Personalizations overview

Personalizations are changes that you make to a delivered object, such as a list, that makes it easier for you to work with. This topic provides examples of the kinds of personalizations you might want to make and explains how to make them.

The personalizations described here can be viewed and used only by the person who made them. Infor Landmark Technology administrators can make changes to delivered objects that other users can access.

Note: In some cases, you are working with live data when you personalize and are able, for example, to add and delete data from lists. Take care when working with personalizations to alter system data only if you intend to do so.

These are examples of changes you might make through My Personalizations. The options available for personalization vary depending on the object you are attempting to personalize.

  • Delete menus from an application you do not need.
  • Create a new menu to more efficiently navigate from form to form.
  • Reorganize the columns in a list or report.
  • Modify a list to automatically filter and show only records that meet certain criteria.
  • Hide fields that are irrelevant to your workflow.
  • Change label text to make fields stand out on a form or to match your organization's standards.
  • Rearrange fields to make them easier to navigate.
  • Add frequently used actions to the toolbar.
  • Create pages that combine lists or menus that you frequently use at the same time.

My Personalizations is the location on Infor Rich Client where you can view and manage the objects you have personalized.

Personalizations are grouped by type, for example, menus, pages, or lists. Expand the group to access any existing personalizations. Select a personalization to display information about the personalization record.

  1. Select Start > My Personalizations.
  2. Click Personalize to open and edit the record.
  3. You can delete or inactivate the personalization, which will reset the menu, form, or list back to the delivered default.
  4. The Status field can be set to:
    • Active

      The personalization is available and currently in place.

    • Inactive

      The personalization is not applied. Rather than delete a personalization, you may want to keep it for future use by setting it to inactive.

    • Invalid

      Personalization records are set to invalid when personalizations are outside of protocols or there is a conflict between an application upgrade in the LPL and what you made for a personalization. These items are colored red in the list of personalizations.

  5. Make Global and Edit LPL are administrative and developer functions that are not discussed in this section. While you can use the Edit LPL icon to view LPL behind a personalization, it is recommended you do not edit LPL.
  6. Delivered LPL Compare tool shows you what changed in the application. This feature mainly to help administrators determine if they need to change configurations when upgrading applications, but it may help you troubleshoot your personalizations if they become invalid after an upgrade.