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Application Configuration
Role-based templates for the web client
Editing the role-based templates
Removing captions
Removing captions
To remove the
Free Text
field, click the
X
icon that is beside the caption.
Side TOC
Side TOC
Application Configuration
About This Guide
Overview
Configuration files
Log files
File attachments
Integrating Infor Document Management with Optiva
Embedded images
External email notification
Labs
Security for users, codes, locked objects
Items in formulas
Default records
Rules for creating objects
Symbols to extend objects
Change History
References, Views, Results, Lookups
Queries and tokens
Quick Search
Search <Object> pages in the web client
Parameters
Global Calculation
Localization
Equations and calculations
Units of measure
Context information
Enumerated lists
Advanced security options
Sets
Classifying objects into groups
Profiles
Data filters
Set templates
Role-based templates for the web client
User access to role templates
Editing the role-based templates
Creating an Extension Tables tab
Deleting an Extension Tables tab
Exporting and Importing Tab Labels for Languages
Adding and deleting extension fields
Rearranging fields
Adding captions
Removing captions
Specifying fields as read only
Hiding tabs
Marking tabs as read only
Rearranging the sequence of tabs
Specifying form controls for function codes
Assigning tree references
Role templates and other filters
Interaction with filters
List of forms for Form Security
List of forms for Object Security
Infor Ming.le
Extension tables
Company data
Layouts for grids and tables
Menus and labels
Custom buttons
Reports
XML Import of data to Optiva
XML Export of Optiva data
Using the Configuration Transporter
Extending and altering objects
Phrases
Message codes
Shop calendars
European General Data Protection Regulation (GDPR)
Optiva codes
Special characters
Standardization between sites
Profile attributes
Date formats
Obtaining the IDM ION API user credentials for Optiva
Configuring the Authorization Server for IDM Authentication
Glossary