Infor Lawson Transactions and user settings in Infor Smart Office
This topic describes Infor Lawson user preference settings that can be changed in Infor Smart Office.
Access to these settings is through the Infor Smart Office Show menu or from the User Settings within each Lawson form.
From Show, click .
From within a form, click .
| Option | Description |
| Applications tab | |
| Use field advance on data entry |
"Use field advance on data entry" must be enabled in order for either of the sub-options to be enabled. Advance on History/Data value scroll: When working with drop-down lists in forms, this option automatically sends you to the next field after you make a selection. Advance after 6 digits in date field: The system automatically advances after six digits, that is, when you type "050609," the system assumes the actual date is "05062009." |
| Save history of key field selects | Select if you want history of key fields to be saved. When you click on the field, the list of key fields you have previously viewed appear. |
| Show default action selections in toolbar | If this option is enabled, a drop-down list appears on the toolbar. This drop-down lets you specify your default action for a form. The drop-down is to the right of all other action buttons on the toolbar. |
| Display data modified warning |
Enable this setting if you want to be warned if you are about to exit the canvas without saving changes you made. When the setting is enabled, you are prompted to save the view with a new name. If this setting is not enabled, you will not be prompted about unsaved changes and unsaved changes will not be saved. |
| Use field help | Select to make field help viewable. |
| Use list to access application forms (when available) |
By default, forms open in a window on your screen. Some Lawson forms have been enabled for what Infor calls "list-driven" format. List-driven format displays a record as one line in a list. From the list you can sort, view, make changes to a view, and update multiple records. Through this option, you can view forms that have been enabled for list-driven in the list format. If you use multiple companies, you might first need to select a company and then click in a key field in order for the list of records to appear. Use this option to enable list-driven viewing of forms. When you select this option, an input box for typing form names opens. If you want all forms to be list-driven, leave the box blank. If you want only some forms to be list-driven, type the name(s) of forms that you want to exclude from list-driven format. All forms except those in your list will be list-driven. Use the complete form ID (HR11.1). Separate multiple form IDs with commas (HR11.1,HR06.1). For more information, see Working with forms in "list-driven" format in Infor Smart Office Help for Lawson Applications. |
| Delay list retrieval | If this setting is enabled, a user must perform an initial filter action to retrieve a form list. (This setting appears only if the "Use list to access application forms.") |
| Show read only option |
This setting applies only to Lawson Application Forms in list view. If this setting is enabled, a Read only check box is added to the toolbar of a list-driven Lawson Application Form. This option enables the user to easily toggle read only mode off and on. In read only mode the list becomes single select and editable fields are disabled, as are the Change and Delete actions. |
| Enter form names to exclude from list processing (separated by semi-colons). | If you use list-driven forms, you can use this option (if enabled by your system administrator) to create a list of forms that will open in standard format by default. Forms not in this list will open in list-driven format. |
| Expand detail area tab regions |
When this option is enabled, forms with detail areas will always appear with the tab and other fields. When this option is de-selected, by default, only detail lines appear on forms with detail areas. You can also use Ctrl+Shift+F6 to toggle between detail lines only and all tab fields. |
| Tab key skips tab region when visible | When this option is enabled, only detail line fields are tabbed. If the detail contains a visible tab region, its fields will be skipped when you tab. This feature is intended to let you qucikly navigate items in a detail line from the keyboard. |
| Jobs and Reports tab | |
| Show job related print files in toolbox | If this option is enabled, if the form you are working with has associated print files, they will appear in the toolbox as links that you can click on to view the report. (Toolbox must also be enabled.) |
| Use quick submit button |
Enable this option if you want a button to appear directly on jobs and reports forms. This button allows you to submit the job you are currently viewing using default parameters. If you want to adjust parameters for a particular job and report, you can do so by submitting the job/report using the Submit dialog box. |
| Value separator | Determines whether commas, tabs, or semicolons will be used to separate columns for data import. |
| Default printer | Select the printer you want to use as a default from the list of available printers. |
| Default report type |
This setting determines the format that reports will be generated in unless you specify differently when you generate the report. Options:
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Personal History tab This tab is for enabling saving history of forms transactions. This tab appears only if Infor ION Enterprise Search has been installed at your site. |
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| Save Personal History | This flag enables saving personal history in general. If this flag is unchecked, no history options are available. |
| Save History for All Forms |
You can save history for all forms or for selected forms. To save everything, make sure the Save History for All Forms flag is selected. To specify a form or several forms, uncheck the Save History for All Forms. An input box for typing the forms for which you want to save history appears. Type the form names. Separate multiple form names with semi-colons (;). |
| Save All Add, Change, Delete History |
You can save your history of Add, Changes, and/or Deletes. "Save All Add, Change, Delete History" saves history for all three function codes in personal history. To specify the codes you want to save to personal history, uncheck the Save All Add, Change, Delete History flag. An input box for typing the codes appears. Type the action codes (A, C, and or D). Separate multiple codes with semi-colons (;). |
| Enter the number of days of personal history to save |
Specify the number of days for which you want personal history to be saved. For example, if you specify 90 days, the system will delete anything older 91 days and older the next time you log in to Infor Smart Office. |
| Export tab | |
| Use list export setting (do not prompt) | If enabled, this setting saves the list export option selected. You are not prompted for export options when you perform an export action. |
| Export contents of the current tab | If selected, only the selected items on the currently retrieved list are exported. |
| Export only selected items of the current list | If selected, only the contents of the currently selected tab are exported. |
| Export all data for the current query (may be time consuming) | If selected, all data is exported. |
| Advanced tab | |
| Highlight empty key and required form fields |
If this setting is enabled, empty key fields will be marked with a border to indicate that they are required and should be filled in with a corresponding value. The color of the border will follow the chosen theme color for Infor Smart Office. |
| Show form attachments in toolbar (when available) | If this setting is enabled, if an attachment has been added to a record, you can click it to view the attachment on the toolbox. |
| Deselect list items on successful actions | If this setting is disabled, it allows selected items to remain selected on list driven forms and job lists upon successful action. |
| Cache form definitions | If this option is enabled, you can use it to cache forms in memory which can increase performance. |
| Remember data view selections | When this option is selected, when list-driven forms are opened, they will display the last data view that was selected. |
| Display data area in window title | If this option is enabled, the data area from which you are running a form appears in the title bar of the form. For example, instead of "Employee (HR11.1)", you would see "MyDataArea/Employee (HR11.1)." |
| Data area | if multiple data areas are available and your system administrator has enabled this option for your role, you can select the data area you are using with Infor Smart Office. |
| Locale | The language that Infor Smart Office uses. |
| Export Folder | Specify a folder that will be the default location to store exported or saved documents when a Save dialog is presented. |