Personalize feature

You can use the Personalize feature to customize windows, pop-up windows, and features and functions in the left panel.

The Personalize feature is comprised of the Personalize window and the SA Personalization Administration function. The Personalize window provides access to the layout of the user interface (UI) that you use to change the UI. When you save the changes, a SA Personalization Administration record is created. You can modify, copy, and delete the personalization records. If you change the level when you modify or copy a record, the UI changes are applied, based on the hierarchy of personalization levels. When you delete a record, the UI that is restored is also based on the hierarchy.

The UI is comprised of components such as fields, buttons, grids, grid columns, toolbars, field sets, tab sets, expandable areas, and sub views. On the Personalize window, these components, referred to as controls, are displayed in containers that are outlined by dotted lines. A window can contain multiple containers. The controls can be nested and arranged in rows and columns within the containers. Containers that are gray are not displayed in the live UI.

This table shows where you can access the Personalize feature:

If a function is comprised of multiple windows, you must access the window you want to personalize before you access the Personalize feature.

Personalization levels

Personalization can occur at the user, profile, or company level. The Save/Load Web Modifications setting on your SA Operator Setup record determines the levels at which you can perform these actions:

• Save or load in the Personalize window
• Save in SA Personalization Administration

When you access the Personalize window, you must select the level of personalization you want to load. The UI layout for the selected level is displayed on the Personalize window. If you select a level that has not yet been created, your current UI layout is displayed. To change the level after you access the Personalize window, select More Actions > Change Options.

To create or maintain the level, you must save the layout. If the level you save meets these one of these requirements, your live UI updates the next time you access the function:

• The saved level is the same level as the level that is applied to your live UI.
• The saved level is a higher level than the level that is applied to your live UI.

To delete a level, select More Actions > Reset to Default Layout.

Control selection

To personalize a control, you must select it. To select a button or tab, click it. To select other controls, you must click the associated action icon.

When you hold your mouse over an action icon, the type of control is displayed. If the control is nested inside other controls, the action icons for the related controls, row, and column are also displayed.

When you click an action icon, the personalization options for the control are displayed. Typically, you can edit and move the control. For some controls, such as Sub Views or Custom Controls, you can access a subsequent Personalize window.

You cannot select user fields on the Personalize window. User fields are set up and maintained in SA Administrator Options-System. To make the user fields visible, you must unhide the User Fields section.

Control edit options

The edits that you can make to a control depends on the functionality of the control. This list includes the changes that are available in the Edit Control window:

• Auto Focus

  Select this option to make this field active when you first access a view or section in the live UI.

• Collapsed

  Select this option to set the default state of a section on a page as collapsed. If certain conditions must be met before a section is available for expansion, then you cannot personalize it. This message is displayed on the Edit Control window: This control has collapse logic that cannot be changed.

• Color

  Click the down arrow to select a color from the color picker to add static color to the control. For grid columns, we recommend that you select colors within the 01 range, such as Slate01, in the first column from the right. For other controls, we recommend that you select colors within the 03 range in the third column from the right.

  You can also specify a hexademical color code in the field. You can obtain a hexademical color code from an online color selecting tool. If you specify a hexadecimal color, then ensure that you can read the text in the light, dark, and high contrast themes.

  You can use personalization to override most default colors. The exception is controls with colors that are based on conditions. If you cannot change the default color for a control, then this message is displayed: The control has dynamic color that cannot be changed.

• Custom Label

  Specify a different label for the control.

• Default Sort

  Select ascending or descending order for a grid column, or leave blank. Use this field to determine how the records are displayed in a grid. Set the default sort order for only one column in the grid. The Default Sort field for all other columns must be blank.

• Hidden

  Select this option to hide the control. If this option is currently selected, the control is gray. Additionally, a message in the Edit Control window indicates that the control is excluded from the window.

• Size

  Select an alternate size for the control field.

• Width

  Specify the width of the column in pixels. If you sized a column with your mouse, then the width is displayed in this field.

Control position

If you select Move after you select a control, you can move a control back or forward. If you move a control in a column, the control moves up or down. You can also drag the control to another location. If you attempt to move a control that cannot be moved, an error occurs.

You cannot move a control to another container except in Advanced Line Entry in Sales Order Entry, Purchase Order Entry, and Transfer Entry. The Personalize window for Advanced Line Entry contains Extended Fields area and an Available Fields section. The Available Fields area is hidden and contains the controls you do not want to display in the visible Extended Fields area. You can move the controls between the two sections.

To make a control in a hidden container available, make the container and the control available. Hide the other controls in the container that should remain unavailable.

Grid column width

Grid columns are automatically sized, based on the contents of the column. If you re-size a column, it becomes static and does not adjust to the contents of the column. The last column in a grid might not display at your specified width. It might extend automatically for visual purposes.

To change the width of a column, use your mouse or specify the width in the Edit Control window for the column. To return to the default setting for the column, clear the width in the Edit Control window.

You cannot re-size the selection, drill-down, and row expanded columns.