.

You define a new context in the Contexts window.

   To define a Context:

1. Choose New from the File menu.

2. In the Context field, enter a name.

3. In the Transaction Name field, choose the Transaction Category to affect.

4. In the Application field, select an application.

5. Optionally, choose one or more of the following fields to restrict a user's ability to view and change data:

   • In the Legislation field, select a Legislation

   • In the Responsibility field, select a Responsibility

6. Choose the Find Attributes button.

   The system displays the attributes from the global Context window on the Display and Change List tabbed regions.

7. Choose the Display tab and select those items to display on the Columns portion of the transaction template.

8. Choose the Change List tab and select those items to display for the Change List values.

9. Choose the Criteria tab and select the items you want to have appear on the Other Criteria list of values in Selection Criteria block on the Original tab.

10. Choose the Compile button to save your work and compile the flexfield definitions.

11. Save your work.