Personalizing Lists

Lists are reused in Landmark applications. If you personalize a list, every page that uses the list will reflect your personalization.

You can change how columns appear in your list view by adding or deleting fields (columns), changing labels, changing the column order, changing the sort order (the order in which the actual data in the columns is presented) and, for numeric columns, adding totals.

You can personalize a list directly from the list. Click Options > Personalize. This opens the list editor view of the list. This is the recommended method for creating personalized lists.

Or you can personalize a list from My Personalizations:

  • In the heading of the list, press Ctrl + Shift + left-mouse-click and the list information displays. Click the Personalize link. This creates a new configured list record that will open in the My Personalizations screen.

  • Go to Start > My Personalizations. Select Configured Lists then the New icon to create a new personalization. On the Create New Personalization screen, a list of all Business Classes and Lists displays. You can type the Business Class name to narrow the list. Select the Business Class and the List and click OK. The new configured list record opens.

The Column tab in the list editor displays a table that represents the columns (fields and field values) that make up the list. The columns (fields) are presented by:

  • Field Name: The name of the field within the application object or business class.

  • Label: The column heading as it is defined by the business class unless you choose to personalize it.

  • Allow Update: Whether or not the values in the list can be edited directly from the list.

  • Sort Order: If a sort order has been applied to the column, it displays here.

  • Totaling: If a totaling option is applied, it displays here.

This table lists the types of changes you can make to a list in the list editor view.

Task Description
Change a column label. Select a row that represents the field and click Edit. Change the value in the Label field.
Configure whether or not field values can be edited directly from the list. Select a row that represents the field and click Edit. Select or clear Allow data to be updated in the list
Remove a column from a list. Select the row that represents the field in the table and click Remove.
Reorder the columns. Select a row that represents the field and click Move Up or Move Down.
Define the sort order for the list or individual columns.

If you want to set a default sort order for all fields on the list, on the Column tab select a field from the Default Sort Column. By default, the sort will be ascending order. Click the Sort Descending check box if you need descending order.

To sort a column, select a row that represents the field and click Edit or define sort order when you add a field. On the List Column Editor, select the Totaling and Sorting tab. Most of the available sort options here are for highly technical users. As an end-user, you might want to select "ByUniqueID," which displays the data in key field order. By default, the sort order is the way in which the data is stored in the database.

If you make a selection for sort order for an individual field, the individual field's setting will override the default.
Add totaling options to columns that contain numeric data.

This option calculates the total for data in the list and displays it at the end of the list. To define a totaling option, select a row that represents the field and click Edit or define sort order when you add a field. On the List Column Editor, select the Totaling and Sorting tab. Select the type of totaling you want to use:

  • Total: The total of all records

  • Running Total: The total at the current point in the records

  • Percent of Total: The percent of the total that this set of records represents
Define filter conditions for the list that will automatically filter the list and show only records that meet criteria. On the Filter tab, use the Condition Builder to create the filter conditions.
Define how negative amounts should display in lists. Select the Display tab and indicate if you want negative amounts to display in parenthesis instead of using a negative sign.
Define if amounts should be rounded and whether or not to append "(in thousands)" or "(in millions)" to the title.

On the list Display tab, select Round Amounts To Thousands or Round Amounts To Millions. Select or clear Show Rounding Precision in Title.

When an amount is rounded, tooltips show the exact amount.
Add a column to the list.

Click Add Field.

Adding a column (field) to a list

Add a column that calculates other columns.

Click Add Compute.

Adding a computed field to a list

Add an alert.

Select a row that represents the field and click Edit or define an alert when you add a field.

Defining list alerts

Add or remove actions from the toolbar. See Pinning actions to the Infor Rich Client toolbar and Removing actions from view in Infor Rich Client.
Configure when and how Actions display in the toolbar. Removing actions from view in Infor Rich Client