Personalization Workbench Xi (ttstppersxi )
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.
The workbench consists of these areas:
- Canvas
- Object overview pane
- Object properties pane
Sort order
Session personalizations are stored by sort order. Personalizations that are created for sort order 1 are not visible if you start the session with sort order 2.
When you personalize an existing sort order, a custom view is created:
- If there are no personalizations for the custom view, then the personalizations for the original sort order are used.
- If personalizations for the view are present, then these personalizations are used.
Fields in multiple form areas
Several sessions contain multiple form areas, such as a view area and a grid with columns. Only the fields of the area that has the focus are displayed in the Fields pane. To view the properties of the fields in another area, select a field in that other area. For example:
- You select a field in the view area. Only the fields of the view area are displayed in the Fields pane.
- You select a field in the grid. Only the fields of the grid are displayed in the Fields 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 Hidden check box.
. 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 theCustomer 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.
You can select multiple objects of the same type on the canvas and in the overview pane. For example:
- To select multiple fields on the canvas, select a single field. Then hold down the Ctrl key while you click other fields that you want to select.
- To select multiple fields in the overview pane, select the corresponding check boxes.
If multiple fields, columns, or groups are selected, these properties are displayed in the properties pane:
- Text Color
- Text Style
- Hidden
You can change these properties for multiple fields, columns, or groups simultaneously.
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 | Specify whether label codes are displayed in the overview pane |
You can show label codes, instead of
field codes or labels, in the table in the overview pane. To show label codes,
select This command is only available if the Show Label Codes in Form Personalization check box in your user data template settings is selected. See User Data Template (ttams1110m000). |
in the overview pane.
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 or .On the canvas, right-click a selected object and select or .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 On the canvas, right-click a selected object and select . |
.
All personalizations for the object are removed.
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 or .On the canvas, right-click a selected object and select or . |
Global | Remove all personalizations | On the global toolbar, select | . The default form is restored.
Global | Display hidden objects |
On the global toolbar, select Right-click on the canvas when no objects are selected and select . |
.
Hidden fields are made visible on the canvas; they have a dotted green border.
Global | Conditional formatting | On the global toolbar, select Conditional Formatting (ttadv9502m000) session starts. | . The
Global | Undo/redo | On the global toolbar, click | or . You can undo or redo a maximum of 20 actions.
Global | Revert to saved | On the global toolbar, click | . The last saved state of the form is restored.
Global | Clear Selection |
On the overview toolbar, select On the canvas, right-click anywhere and select . |
. All
selected objects on the canvas and in the overview are cleared.