Creating Lawson custom roles using Role Manager

Use this procedure to access the Role Manager and create, edit, or delete custom roles.

You must be an Infor Smart Office administrator to have access to the Role Manager. See Infor Smart Office administrative user.

  1. Open Infor Smart Office.
  2. Open Navigator and then select Infor Lawson > Lawson Administration > Lawson Role Manager or in the Search field, specify Role Manager and click the Start arrow.
  3. Select one of these options:

    • To create a new role, select New. Specify a name for the new role and click OK.

    • To edit an existing role, select the role and click Edit.

    • To copy a role, select the role and click Copy.

    • To delete a role, select the role and click Delete.

  4. Select options on the General tab:
    Option Description
    Allow Export To Excel If a Lawson application supports Export to Excel, it is available for selection on the Infor Smart Office Tools menu. You can allow users to use this feature or disable it. (If disabled, the option appears grayed-out on the user's menu.)
    Allow Export To Outlook If a Lawson application supports Export to Outlook, it is available for selection on the Infor Smart Office Tools menu. You can allow users to use this feature or disable it. (If disabled, the option appears grayed-out on the user's menu.)
    Allow Export To Word If a Lawson application supports Export to Word, it is available for selection on the Infor Smart Office Tools menu. You can allow users to use this feature or disable it. (If disabled, the option appears grayed-out on the user's menu.)
    Allow personal history If enabled, the user has a Personal History in User Settings for defining the transactions for which they want to store history.
    Allow personal hotkeys If enabled, users can access the Lawson Hotkey Manager for making custom hotkey assignments.
    Allow form definition cache If enabled, users can turn on the Advanced user setting that lets them cache form definitions and field help to improve performance while working with forms. (Disabled by default.)
    Enable field context search providers

    If enabled, the user can launch search engines such as, Google, Yahoo, and Bing, from context menus.

    Information about how to configure search engines is in another section.

    See Enabling and disabling search providers from within Forms (Lawson Enterprise Applications only).
    Allow job polling (Auto Monitor)

    When this option is available via role, the ability to enable/disable Auto Monitor appears on users's Settings. When enabled by users (through Settings), the Job Scheduler is queried every 15 seconds for status changes.

    Users should be informed that this option is costly to system resources. They should leave it disabled unless they are expecting a job to change status or if they are performing troubleshooting.
    Enter form names to exclude for list processing (separated by semi-colon)

    If you want some forms to be unavailable for list processing, list the form names here. Any forms listed here will open only as a full form on the canvas (traditional format) for users of this role.

    Separate multiple forms with semi-colons.

    Note: The Variables button, which opens a dialog box for creating and updating system variables, appears on this tab. Information about how to configure Variables is in another section.

    See Creating global variables for Lawson users.

  5. Select options on the List Size tab. This tab controls the size of various lists available in Infor Smart Office.
    Option Description
    List Driven and Job list size The number of records that will be retrieved for list driven forms and the job list. Default is 250.
    Widget list size The number of records that will be retrieved for a list that appears in a widget, for example, the Lawson Info Browser. Default is 250.
    Initial list size in Drill Select The number of records that will be retrieved in the initial fetch for drill select. Default is 250.
    Initial list size in Drill Around The number of records that will be retrieved in the initial fetch (that is, before a scroll action) for Drill Around. Default is 50.
    Scroll size in Drill Select and Drill Around The number of records that will be retrieved in each scroll request for drill select or Drill Around. Default is 50.
  6. Make selections on the Personalization tab.
    Option Description
    Personalization Level

    This feature determines if form personalization is available.

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

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

    Note: Personalizations are stored in a file and applied when the user opens the form to which personalizations have been made. Typically, users are not affected by updated versions of forms that are delivered by Lawson.

    None: This setting means that no changes can be applied to forms, either by the user or the administrator through roles. The user sees forms as delivered by Lawson.
    Allow Bookmarks

    Enables features related to bookmarks that appear in the Bookmarks menu.

    These options include:

    • Organize Bookmarks (organize into groups; enabled only if bookmarks exist for the form)

    • Bookmark Current (add the current form to bookmarks)

    • Select (select a bookmark, enabled only if bookmarks exist for the form)
    Allow Manage Views If enabled, users can change the order and delete personalization views. This option also allows users to create and save a new view.
    Allow Select Views If enabled, users can select different personalization views.
    Allow Form Properties

    If enabled, users can customize such form properties as title of a form, initial action of a form, viewing available and selected actions, and executing workflow triggers (if available).

    Information for users about how to customize form properties is in online help.
    Allow Browser Tabs

    If enabled, users can add browser tabs. This is a way to easily add a tab page containing a browser control on forms with tab regions.

