Customizing pages

Many application pages are customizable. From these pages, you use the Customize Page pane to make changes to when and how page elements (controls) appear. You can customize particular pages for all roles or select roles.

Page customizations are not overridden by updates to the application.

You can customize if and how most page elements appear, including:

  • Sections and section titles

  • Fields and field labels

  • Whether sections or fields are required

  • The tab strip and tabs

  • Buttons and button labels

  • Text attributes, such as font, color, and format

  • Margins, borders, and padding around text

Accessing the Customize Page pane

If a page is customizable, you can access the Customize Page pane from your user menu. If the Customize option does not appear on your user menu for any page, your role may not be authorized to customize pages.

To open the Customizer pane, follow these steps.

  1. Go to the page you want to customize.

  2. Go to User menu > Customize.
    The Customize Page pane opens.

    image1

    Note: If you want to customize a pop-up window, you must open the Customizer pane from the pop-up window’s parent page.

Once it has been opened, the Customize Page pane remains active until you click Exit Customizer.

You can change the panel’s transparency and collapse or expand the pane on any customizable page.

  • To expand or collapse the panel, click image2 Expand/Collapse.

  • To reduce the panel’s transparency, click image3 Reduce Transparency.

    image4

  • To reset the panel’s transparency, follow these steps.

    1. Click image3 Reduce Transparency.

    2. Click image2 Expand/Collapse.

Overview of the Customize Page pane

The Customize Page pane provides access to all of the customizable elements, or controls, for a page. You open it from your user menu for any page that can be customized.

image5

The Customizer pane contains four sections:

  • Roles list

    You can customize a page for all roles or select roles.

  • Choose a Control list

    A control is a page element. Each control has a list of customizable properties. Controls that previously have been customized appear in bold.

    image6

  • Customizable properties

    Each control has a list of customizable properties. Customizable properties manage the appearance of controls, including:

    • If a control, such as a section or field, is visible or hidden

    • If a field is required or read-only

    • The appearance of text and how it is formatted

    • ToolTip text

  • Command buttons

    The command buttons allow you to preview, discard, and clear changes as you customize the page without having to save changes.

    • Click Preview to view the customization to the page. Your changes are not saved.

    • Click Save to save and apply any customizations you have made.

    • Click Revert to undo all customizations you have made since the page was last saved.

    • Click Clear to clear any customizations you have made for the currently selected control.

    • Click Exit Customizer to end and exit the session. Any unsaved changes will be lost.

Preventing users from customizing pages

Users are able to access the Customize Page pane and customize pages by default. You can disable access to the Customize Page pane by user role.

To disable access to the Customize Page pane, follow these steps.

  1. Go to Menu > Configuration > Settings Manager.
    The Settings Manager page opens.

  2. Do one of the following:

    • If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].

    • If you want the setting change to apply to a specific role, select it in the Role field.
      A message asks you to verify that you want to change the role. Click OK to continue.

      Note: If the setting has already been changed for at least one role, its text label is bold and italic.

  3. Click these tabs: General > Core > Misc Info.

  4. In the Misc Info section, clear the Enable Field Customizer checkbox.

    image7

  5. Click Save.
    A message appears at the top of the page, stating your settings were saved successfully.
    If you are making changes for a specific role and this is the first time the setting has been changed for any role, the text label style changes to bold and italic.

Understanding customizable controls

A control is a page element. The Customize Page pane provides a list of controls for each page.

  • Not all controls are customizable. Controls that are not customizable are shown in italics. They are designated as (Container Only). These controls are included in the list to reflect the organizational hierarchy of page elements.

  • Controls that previously have been customized appear in bold.

    image8

Select a control from the Choose a Control list to view its customizable properties.

image9

Customizable properties depend on the type of control. For example, all control types have options for making the control visible. Only the AxnTextBox control type has an option to be set as read-only.

To customize a control, follow these general steps.

  1. Select a role for which the customizations should apply.

    Note: Unsaved customizations are discarded if you change the role.

  2. Select a control to customize.

  3. Make customizations using the list of customizable properties.

    Notes:

    1. For any property, you must select the checkbox in the Customize column for the customization to be applied.

    2. You can clear the checkbox in the Customize column to remove any customizations and restore the default configuration for a property.

You can preview customizations at any time. Changes are maintained until you click a command button, change the role, or log out.