About customizations
About customizations
Customizations can affect any or all of these areas of the client tier:
- : Authorized users can add, copy, or alter forms. They can also add, delete, recaption, hide, move, or otherwise alter components on a form.
- : Global objects include themes, image files, strings, variables, shortcut menus, validators, scripts, component classes, and property class extensions. These global objects can be used by more than one form or component. Authorized users can add, delete, change, or associate global objects with different forms or components.
- : Authorized users can customize Public folders. All users can customize the folders in My Folders. An application can also have customized versions of folders in the Master Explorer.
Customized versions
All customized versions are stored in the forms database. Forms and global objects can be customized for one user ( level), for a group of users ( level), or for all users ( level). As a result, the forms database can include more than one version of the same form or global object.
- The version of a form or global object is the version originally supplied by your vendor (usually either Infor or one of our business partners). It is unaffected by customizations.
- A version of a form or global object can be a customized version that all users at a particular site can access, unless it is superseded by a or version. Only a user with editing permissions can create a version.
- A version of a form or global object is a customized version that all users in a particular group of users can access, unless it is superseded by a version. Only a user with editing permissions can create a version.
- A version of a form or global object is a customized version that only one user can access—either the user who created it or a who created it for that user. Users with , , or editing permissions can create versions.
Basic and major customizations
"Basic" customizations are simple changes to forms and components that do not affect functionality. Users with editing permissions can make only these changes:
| Components | Forms |
|---|---|
| Captions Default Values Dimensions (size, position) Show or Hide Read Only/Disabled No Clear on New Default on Copy Upper or Lower Case |
Captions Dimensions (size)* Splitter settings* Grid column sequence* Grid column width* Grid column visibility* |
*These changes can be made by any end user, regardless of editing permissions, without the system having to save a full -scope version of the form. If you have set your User Preferences to prompt you to save form, splitter, and grid changes, Mongoose prompts you when closing the form after making such changes. Otherwise, the changes are saved without prompting.
You should be aware, too, that system administrators can override the ability to save run-time form changes like this with the Allow saving form runtime changes process default.
"Major" customizations are changes other than basic changes and that can affect functionality. Developers with or editing permissions can make basic changes as well as these more extensive, major, customizations.