| Personalize ERP sessions |  |
| Introduction You can personalize ERP sessions to your own preferences. The following options are available: Personalize Form (for ERP LN back-ends with Enterprise Server 8.6 or lower) Personalize Form (for ERP LN back-ends with Enterprise Server 8.7 or higher) Personalize Menu Personalize Toolbar Personalize the columns in a grid (for ERP LN back-ends with Enterprise Server 8.6 or lower) Personalize the fields in an overview session (for ERP LN back-ends with Enterprise Server 8.7 or higher) Miscellaneous options Personalize Form (for ERP LN back-ends with Enterprise Server 8.6 or lower) Use this option to hide/unhide form fields and change field labels. This option is only supported in ERP LN. Important! You can only use this option if the Application Personalization check box in your user data template properties on the ERP LN server ( User Data Template (ttams1110m000) session) is selected. In overview sessions, you can only use this option to personalize view fields above the grid, if any. To personalize the columns in the grid, use the Personalize Columns command. To personalize a form: Click the Personalize Form ... command on the session's View menu, or click the pencil button on the session's status bar. A dialog, where you can hide/unhide form fields and change field labels, appears. See the following figure for an example: Personalize form - Hide Search Key field and Employee - Service Data button Personalize the form: Click the open eye button to hide/unhide a field, or a field group, or a command button. Click the pencil button to change a label. The following dialog appears: Change appearance of Employee label Click OK to save the changes to the label, and to return to the form personalization dialog. If the form contains Customer Defined Fields, you can hide/unhide and move these fields: In the form personalization dialog, click CDF. The PERSONALIZE CDF dialog appears. See the following figure for an example: The left pane in this dialog shows the hidden Customer Defined Fields. The right pane shows the fields and groups currently visible in the form. Hide/unhide or move a Customer Defined Field: To unhide a Customer Defined Field, select the Customer Defined Field in the left pane. Then select a field or group in the right pane, and click the arrow right button. The Customer Defined Field is placed directly below the selected field or group. To hide an already visible Customer Defined Field, select the Customer Defined Field in the right pane and click the arrow left button. To move an already visible Customer Defined Field to a different position on the form, select the Customer Defined Field in the right pane and click the arrow up or arrow down button. Click OK to save the changes, and to return to the form personalization dialog. In the form personalization dialog, click Save and Close to save the personalizations, and to return to the session. The following figure shows an example of a personalized session: Personalized Employees form Note If you want to restore the original form settings in a personalized session, click Reset to defaults in the form personalization dialog. Personalize Form (for ERP LN back-ends with Enterprise Server 8.7 or higher) Use this option to hide/unhide form fields and change field labels. This option is only supported in ERP LN. Important! You can only use this option if the Application Personalization check box in your user data template properties on the ERP LN server ( User Data Template (ttams1110m000) session) is selected. In overview sessions on ERP LN back-ends with Enterprise Server 8.7 or higher, you can use this option to personalize view fields and columns in the grid. To personalize a form: Complete one of these steps: Click the pencil button on the session's status bar. On the session's View menu, select Personalize Form .... The Personalize Grid (ttadv9210m100) session starts. Personalize the form. You can perform various actions, such as: Format fields (Bold, Italic, etc.). Change the label texts of fields. Hide or unhide fields. Change the order of fields. See the online help of the Personalize Grid session. Save the changes and close the Personalize Grid (ttadv9210m100) session. Personalize Menu ( ERP LN only) Use this option to hide/unhide commands in the session's Specific menu or Print menu. This option is only supported in ERP LN. You do not need any authorization to use this option. To personalize the session's Specific menu or Print menu: On the session's View menu, click Personalize Menu .... The Personalize Menu dialog appears. Select one of the following options from the list: Specific Menu: To hide/unhide commands in the Specific menu, which are available in all tabs of the session. Print Menu: To hide/unhide commands in the session's File/ Print menu. Tab-specific (on current tab): To hide/unhide commands in the Specific menu, which