Working with Personalizations

Infor Smart Office personalizations are controlled at three levels:

• Global personalizations are done in the S3Client.xml settings file. A global personalization applies to all users. You can use values in this file to enable or disable features for all users. The EnableCustomization value controls user access to the Bookmarks and Personalization menus. See S3 Client.

• Role-based personalizations are created in the Role Manager. If a feature is enabled in the S3Client.xml settings file, you can create a role to enable or disable it. The role can then be assigned to groups of users. Within the Role Manager, you can further define access to form-based personalization.

  • Central: If this setting is used for a role, users will not see personalizations options. Global- or role-level personalization will be applied.

  • User: The user has access to the Bookmarks menu and can make personalizations.

  • None: This option means that no changes can be applied to a form. The user sees forms as delivered by Lawson.

  See Administering Lawson User Roles in Infor Smart Office and Creating Lawson custom roles using Role Manager.

• User personalizations are set by individual users. The personalizations that users can access are determined by global and role-based settings.

The following table lists personalization features, and where in Infor Smart Office they can be set.

Feature	Global (S3Client.xml setting)	Role (Role Manager)	User Settings
Allow user access to Bookmark menu	AllowUserBookmarks	Role Manager>General tab	N/A
Allow user access to the Personalizations menu	AllowUserPersonalization	Role Manager>General tab	N/A
Permits a smaller network packet to be sent to the Lawson Enterprise Applications	CompactTransaction	Role Manager>General tab	N/A
Use field advance on data entry	UseFieldAdvance	N/A	Tools>User Settings>Applications tab
Advance on History/Data value scroll	AdvanceOnScroll	N/A	Tools>User Settings>Applications tab
Advance after 6 digits in date field.	AdvanceOnShortDate	N/A	Tools>User Settings>Applications tab
Save history of key field selection	SaveKeyFieldHistory	N/A	Tools>User Settings>Applications tab
Use field help	UseFieldHelp	N/A	Tools>User Settings>Applications tab
Use list to access application forms	UseListDriven	N/A	Tools>User Settings>Applications tab
Expand detail area tab regions	ShowDetailTabRegion	N/A	Tools>User Settings>Applications tab
Tab key skips tab region when visible	SkipDetailTabRegion	N/A	Tools>User Settings>Applications tab
Show job related print files in toolbox	ShowPrintFiles	N/A	Tools>User Settings>Jobs and Reports tab
Date and time sort as one column in Job list	N/A	N/A	Tools>User Settings>Jobs and Reports tab
Value separator	N/A	Role Manager>General tab	Tools>User Settings>Jobs and Reports tab
Default printer	N/A	Role Manager>General tab	Tools>User Settings>Jobs and Reports tab
Display Data Area in window title	DisplayDataArea	N/A	Tools>User Settings>Advanced tab
Data area	N/A	Role Manager>General tab	Tools>User Settings>Advanced tab
Locale (for Lawson Enterprise Applications)	N/A	Role Manager>General tab	Tools>User Settings>Advanced tab