Context menus

Personalization context menus

If your system administrator has given you access to making personalizations, that is, making certain customizations to make a Lawson form behave the way you want it to, personalizations are available from some context menus. The type of personalization that can be made depends on where you are when you open the context menu.

For example, if you right-click a date field (and you can create personalizations), a menu for making date customizations is available.

Filter field context menu

In any text box filter field, for example on a list-driven form, the context menu provides access to Filter tokens, a way to apply comparisons and other special values to your search criteria.

When the Filter tokens option is available, you can select it to show a list of operators to help refine the filter. These include equals (=), does not equal (!=), contains (~), and others depending on the data type of the filter field. For example, a date field’s context menu tokens include the special date search tokens.

Selecting a filter token pastes the token into the search field and then performs a filter action to show matching records. In many cases, a search value must first be entered in the search field before the operator is allowed to be pasted.

Date field filtering context menus

Date field’s context menu tokens include the special date search tokens. As of version 10.0.4 of Infor Smart Office, these special filtering options include the ability to search for empty dates by typing two quote marks ("").

Variables

If variables for searching and filtering have been enabled at your site, you can select them from the context menu.

These variables might have been created by your system administrator or, if you have been given access to create your own, by you.

For details about working with variables, including how to create and update them, see Using Lawson variables for filtering and searching.