Changing a default setting

Changing the default settings only affects new users. This table shows the effect of changing the default setting in different scenarios:

User Effect
New users New users have the new default or the default from the first rule match.
Existing users who have not saved any settings These users get the new default. (This would be possible to implement on a per settings basis.)
Existing users who have not changed their settings and are members of a rule The rule gives the default setting.
Existing users who have changed their setting (or any other setting) No effect.
Existing users who have changed their settings and are members of a rule No effect.
  1. From the M3 navigation menu, select Administration Tools > H5 Administration > H5 Settings tab.
  2. In the User settings section, enable or disable these settings:

    To lock a setting so that users cannot update it, toggle the Lock setting for user button that corresponds to that setting. When a check mark is displayed, a setting is locked.

    Place cursor at end of fields
    If enabled, this setting places a cursor at the end of the value in an input field. If disabled, the entire value in the input field is highlighted.

    Default value: disabled

    Expand list
    If a program supports expandable rows of lists and this setting is disabled, the expandable content is displayed in list columns.

    Default value: enabled

    Default basic list option
    This setting sets the default action for an item in the list of an M3 program.

    Default value: 5

    Valid values: 1, 2, 3, 4, and 5

    1 Select, 2 Change, 3 Copy, 4 Delete, 5 Display (read only)

    Program options
    This setting sets a default action after opening a record in a specific M3 program.

    Specify a list of key-value pairs when setting default options for several programs. Use this list syntax:

    program=option;program=option

    For example: OIS100=1;MMS100=5.

    Show messages in dialogs
    If enabled, this setting shows messages from the M3 server in a dialog window instead of on the status bar. Messages are displayed on the status bar by default.

    Default: disabled

    Use plus key as tab
    If enabled, this setting allows the use of the plus key (+) to navigate across the M3 panel as an alternative to the tab key.

    Default: enabled

    Right align labels
    If this setting is enabled, field labels are aligned to the right.

    Default value: disabled

    Show field help on mouse over
    If enabled, this setting shows a help tooltip on mouse over.

    Default value: disabled

    Show label tooltips on mouse over
    If enabled, this setting shows the full description of column header labels.

    Default value: disabled

    Show company and division in status bar
    If enabled, this setting shows the company and division information on the status bar.

    Default value: enabled

    Use small panel navigator
    If enabled, this setting shows the panel navigator in mini-mode.

    Default value: enabled

    Show program identifier on tabs
    If enabled, this setting shows the program ID beside the program name.

    Default: disabled

    Use Infor OS Portal Language

    If enabled, this setting allows H5 to display content based on the language used by Infor OS Portal or Infor Ming.le. If selected language is not supported by M3, the H5 client uses English as the default language.

    See information about changing the site default language in Infor OS Portal User Guide or Infor Ming.le Online Help.

    Default: enabled

    Theme

    This setting changes the color of H5. The theme is only applied on the top part of H5.

    Note: This setting is also available in the new H5 UI but the colors for the theme may vary. When you select this setting for the new H5 UI, the theme is both applied on the top part of H5 and the application menu.
    Auto-switch to Homepages
    When enabled, H5 automatically switches to Homepages when all programs in H5 are closed.
    Note: This setting is only available in Infor Ming.le.

    Default: disabled

    Activate context help
    If enabled, this setting causes the field context details to be published when you select and move your pointer to a particular field or press F1.

    Default: disabled

    Calendar view

    Use this setting to select the calendar format displayed when using the date picker tool.

    Note: The default format may vary. Gregorian is the default value for most supported languages, whereas for some languages the default format might be different.
    Form Size
    This setting changes the size of the fields and buttons.
    Note: This is only available in the new H5 UI.

    Default: Compact

    Row Size
    This setting changes the row height of the data grid.
    Note: This is only available in the new H5 UI.

    Default: Compact

    Enable Classic UI
    This setting switches the new UI to the classic H5.

    For existing tenants, the default value is enabled while for new tenants, default value is disabled. If disabled, the new generation UI replaces the classic H5.

    Note: Classic UI is only available for Infor Ming.le.
    Enable browser autofill
    This setting automatically fills the text fields using saved input. This setting overrides the Enable Favorites personalization feature.
    Note: Ensure that the 'Save and fill addresses' setting in Chrome is also enabled to make the autofill work.

    This is only available in the new H5 UI.

    Default: disabled

  3. In the Application settings section, enable or disable these settings:
    Expand filter options
    If enabled, this setting expands the Filter Options for applicable programs regardless of its last state (expanded or collapsed). When disabled, the last state of the Filter Options is saved.

    Default value: disabled

    Enable Excel export
    If this setting is enabled, users can use the Export to Excel function.

    Default value: enabled

    Enable Link Manager
    If this setting is enabled, users can use the Link Manager function. For administrators, the Link Manager is always available.

    Default value: disabled

    Enable automatic publishing of Infor Business Context

    If enabled, Infor Business Context messages are published from the panels in M3 H5. The Context messages are consumed by context applications in Infor Ming.le or context widgets in Infor OS Portal.

    Default value: enabled

    Enable Google Sheets Export
    If this setting is enabled, users can use the Export to Google Sheets function.

    Default value: disabled

    Google Sheets API key
    This field must contain the API key that enables users to access and view data in Google sheets.

    See information about generating the API key in Enabling Google Sheets API.

    Enable the personalization tools
    If this setting is enabled, users can access the personalization tools.
    Note: The cache on the server is cleared automatically when personalization tools are enabled. Running clients must be signed in after loading the updated personalization.

    Default value: enabled

    Enable conditional styles
    If enabled, users can create conditional style personalizations.

    Default value: enabled

    Enable favorites
    If enabled, users can create favorite personalizations.
    Note: This setting applies to the input field-based favorites, which are stored values in specific fields or also known as textbox history.

    Default value: enabled

    Enable hidden field
    If enabled, users can create hidden field personalizations.

    Default value: enabled

    Enable hyperlinks
    If enabled, users can create hyperlink personalizations.

    Default value: enabled

    Enable labels
    If enabled, users can create label personalizations.

    Default value: enabled

    Enable mandatory fields
    If enabled, users can create mandatory field personalizations.

    Default value: enabled

    Enable scripts
    If enabled, users can create scripts personalizations.

    Default value: enabled

    Enable saved search queries
    If enabled, users can save search queries personalizations.

    Default value: enabled

    Enable shortcuts
    If enabled, users can create shortcut personalizations.

    Default value: enabled

    Enable tab order
    If enabled, users can create tab order personalizations.

    Default value: enabled

    Enable view
    If enabled, users can create view personalizations.

    Default value: enabled

    Enable use of favorite name for MForms
    If enabled, the defined name is used by the program launched from the Favorites list.

    Default value: disabled

    Enable program re-initiation on time out
    If enabled, this setting provides an option for allowing to re-initiate when program has timed out.
    Note: This is only available in the new H5 UI.

    Default value: disabled

  4. Click Save.