Personalizing Pages

Personalizing pages is a way to make a new view that can combine multiple lists. In the page edit view in My Personalizations, you can add a new tab to a page. You can also change the page layout, for example, to present two lists side-by-side. You might choose to this if, for example, you have several lists that you frequently use together.

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

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

Or you can personalize a page from My Personalizations:

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

• Go to Start > My Personalizations. Select Configured Pages then the New icon to create a new personalization. On the Configure Page screen, a list of all pages displays. You can type the page name into the Select Menu field to filter the list. Select the page and click OK. The new configured page record opens in the My Personalizations screen.

This table lists the types of changes you can make to a page record once it is open in the editor view.

Task	Description
Create a new tab on the page.	Click Add New tab. You are prompted to type a name for the new tab. When the new tab is open, click Add New List to add a list. You will need to specify the Business Class and List Name. If a chart is available with the list, you can include it.
Change the design of the page into multiple columns.	Select a Panel Layout. Depending on the layout you select, the columns can be side-by-side vertically or can be layered top to bottom. When you click the dropdown on the Panel Layout button, several options are available. You might need to test several of them to see which layout displays your combined pages most effectively for your use.
Add a list to a new panel.	Click Add New List. You will need to specify the Business Class and List Name. If a chart is available with the list, you can include it.
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 personalizations, 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.

When you are finished personalizing your page, click Exit Page Editor.