Editing an existing data view

Perform this procedure to edit a personalization (data view) that has already been created either by yourself of a user.

Note: You can create a new data view from an existing one. You might do this, for example, if an existing data view has most but not all the customizations you need. Open the existing personalization and then use the Save As option to save it under a new name. Then open the newly created data view to make the rest of the customizations you need.
  1. From the Forms tab with the source (file that you want to edit) selected, click Edit.
  2. Select a data view for editing. The selected data view opens in Capture mode which shows the form grayed-out.
  3. Right-click anywhere in the Capture node dialog box to open a list of available personalizations.

    Make the needed edits. Instructions for how to make specific personalizations (change properties, edit labels, etc.) are in Infor Smart Office help for end-users.

  4. Click Save.