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Landmark Web UI User Guide
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About this guide
Getting Started
About Landmark Interface
Landmark Interface: Overview
Landmark Technology components and tools
Landmark Interface Example
Business classes
Lists and reports
Forms
Pages
Navigation panel
Web app module selector
Search
Navigation links
Language and Region settings
Launch and sign out of Infor Landmark applications
Launching
Signing out
About your default start page
Searching for and viewing application data
Searching for records using a lookup
Saving searches
Using Drill Around
Quick access to system information and tools using Ctrl-Shift-Click
Working with actions
Reviewing and working with your actions
Withdrawing or manually completing a request action
Rerunning a failed scheduled action
Stop or override a scheduled action
Working with dates and history
Configure the Set 'As Of Date'
Effective dates
Viewing field history and pending changes
Viewing the audit log
Special applications features
Selecting fields for a report directly from a form
Using Rich Text Assisted Authorship on text editing forms
Keyboard shortcuts
Overriding user context
Requirements for multiple user contexts
Searching for records using a lookup
Customizing your experience: Personalizations and Settings
Personalizations Overview
Making personalizations in Landmark
Adding a column to a list
Adding a computed field to a list
Defining list alerts
Building a filter
Settings
Using compact mode
Working with Jobs and Scheduling
Creating Jobs
Creating a Job Stream
Copying Jobs and Job Streams
Scheduling Background Actions
Selecting schedule type
Selecting an action to be scheduled
Selecting start and stop options for an action
Notification settings for an action
Exclusions settings
Concurrency settings
Concurrency settings
Handling failures or misfires
Configuring complex schedules: Examples
Creating Schedule Templates
Creating Schedule Exclusion Templates
Review and work with your jobs
Working with Reports and Lists
Report Catalog
Viewing and searching for reports and files
Customizing options for Report Catalog features
Creating reports
Creating a new report by copying an existing report
Options for creating and updating report definitions
Creating an alert for a report
Setting up a report distribution group
Create a report distribution profile
Create a report option
Sharing a report with a role or role group
Printing content to PDF
Exporting a list to CSV
Configuring multi-threading for exporting large CSV files
Reassigning report owner
Creating custom headers and footers
Including limited information in PDF or CSV output
User proxies
Setting up a user proxy
Switching to a proxy
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