Personalizations

Personalizations are changes that can be made to tailor the user experience through menu configuration and hiding of data elements. Personalizations are also changes that users can make to screens for themselves, including column sequencing and visibility. Customers can choose to give users the ability to use the tools that make personalization possible.

This section describes personalizations that can be made with the extensibility tools delivered with or available as options to this CloudSuite.

The personalizations are available in this tool:

  • Infor H5 Enterprise

H5 Enterprise

H5 Enterprise provides a large number of tools to assist users in personalizing their user experience. On-site administrators can choose which personalization options to make available to end-users. Options available for end-user personalization include:

  • Look and feel of forms. Among the changes users can make are:

    • Renaming field labels

    • Changing column labels and widths of columns

    • Removing fields and columns that are not needed for their tasks from their view of forms

    • Making fields required (or not required)

    • Changing default field values

    • Changing tab order (the order that a user moves through a form using the tab key)

Personalizations are menu-driven and easy for users to make. H5 Enterprise offers a feature called conditional styles which allows personalizations to be presented only on a condition that is specified by a user. For example, to make sure a user notes an upcoming due date, the user can specify a date range during which time a field would be presented in boldface red.

On-site administrators can restrict access to each available type of personalization through individual users or roles.

UI Scripting

H5 Enterprise support scripting within functions. Scripts contain small functions that runs when a specific event occurs. A script can, for example, add a button to a form and when the button is pressed a specific function in the script is called that might alter information shown on the screen. In H5 Enterprise scripts are written in JAVA script. Scripts are applied the same way as personalizations. An administrator can restrict who have the right to add scripts and if they should be applied to the whole system, certain roles, or specific users.