Getting Started with Lawson Portal

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About this guide
Lawson Portal Basics
Lawson Portal Interface Tour
Navigation pane
Content pane
Launching and Signing out of Lawson Portal
Launching
Signing out
Changing your password
Setting the browser compatibility view for Infor OS Portal (or Infor Ming.le)
Clear the browser cache
Clearing the browser cache for Microsoft Edge
Clearing the browser cache for Google Chrome
Clearing the browser cache for Firefox
Clearing the browser cache for Safari
Personalize Lawson Portal
Changing the theme and accent colors for your workspace
Changing the appearance of form elements
Customizing forms through User Options
Customizing a form using on-form customizations
Reverting on-form customizations
Working with bookmarks and Main content
What are bookmarks and main content?
Adding bookmarks to the Bookmarks menu
Adding main content to the home page
Subscribing and unsubscribing to bookmarks
Favorites
Creating Favorites
Sharing Favorites
Create Folders
Add form context
Changing hotkey assignments
Navigation options
Tab groups
Use tab groups
Manage tab groups
Share tab groups
Contextual applications
Widgets Dashboard
Widget types
Adding a widget on the dashboard
Using filter fields
Info Browser
Access the Info Browser page
Create Info Browsers
Info Browser toolbar actions
Info Browser customization
Share Info Browsers
Published Info Browsers
Launch record to a form
Create Info Browser folders
Changing User Options for Applications
Setting General User Options
Setting up Drill options
Lawson Applications Overview
Defining an application
Understanding the terminology and concepts in Infor Lawson Applications
Application Forms
Types of application forms
Defining form attachments
Working with Applications
Navigating within Lawson Applications
Selecting values for key fields
Using the list-style presentation to select key values and records
Using the list-view presentation to select key values and records
Working with Application Data
Defining a record in Lawson Applications
Looking Up a Specific Record on an Application Form
To look up a record on a single-record form (list-based)
To look up a record on a single-record form (form-based)
To look up a specific record on an inquiry form
Browsing through records on application forms
To browse forward through records on a single-record form
To browse backwards through records on a single-record form
To browse forward through records on a header/detail form
To browse backwards through records on a header/detail form
Viewing data through the Drill Around feature
Customizing columns in Drill
Performing a search using the Drill Around data
Adding a record
Defining a record
Changing a record
Changing a listview-based record
Changing a form-based record
Deleting a record
Deleting a listview-based record
Deleting a form-based record
Adding detail lines
Changing detail lines
Changing listview-based detail lines
Changing form-based detail lines
Deleting detail lines
Deleting listview-based detail lines
Deleting form-based detail lines
Adding a Comment Attachment
Adding a URL Attachment
Sharing a social message from an application form
Following social objects in Infor OS Portal (or Infor Ming.le)
Process and Manage Jobs and Reports
Defining a batch job
Defining a Job Queue
Running a Job Now
To define a job
To submit a job
Running a job at a specific date and time
Defining job parameters
Checking the job queue
Managing Jobs and Reports
Accessing the Report
Using Print Manager contextual application
Working with Print Files
Multiple-Step Job Definition
Defining Multiple-Step Job
Running a Multiple-Step Job
Changing CSV Attributes
Recurring Job Definition
Managing a Recurring Job
Defining a Recurring Job Definition
Modifying a Recurring Job Definition
Deleting a Recurring Job Definition
Defining Drill Around for Reports
Using the Drill Around Feature on Report Data
Copying jobs
Deleting Jobs
To delete a job definition (multiple-step or single-step)
To delete a job from the Job Schedule list
To delete print files
Printing a report
To print reports from a parameter form
To print reports from the Print Manager form
Saving a report
Filtering jobs and reports
Custom Views
Creating a new custom view
Updating filter conditions of an existing custom view
Deleting or renaming an existing custom view
Hotkeys in Lawson Portal
Default Hotkeys
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