| Personalization Workbench (ttstppers )Use this workbench to personalize form tabs, field groups,
fields, and grid columns in detail sessions and overview sessions. After you created, modified, or removed personalizations, you
must restart the session that was changed. Personalizations that are created through this workbench are
only stored on the level of the current user. To publish personalizations to,
for example, role or company levels, use the Session Personalizations (ttadv9100m000) session. Note Through form personalization you might accidentally change
the form in such a way that it becomes unusable. For example, the application
logic might expect fields to be in a certain order; this order might be broken
if you move the fields to a different position. Infor does not guarantee
that all personalizations, which are possible through the workbench, result in
a usable and properly functioning session. Therefore we recommend that you test
the functionality of the form after personalizations are done. The workbench consists of these areas: - Canvas
- Object overview pane
- Object properties pane
Initially hidden fields Several sessions contain fields that are initially hidden.
These fields are not displayed on the canvas. To show these fields on the
canvas, on the global toolbar, select Actions > Display Hidden
objects. These fields are now displayed, with a dotted green
border, only on the canvas. They are still hidden in the personalized session.
To unhide a hidden field, select the field and, in the properties pane, clear
the Hidden check box. Customer defined fields For customer defined fields, this information is displayed in
the object properties pane: - FieldName
- State and style attributes
- Referred from
After personalizing a customer defined field, the field is
displayed with this FieldName label: CDFn , where n is the sequence number in the "referred from" table.
When you personalize a customer defined field, we recommend
that you change the FieldName label to a meaningful name. Use a functional
description that contains the name of the "referred from" table, so that users
can understand the meaning of the field. Canvas The canvas is the main working area of the workbench; it shows
the form that is being changed. Use your mouse to interact with objects on the
canvas. You can perform these actions: Select an object To select an object, left-click the object. Dependent on the form definition, you can select these
object types: - Fields
- Grid columns
- Groups
- Tabs
To select multiple objects of the same type, hold Ctrl while clicking each object
individually. Drag an object to another position on the form To drag and drop objects, hold the left mouse button. To
drag fields, groups, and columns across tabs, hover over the tab title while
dragging an object. Open the object’s shortcut menu To open a shortcut menu with object-specific actions,
right-click an object. The canvas itself also has a shortcut menu. To open this
menu, right-click the canvas when no objects are selected.
Object overview pane This pane shows a table view of the form that is being
changed. The table only shows objects of the same type as the object that is
selected on the canvas. So, the table only shows fields, columns, groups, or
tabs. If you select an item in the table, related actions become
available in the overview toolbar. The first column shows the name of the object. Columns to the
right show eventual containers, that is, groups or tabs, of the object. To sort a column, click on it. To filter a column, use its
text filter. Depending on the selected object type, the table can have
multiple filter tabs: All All objects of the selected type in the form Hidden All objects of the selected type in the form that are
hidden or that are hidden by their container objects Personalized All objects of the selected type that contain any active
personalization CDF All customer defined fields
Object properties pane This pane shows the active properties for the object that is
currently selected. You can change the properties in the pane. Changes are
reflected on the form canvas. The panes are linked, so the selection on the
canvas is also selected in the overview pane. If a single object is selected,
its properties are displayed in the properties pane. If no objects, or multiple
objects, are selected, the properties pane is empty. Workbench actions This table shows the actions that you can perform on the
different object types: Scope | Action | Description | Fields, groups, columns, tabs | Change the label text | In the properties
pane, specify the new label text. | Fields | Format the object | To make the font bold, italic, or large, select the appropriate
check boxes in the properties pane. To change the color of the field, use the
color picker in the properties pane. | Fields | Specify whether the saved default is
applicable | For print sessions and processing sessions, you
can store the current field values as defaults in the session personalization. When you run a print session or processing session,
these saved defaults are not used by default. To ensure the saved default for a field is used when
you run the session, select the Apply check box in the Field Properties
pane. | Fields, columns | Change the object state | To make a
field read-only or mandatory, or to reset it to its default state, select the
appropriate options in the properties pane. This setting only applies for fields that were not
mandatory or read-only in the default form. | Fields, groups,
columns, tabs | Hide or unhide the object | In the properties pane, select or clear the Hidden check box. In the overview pane, select Actions > Hide Selected Objects or Actions > Unhide Selected Objects. On the canvas, right-click a selected object and
select Hide Selected Objects or Unhide Selected Objects. When hiding a group or a tab, all its content objects
receive the Hidden by Parent state. | Fields, groups,
columns, tabs | Remove all personalizations from
object | In the overview pane, select Actions > Remove Personalizations.
All personalizations for the object are removed. On the canvas, right-click a selected object and
select Remove Personalizations. | Fields, groups,
columns, tabs | Move object | On the
canvas, drag the object to the desired position. Possible positions are
indicated by thick black lines that are displayed when you drag the object over
a valid drop location. To move the object to another tab, drag over that tab
to navigate to it. Alternatively, use the up and down arrow buttons on
the overview toolbar to move the object. After moving fields to another tab, you cannot
personalize the fields in WorkTop anymore. | Columns | Freeze or unfreeze column | In the overview pane, select Actions > Freeze this column or Actions > Unfreeze this column. On the canvas, right-click a selected object and
select Freeze this column or Unfreeze this column. | Global | Remove all personalizations | On the global
toolbar, select Actions > Remove All Personalizations. The default form is restored. | Global | Display hidden
objects | On the global toolbar, select Actions > Display Hidden Objects.
Hidden fields are made visible on the canvas; they have a dotted green border. Right-click on the canvas when no objects are selected
and select Display Hidden Objects. | Global | Conditional formatting | On the global
toolbar, select Actions > Start Conditional Formatting. The Conditional Formatting (ttadv9502m000) session starts. | Global | Undo/redo | On the global toolbar, click Undo or Redo.
You can undo or redo a maximum of 20 actions. | Global | Revert to saved | On the global toolbar, click Revert to Saved. The last saved state of the form is restored. | Global | Clear
Selection | On the overview toolbar, select Actions > Clear Selection. All
selected objects on the canvas and in the overview are cleared. On the canvas, right-click anywhere and select Clear Selection. |
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