Personalizing Forms

You may want to personalize a form by adding or removing a field from the form, formatting its appearance, setting validity constraints to only accept certain values or add actions to the form. For example, an HR Generalist may choose to modify labels on the Employee form to alert them to changes or hide fields they find distracting.

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

When you are personalizing a form in the form editor view, the form background becomes gray and all field labels display with brackets around them. This table lists the types of changes you can make to a form in the form editor view.

Task	Description
Hide fields that are irrelevant to your workflow.	Select the field name in brackets and click the personalization icon. The field editor view displays. On the Display tab, select Hide Field.
Set fields as display only.	Select the field name in brackets and click the personalization icon. The field editor view displays. On the Display tab, select Display Only.
Change label text or formatting to make fields stand out on a form or to match your organization's standards.	Select the field name in brackets and click the personalization icon. The field editor view displays. On the Label tab, change the field label, color, and text style.
Add a default initial value in the field.	Select the field name in brackets and click the personalization icon. The field editor view displays. On the Default tab, click in the Initial Value field and specify the appropriate value.
Indicate if the field is required.	Select the field name in brackets and click the personalization icon. The field editor view displays. On the Data tab, select Entry required.
Add a condition to validate the value entered in the field.	Select the field name in brackets and click the personalization icon. The field editor view displays. On the Data tab, specify a condition or click Builder to use the condition builder to define the condition.
Add frequently used actions to the toolbar.	Pinning actions to the Infor Rich Client toolbar
Configure when and how Actions display in the toolbar.	Removing actions from view in Infor Rich Client

You can also personalize a form from My Personalizations:

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

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

When you are editing a form record in My Personalizations, the left pane changes to display the existing layout and components in the form. This table lists the types of changes you can make to a form in the form layout view.

Task	Description
Hide fields that are irrelevant to your workflow.	Select the field name in the Layout component in the left pane. The field editor view displays. In the Field Attributes section, select Hidden.
Set fields as display only.	Select the field name in the Layout component in the left pane. The field editor view displays. In the Field Attributes section, select Display Only.
Change label text or format to make fields stand out on a form or to match your organization's standards.	Select the field name in the Layout component in the left pane. The field editor view displays. In the Label Attributes section, change the field label and other formatting such as alignment, color, and text format.
Add a default initial value in the field.	Select the field name in the Layout component in the left pane. The field editor view displays. In the Field Attributes section, click in Initial Value specify the appropriate value.
Indicate if the field is required.	Select the field name in the Layout component in the left pane. The field editor view displays. In the Field Attributes section, select Required.
Add a condition to validate the value entered in the field.	Select the field name in the Layout component in the left pane. The field editor view displays. In the field Attributes section, in the Constraint field, specify a condition or click Build Condition to use the condition builder.
Rearrange fields to make them easier to navigate.	In the Layout component in the left pane, drag and drop field names to reorder them on the form.
Add frequently used actions to the toolbar.	Pinning actions to the Infor Rich Client toolbar
Configure when and how Actions display in the toolbar.	Removing actions from view in Infor Rich Client