Infor Public Sector Agency Personalization Administration Guide (Cloud)

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About this guide
Related topics
Filter codes
Adding a filter
Adding a filter group
Filters for Rhythm for Civics
Configuring filters for Rhythm for Civics
Data structure
Product Families tree nodes
Schema Manager lock error
Product families
Defining a product family
Editing product family information
Deleting a product family
Synchronizing a product family
Table definitions
Table types
Defining a table
Creating or updating a table in the database
Moving a table definition
Viewing a create table statement
Viewing referencing tables
Deleting a table definition
Columns
Adding a column to a table definition
Domains
Adding a domain to a table definition
Defining a popup
Indexes
Adding an index to a table definition
Filters
Adding a filter to a table definition
Constraints
Adding a primary key constraint to a table definition
Adding a foreign key constraint to a table definition
Linking a column to a foreign key constraint
Adding a unique key constraint to a table definition
Adding a check constraint to a table definition
Adding a check constraint to a column
Adding a check constraint to a domain
Enumerations
Defining an enumeration collection
Editing an enumeration collection
Deleting an enumeration collection
Defining an enumeration
Editing an enumeration
Deleting an enumeration
Data bundles
Creating a data bundle category
Creating a data bundle
Clearing the publishing history
Updating object schemas
User interface
Content Manager overview
Menu Groupings tree nodes
Limitations
Committing temporary changes
Data links
Linking a page to a business object
Editing a linked business object
Control collections
Adding a control collection for a link
Revision history
Looking up Content Manager revisions
Reverting to a previous revision
Rolling back Content Manager changes
Page Builder
Creating a detail page for an existing table
Creating a detail page for a new table
Copying a detail page
Generic detail pages
Page Editor
Page Editor keyboard shortcuts
Controls
Format types for controls
Adding a control to a page
Binding controls
Adding a control for a business object property
Adding a code definition field
Adding a drop-down box
Adding a grid to a detail page
Changing the tab order
Granting access to a control
Validation
Control properties
Address properties
Button properties
Predefined button types
Context menu item properties
Check box properties
Drop-down box properties
Drop-down box item properties
Edit box properties
Grid properties
Grid column properties
Group area properties
Group box properties
HTML area properties
Label properties
Script area properties
Search range properties
UCC properties
UCC applets
Rules
Enabling and disabling controls
OpenAgencyPopupSearch
JavaScript API
Functions
Options
Events
Examples
Announcement banner
Setting the announcement banner
Clearing the announcement banner
Enhanced search
AutoComplete
AutoComplete indexes
AutoComplete Index Manager
Configuring AutoComplete
Customizing the display
Custom queries
Employee filtering
Filters
Adding indexes
Phonic searches
Performance tuning
Using an external service
Example
Troubleshooting
Additional resources
AutoComplete configuration
Delegates
Filters
Indexes
Response binds
Reports
Global report settings
Null records in reports
Birst reports
Formula reports
Report formulas
Calling reports from workflow formulas
IDM document output reports
Creating the XML file
Creating the template
Uploading the template
Email output for IDM document output reports
Using IDM document output reports in Batch Manager tasks
Out-of-the-box reports
Final bill report
Adding reports
Adding a report to a new page
Adding a report to an existing page
Setting the order of reports
Adding a general report
Disabling a report
Deleting a report
Deleting all reports on a page
Report types
Configuring an attachment report
Configuring a Birst report
Configuring a file system report
Configuring a formula report
Configuring an IDM document output report
Configuring an Infor Reporting report
Configuring a keyword report
Configuring a URL report
Email settings
Additional report properties
Adding reports to lookups
Allow Report formulas
Report parameters
Adding component list parameters
Adding an additional query parameter
Adding a user option parameter
Workflow
Business Objects tree nodes
Bypassing workflow
Event handlers
Writing a formula for an event handler
Referencing an existing formula
Referencing an external method
Enabling a formula or method
Disabling a formula or method
Creating an event handler
Agency formula groups
Adding a formula to an agency formula group
Custom assemblies
Adding a custom assembly
Revision history
Reverting to a previous version of a formula
Calling external services
Response logging
Custom variables
Data types for custom variables
Defining a custom variable
Formulas
Formula Editor Methods and Properties tree nodes
Formula Editor tabs
Writing a formula
Snippets
Editing snippets
Search and replace in the Formula Editor
Adding product family references
Address properties in formulas
SQL queries in formulas
External methods in a formula
Downloading source code
Rebuilding formulas
Breaking a compilation lock
Multi-tenant formula restrictions
Configuration transfer
Preparing to use the Configuration Transfer tool
Using the Configuration Transfer tool
Configuration transfer screens
After the transfer
Transferring configured asset types
Configurations
Core
Asset Management
Billing
Cashiering
CDR
Customer Service
Incident
Meter Management
Work Management
Troubleshooting
Authentication errors
File restrictions
Debug mode
Setting the timeout
Deleting temp files
Definition Manager
Transferring configurations
Tagging data
Configuration data
Packages
Creating a package
Transferring configurations from a package
Notifications
Notification templates
Adding a notification template
Editing a notification template
HTML in notification templates
Input parameters
Expressions in notification templates
Notification formulas
Intercepting notifications
Messaging
Messaging components
Inbound messaging
Outbound messaging
Formulas for outbound messaging
Message queuing
Messaging logs
Looking up messaging logs
Messaging log status codes
Reprocessing inbound messages
Resubmitting outbound messages
Ignoring messages
Purging messaging logs
Messaging deployment
Formatters
Listeners
Handlers
Mappers
Processing managers
Processor extensions
Authorized applications
Adding an IPS authorized application
Resetting the secret for an IPS authorized app
Adding an ION API authorized application
Service profiles
Creating a service profile
Configuration formulas
Using service profiles in formulas
Data Management
Mapping file basics
Data files
Data Management samples
Import mapping
Steps
Step order
Optional steps
Drilling down
Using variables
Metadata and defaults
VariableId
Step actions
Update and Create, Update
Select and Lookup
Sync
Linking steps
Conditional steps
Extended actions
Formatters
Behaviors
IgnoreEmptySpace
ReturnObjectXML
UseSetProperty
Export mapping
Linking steps
Drilling down
Search collections
Formatters
UTC conversion
Element reference
Import mapping
<DataImport>
<Information>
<Metadata>
<Defaults>
<Namespaces>
<Formatters>
<Steps>
<Link>
<Outputs>
<Inputs>
<Mappings>
<ExtendedAction>
Export mapping
<DataExport>
<Information>
<Metadata>
<Defaults>
<SearchCollection>
<Namespaces>
<Formatters>
<Steps>
<Link>
<Variables>
<DataMappings>
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