Customizing your experience: Personalizations and Settings

Personalizations are changes that you make to a delivered object, such as a list, that makes it easier for you to work with. This topic provides examples of the kinds of personalizations you might want to make and explains how to make them.

Not all personalizations described in this section will be available to all users and not all users' screens will appear the same as they do here. Your system administrator provides access to personalizations which includes access to menu items.

The personalizations described here can be viewed and used only by the person who made them. Infor Landmark Technology administrators can make changes to delivered objects that other users can access.

Note: In some cases, you are working with live data when you personalize and are able, for example, to add and delete data from lists. Take care when working with personalizations to alter system data only if you intend to do so.

These are examples of changes you might make. The options available for personalization vary depending on the object you are attempting to personalize.


Personalization example	How to
Add, remove, or reorganize the columns in a list or report.	Click More Actions (ellipsis) and select Options > Personalize and use the List Editor.
Modify a list to automatically filter and show only records that meet certain criteria.	Click More Actions (ellipsis) and select Options > Personalize and use the List Editor.
Use available widgets to create your own custom web pages that are not specific to a particular application.	Use Infor OS Portal or Infor Ming.le Homepages. See Infor OS Portal or Infor Ming.le Help.