    Information for users about how to add browser tabs is in online help.
    Allow Conditional Styles If enabled, users can create conditional styles to customize some aspects of how fields appear in which situations in their views.
    Allow Shortcuts If enabled, users can create toolbox shortcuts.
    Allow Edit Labels If enabled, users can edit field and tab labels to make them more meaningful in their views.
    Allow Edit Tab Order If enabled, the user can determine the order in which they can move through fields in a form. (For example, if they most frequently add or edit fields 1, 3, 7 and 9, they can move through those fields automatically through tabbing. Other fields would be available through mousing.)
    Allow User Script When this option is enabled, an option to create and run Lawson scripts from within Navigator is available to users. The option appears under Infor Lawson / Other / Lawson Script Tool.
    Allow Export If enabled, users can export their personalizations to file. (This would enable the personalizations to be used on another system.)
    Allow Import If enabled, users can import personalizations from a file. (This would enable saved personalizations to be used on another system.)
    Note: In the options that follow, you can select an item to be Conditional or Unconditional. Conditional means that users can define conditions (situations) when customized options for default values, showing / hiding fields, or requiring fields will be used. Selecting Unconditional for these options means users cannot specify conditions for their customizations. Their customizations will be used in all situations.

    If neither Conditional nor Unconditional is selected or if both Conditional and Unconditional are selected, Unconditional takes precedence.
    Allow Default Values

    If enabled, users can assign a default value for a field.

    Default values can be based on conditions. That is, users can specify under what conditions the default value will be used.

    If you want users to be able to apply conditions to default values, select "Conditional" for this value. If you want to prevent users from applying conditions to default values, select "Unconditional."

    Information for users about how to specify conditions is in online help.
    Allow Show/Hide Fields

    If enabled, users can hide fields they do not use (and show or "unhide" them if they need the fields).

    Fields can be shown or hidden based on conditions. That is, users can specify under what conditions fields will be shown or hidden.

    If you want users to be able to apply conditions for showing/hiding fields, select "Conditional" for this value. If you want to prevent users from applying conditions to default values, select "Unconditional."

    Information for users about how to specify conditions is in online help.
    Allow Required Fields

    If enabled, users can make a field required (when it is not automatically required by the Lawson application).

    Fields can be required based on conditions. That is, users can specify under what conditions fields are required.

    If you want users to be able to apply conditions for requiring fields, select "Conditional" for this value. If you want to prevent users from applying conditions to default values, select "Unconditional."
  7. The Options tab is for controlling options that users are able to set in User Settings.

    You can Disable an option (by setting the Disable flag) which means the user cannot change the option.

    You can also select a Required value for an option. If you select a Required value and check the Disable flag, the user will be assigned the setting you have selected and cannot change it. If you select a Required value with the Disable flag unchecked, it means the Required value is the default but the user can change the setting.

    Option Description

    Locale

    The language that is used for Lawson transactions in Infor Smart Office. (If your site is not multi-lingual, you might want to disable this option.)

    This attribute is stored in the GEN repository (another reason why you might want to disable users' ability to change it).
    Data Area If enabled and multiple data areas are available, users can select the data area they are using with Infor Smart Office.

    Value Separator

    Determines whether commas, tabs, or semicolons will be used to separate columns for data import.

    This attribute is stored in the Resource Management repository (LDAP directory). Changes you or users make will be stored in role.xml and will override the repository setting.

    Default Printer

    Select the default printer for the role from the list of available printers.

    This attribute is stored in the GEN database. To prevent end-users from updating GEN, you might want to disable their ability to change printers.
    Default report type

    Select LSO or PDF for default report type.

    • LSO: Report output displays on the screen by default. Users would have to select PDF to generate a report in PDF format.

    • LSR: Reports display in Lawson Smart Report format.

    • PDF: Reports are automatically created in PDF format.
    Use List Driven If enabled, users can select to view forms as list-driven.
    Expand Detail Area If enabled, those detail areas with subordinate tabs will be expanded.
    Display Data Area If enabled, the data area will be included in title bar of Lawson windows.
  8. The Administration tab

    These settings only apply to users whose Resource Management (RM) setting for the PortalAdmin attribute is false. Those with a setting of true will have full administration access regardless of these settings.

    Option Description
    Allow IOS Cache Refresh access
    Allow Global Variables access
    Allow Link Manager access
    Allow Personalization Manager access
    Allow Role Manager access
    Allow View Internals access
  9. The Other tab

    These settings determine whether Role members have access to items on the Other branch in the Navigator. The disabled items are controlled by the Allow User Script setting.

    Option Description
    Allow Hierarchy Viewer access
    Allow File Transfer Wizard access
    Allow Telnet Client access