Configuring pages

Configuration Console allows you to restructure a page to meet your users' needs. You may choose to add new tabs and lists to a page to have related lists on one page. You may choose to change the layout of the page.

Before you add or combine lists, for the lists you want to work with, use the information window (press Ctrl + Shift+ left-mouse-click) to capture the Business Class and List information.

  1. Configure a page directly from the page. In Infor Rich Client, open the page and in the heading, press Ctrl + Shift + left-mouse-click and the page information displays. Click the Configure link.

    This creates a new configured page record that will open in the Configuration Console.

    Or create a configuration record from Configuration Console:

    1. In the Infor Rich Client, access the Configuration Console. Select Start > Configure > Application.
    2. Select Configured Pages in the left pane.
    3. Click the New icon at the top of the left pane.
    4. Select a page from the list and click OK. Filter the list by typing the page name in the field.
  2. Modify the page.
    Tasks Description
    Create a new tab on the page
    1. Click Add New Tab.
    2. Specify a name for the new tab.
    3. To add a list to the tab, click Add New List.
    4. To modify the layout, click the Panel Layout icon.
    5. Click Save Page Modification.
    Remove a tab Click on the X to the right of the tab label. Click Save Page Modification.
    Change the design of the page into multiple columns If the page has multiple tabs, select the tab first and then select the layout for that tab.

    Click Panel Layout icon and select the layout type. Depending on the layout you select, the columns can be side-by-side vertically or can be layered top to bottom.

    Several layout options are available. You might need to test them to see which layout displays your combined pages most effectively for your use.

    If you added new panes through the layout change, add a list or related list to the new panes.
    Add a list to a new panel
    1. Click the Add New List or Add New Related List button.
    2. If you click add a new list, specify the list.
      1. In Business Class Name, specify the name of the business class that contains the list you want to add. You can get this information from the list information pop up. Open the list you want and in the heading, press Ctrl + Shift + left-mouse click. You can copy and paste the business class name from here.
      2. In List Name, select the list you want to appear on the tab.
      3. If a chart is available with the list and you want the data to appear in a chart, select the chart.
      4. In Instance Selection, create a filter for the list by typing in a condition statement or by clicking the Builder button and using the Condition Builder Helper. If this button is grayed out, the list does not allow filtering.
    3. If you chose to add a related list, specify the relation.
      1. In Releation, specify the name of the relation to the list you want to add.
      2. In List Name, select the list you want to appear in the tab.
      3. If a chart is available with the list and you want the data to appear in a chart, select the chart.
      4. In Instance Selection, create a filter for the list by typing in a condition statement or by clicking the Builder button and using the Condition Helper Builder. If this button is grayed out, the list does not allow filtering.
    4. Click OK.
    5. Click Save Page Modification.
    Modify a list Click Edit List in the upper right corner of the pane containing the list. You can change the list title and use the list editor to make the changes to the list.

    Lists are reused. If you configure a list, every page that uses the list will reflect the configuration.
    Save your changes Click Save Page Modifications. All new panels or tabs must have lists identified before you can save the personalization.
    Reset the page back to the default Click Reset Page on the toolbar to remove all configurations, including those that you have saved in this or another session, to delivered defaults.
    Review your changes Click Options > Stop Page Editing. Select Options > Personalize to return to the editor view.
    Delete a page configuration record
    1. Select Configure Pages in the left pane of the Configuration Console.
    2. Select a page configuration to delete.
    3. Click on the Delete button at the top of the left pane.
  3. When you are finished configuring the page, click Exit Page Editor.