Personalizations

If your organization allows personalizations, you can personalize lists and homepages for your use. Personalizations are changes that you make to a delivered object, such as a list, that makes it easier for you to work with. This topic provides examples of the types of personalizations you can make.

Not all personalizations described in this section are available to all users and not all users' screens are displayed the same as they do here. Your system administrator provides access to personalizations, which includes access to menu items.

The personalizations described here can be viewed and used only by the person who made them. Administrators can make changes to delivered objects that other users can access.
Caution: 
In some cases, you are working with live data when you personalize and are able to, for example, add and delete data from lists. Take care when working with personalizations to alter system data only if you intend to do so.

These are examples of changes that can be made. The options that are available for personalization vary depending on the object that you are attempting to personalize.

Example Description
Show or hide the filter row in a list. Use the Grid Settings menu on the list.
Show or hide columns in a list. Use Column personalization on the Grid Settings menu on the list.
Add, remove, or reorganize the columns in a list or report. Select Options > Personalize and use the List Editor.
Modify a list to automatically filter and show only records that meet certain criteria. Select Options > Personalize and use the List Editor.
Create your own personalized version of a web application homepage. Use Infor Ming.le or Infor OS Portal Homepages.

SeeInfor Ming.le or Infor OS Portal Help.

Use available widgets to create custom web pages that are not specific to a particular application. Use Infor Ming.le or Infor OS Portal Homepages.

See Infor Ming.le or Infor OS Portal Help.