General steps

The configuration you need to perform to create a custom display depends on the type of system from which the action originates. For example, a request from an Infor M3 program is specified differently from a request from an Infor Lawson application which is also different from a Landmark application and so on.

All custom displays have these things in common:

• Perform the configuration in Infor Process Designer on a User Action node. Select the Display tab and then select the sub-tab for the type of device you are configuring: Desktop, Tablet, Phone.

• From the drop-down list, select the display type.

  Options available for each device type appear.

• Configure as necessary depending on the type.

  The sections that follow provide information about each display type.

• Use the Display tab's General sub-tab to configure the following options:

  More details about the User Action node is available in the Infor Process Automation user help available with the product and in the Infor Landmark help.

  • Work Title: The title that is displayed in users' Inbasket that describes the work item.

  • Application filter: The triggering application can pass this field which can then be sorted and searched in Inbasket.

  • Application data: The triggering application can pass this field which can then be sorted and searched in Inbasket.

  • Exec list: The Command field on the Action portion of the General tab.

  • Hide actions: If you do not want to display actions in the Inbasket, which might be the case, if, for example, you are sending users to a URL, you can select this option so that action buttons will not display in the Inbasket.