Personalizing

These options are used to modify the look, feel, and flow of an application. Users must be granted permissions to access these features.

You can use the Mongoose framework to personalize the application in these ways:

  • Enable configurations for the automotive, printing and packaging, molding and forming, and processing industries.
  • Use My Folder to create a custom list of forms.
  • Set the number of rows to be retrieved by a query or a list.
  • Resize all forms, and decide if your user preferences are automatically saved.
  • Show or hide the menu bar, diagnostics, tool bar and status bar.
  • Show or hide each column, and change its sequence.
  • Drag columns on workbench forms to change the sequence.

There is no impact to other tenants with regard to functionality, stability and performance. User personalizations do not impact upgrades to new application release. However, the personalizations might be impacted by the upgrade, for example, when screens have been redesigned. There are no activities required by the Infor Cloud team to upgrade User Personalizations. All data associated with user personalizations are retained during an upgrade.

Customer administrators can use the Mongoose framework to personalize the application in these ways:

  • Change the default values, layout, visibility, enabled, mandatory state, label text (including translations), colors of fields on screens at a user, group, or site level.
  • Create named, reusable filters for use in common queries, and change the default filtering for screens.
  • Extend the client side and server side logic of the application, typically without writing code, although you can also add code used in client and server processing.
  • Add new fields, or add entire new tables, IDOs, and screens.
  • Embed HTML5 controls in the screens, and embed screens you create in on-premise web pages.

There is no impact to other tenants with regard functionality, stability and performance. Customer administration personalizations does not impact upgrade to new application release. However, the personalizations might be impacted by the upgrade, for example, when screens have been redesigned. To minimize risk of conflicting customer administration personalizations, best practices have been defined by Infor Development. There are no activities required by the Infor Cloud team to upgrade customer administration personalizations. All data associated with customer administration personalizations are included in the upgrade.