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. You can implement this 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 User settings, enable or disable these settings:

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

    Display system messages in dialog window
    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

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

    Default: enabled

    Display company and division information on the toolbar
    If enabled, this setting shows the company and division information on the toolbar.

    Default: enabled

    Show Program ID on program tab
    If enabled, this setting shows the program ID beside the program name.

    Default: disabled

    Display label tooltips
    If enabled, this setting shows the full description of column header labels.

    Default: disabled

    Display help tooltips
    If enabled, this setting shows a help tooltip on mouse over.

    Default: disabled

    Right align labels
    If enabled, this setting aligns the field labels to the right.

    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

    Position cursor in end of input 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: 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: enabled

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

    Default: enabled

    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

    Use Infor OS Portal display options
    This setting changes the display option and accent color of H5 to match the current settings of your Infor OS Portal.
    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

    Enable browser autofill
    If enabled, 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.

    Default: disabled

    Standard option
    If enabled, 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)

    Accent color
    Select from the available colors to apply on the header.
    Calendar view

    This setting selects 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 is different.
    Start day of the week
    This setting changes the start day of the week in the calendar.

    Default value: Sunday

    Show week number in date picker calendar
    This setting shows or hides the week number in the calendar or date picker.

    Default: disabled

    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.

    Form Size
    This setting changes the size of the fields and buttons.

    Default: Compact

    Row Size
    This setting changes the row height of the data grid.

    Default: Compact

  3. In Application settings, 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 enabled, users can use the Export to Excel function.

    Default value: enabled

    Enable Link Manager
    If 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 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 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.

    Default value: disabled

    Enable New List

    If enabled, users can switch and try the new list component, which is being developed to improve the performance of the list.

    Default value: disabled

  4. Click Save.