are available only in the current tab of the session. Use the arrow buttons to hide/unhide commands. See the following figures for an example. Hide a command in the Specific menu - Select command and click arrow button Hide a command in the Specific menu - Command hidden Personalize Toolbar ( ERP LN only) Use this option to hide/unhide buttons (form commands) in the session's secondary toolbar. This option is only supported in ERP LN. You do not need any authorization to use this option. Various sessions have a secondary toolbar with session-specific commands. See the following figure for an example. Session with secondary toolbar To hide/unhide commands in the session's secondary toolbar: On the session's View menu, click Personalize Toolbar .... The Personalize Toolbar dialog appears. Use the arrow buttons to hide/unhide the buttons in the toolbar. See the following figure for an example. Personalize Toolbar dialog Personalize the columns in a grid (for ERP LN back-ends with Enterprise Server 8.6 or lower) This option is supported in BaanIV, Baan5.x and ERP LN. Note: In ERP LN, you can only personalize the grid if the Application Personalization check box in your user data template properties on the ERP LN server ( User Data Template (ttams1110m000) session) is selected. In BaanIV and Baan5.x, you do not need any authorization to personalize the grid. To personalize the columns in the grid in an overview session: Right-click a column header and, on the shortcut menu, select Personalize Columns. The example dialog below appears. Personalize the columns: Use the left and right arrow buttons to hide and unhide columns in the grid. Use the up and down arrow buttons to change the order of columns in the grid. Click OK to close the dialog. If an overview session contains Customer Defined Fields, you can hide/unhide these fields in the same way as the 'normal' fields in the session. An overview session can contain multiple tabs. You can personalize the columns on each tab separately. Unlike 'normal' fields, Customer Defined Fields are not linked to a specific tab but belong to the session as a whole. By default, when you personalize the columns of a tab, all Customer Defined Fields of the session are displayed in the Hidden pane in the PERSONALIZE COLUMNS dialog. Per tab, you can hide/unhide the desired Customer Defined Fields. You can make the same Customer Defined Field visible on multiple tabs. Personalize the fields in an overview session (for ERP LN back-ends with Enterprise Server 8.7 or higher) In ERP LN, you can only personalize the fields in an overview session if the Application Personalization check box in your user data template properties on the ERP LN server ( User Data Template (ttams1110m000) session) is selected. To personalize the fields in an overview session: Complete one of these steps: Click the button above the grid. Click the pencil button on the session's status bar. Right-click a column header and, on the shortcut menu, select Personalize Columns. On the session's View menu, select Personalize Form .... The Personalize Grid (ttadv9210m100) session starts. Personalize the columns in the grid and the view fields above the grid, if any. You can perform various actions, such as: Format view fields (Bold, Italic, etc.). Change the label texts of view fields. Hide or unhide view fields and columns in the grid. Change the order of columns in the grid. For enumerated (list box) values in the grid, select whether you want to view the descriptions or the corresponding icons. See the online help of the Personalize Grid session. Save the changes and close the Personalize Grid (ttadv9210m100) session. Miscellaneous options These options are supported in BaanIV, Baan5.x and ERP LN. Right-click a column header in an overview session to display a shortcut menu with these options:
Personalize Columns | Personalize the fields in the overview session.
Remove this Column | This option is only available for ERP LN back-ends with Enterprise Server 8.6 or lower. Select this option to hide the selected column.
Freeze this Column | Select this option to freeze the selected column. This is especially useful in wide screens. The frozen columns are always visible, even if you scroll horizontally to the other side of the session window.
Reset Grid Layout | This option is only available for ERP LN back-ends with Enterprise Server 8.6 or lower. Select this option to restore the original column settings.
Easy Filtering | Select this option to switch Easy Filtering on or off. For details, refer to Easy Filtering. You do not need any authorization to use this option.
Instant Filtering | Select this option to switch Instant Filtering on or off. For details, refer to Instant Filtering.
Match Case | Select this option to make the filter case sensitive. For details, refer to Match Case.
Field Help | Select this option to display the online help of the column.