Presentation level personalization

Presentation level personalization refers to the ability to call agency-defined applets from Infor Public Sector page controls, such as buttons or check boxes. For example, you might want to use an external program to verify the addresses entered for building permit applications. Using presentation level personalization, you can modify the Next button on the first page of the Start Application process to call a method that will check the address entered for the application. This method might send the address to an external system for verification and only allow the application to proceed if the address is correct.

You can also use the Infor Public Sector Workflow Manager to call external methods, but the Workflow Manager works with business objects rather than page controls. Because each business object has a limited number of event handlers that can call external methods, business level personalization provides fewer options than presentation level personalization.

If you used the Workflow Manager in the above example, the address verification method must be called from the BuildingApplication object’s AfterAdd event, which doesn’t occur until the last page of the Start Application process. If an address can’t be verified, you must then return to the first page to correct it. With presentation level personalization you can check the address from the first page.

Setting up presentation level personalization for Infor Public Sector is a three-step process:

  1. Add the assemblies containing the personalized methods to the Infor Public Sector server.
  2. Modify the agency personalization configuration file.
  3. Use the Page Editor to add agency methods to page controls.
Note: See the Infor Public Sector Reference Guide download for a code sample. The presentation-level personalization example can be found in the CodeSamples\Code\UserInterface directory.