Manage Personalizations (ttadv9150m000)
The available personalizations, filters, and conditional formats are displayed for each session.
References
These options are available:
- Session Personalizations
- Starts the Menu Personalizations (ttadv9100m000) session.
- Menu Personalizations
- Starts the Session Personalizations (ttadv9505m000) session.
- Report Personalizations
- Starts the Report Personalizations (ttadv9507m000) session.
- Manage Filters
- Use this command to modify filters of other users, roles, and companies.
- Manage Formats
- Use this command to modify conditional formats of other users, roles, and companies.
- Disable Personalizations
-
Starts the Disable Personalizations (ttadv9109m000) session.
- Checked-out Packages
- Starts the Checked-out Packages (ttadv9151m000) session.
- Personalization Roles
- Starts the Personalization Roles (ttaad1150m000) session.
- Users by Personalization Role
- Starts the Users by Personalization Roles (ttaad2104m100)
- Disable for User
- You can disable the personalization for a user on user level, role level or company level.
- Delete personalizations
-
Starts the Delete Personalizations (ttadv9250m200) session.
- Session Personalization - History
- Starts the Session Personalization - History (ttadv9555m000) session.
The session shows the Session and the Personalization Level with description.
- Menu Personalization - History
- Starts the Session Personalization - History (ttadv9558m000) session.
The history records are saved when a menu personalization is made.
- Report Personalization - History
- Starts the Report Personalization - History (ttadv9508m000) session.
Actions
These options are available:
- Control Personalizations
- Through this entry you can start these sessions:
- Copy Personalizations by Package (ttadv9250m300) session
- Check-out Personalizations by Package (ttadv9250m700) session
- Check-in Personalizations by Package (ttadv9250m800) session
- Undo Check-out Personalizations by Package (ttadv9250m900) session
- Export Personalizations by Package (ttaad7201m000) session
- Import Personalizations by Package (ttaad7202m000) session
-
Remove Checked-out of Other Users (ttadv9450m000) session
The first time you start this command, a warning is displayed asking you to make a backup before removing the checked out personalizations. Click
to continue.
- Refresh Personalizations
- Synchronizes the data.
- Copy to
- Starts the Copy Personalizations (ttadv9250m000) session.
You can copy a complete set of personalizations, filters, and conditional formats of a session to these levels:
- Other users
- Other roles
- EM role level
- Company level
For more information about user roles, see the Infor Enterprise Server Administration Guide (Cloud).
- Copy to Current User
- Copies the selected session personalizations of a role or company to the current
user. The session personalizations of the current user are saved and restored
later.
Only the session personalizations are copied. The filters and conditional formats are not copied.
You can start the personalized session through the menu and view or modify the personalizations. When finished with modifying the personalizations for the session, you can save the changes through the
command.After the copy, the selected record is updated with information that the record is copied to the current user. The record for the current user shows that its data is copied from a role or company.
A “Copy to User” is not a copy only, it leads to a check-out of the selected personalization. Checked-out personalizations cannot be removed. To remove them, you must undo the check-out first.
- Save Changes
- Copies the session personalizations to the original role or company. The session
personalizations of the current user are restored.
Only the session personalizations are saved. The filters and the conditional formats are not saved.
- Undo Changes
- Removes the copied changes for the current user. The session personalizations of
the current user are restored.
Only the session personalizations are undone. The filters and the conditional formats are not undone.
- Disable for User
- You can disable the perzonalization for a user on user level, role level or company level.
- Delete Personalizations
- Starts the Delete Personalizations (ttadv9250m200) session.
Field Information
- Personalization Level
-
The level on which the personalization applies: User, Enterprise Modeler role, or Company level.
- Personalization for
-
The user or company for which the personalization applies.
- Personalization Type
-
The type of personalization: Session, Menu or Report.
- Personalization Of
-
The session, module of report (package/module/code/description) that is personalized.
- Report Variant
-
The report variant, for Report personalizations only.
- Session Personalizations
-
If this check box is selected, then there are session personalization's present. Column size customizations are not taken into account.
- Filters
-
If this check box is selected, then personalized filters on the session are present. You can use conditional filters.
- Conditional Formats
-
If this check box is selected, then personalized conditional formats on the session are present.
- Text
-
You can add a text to a personalization.
- Checked-out to User
-
If this check box is selected, then the user-id and user name of the user who has checked-out is shown.
- User
-
User name.
- Description
-
Description of the user.
- Information
-
Information about the check-out.
- Last Change
-
Timestamp of last change
- Changed By
-
User (id+name) that has changed the personalization