Personalization Options

1.5.3 Personalization Options

You can personalize the data displayed in setup tables. Once personalized, system saves the settings for that User ID until next personalization.

Figure 1-16 Personalization Operations

Description of "Figure 1-16 Personalization Operations"

The table below gives a snapshot of them:

Table 1-8 Personalization Options

Options	Description
View	Click to personalize your view. The drop-down list provides the following options of customization: Customize columns you wish to view Sort the order of displayed data Reorder columns Additionally, the drop-down list provides selection of options adjoining View. Description of the illustration viewoptions.png
Format	Click to resize columns or wrap a data in the table cells. Description of the illustration formatoptions.png Select the column you need to resize and select Resize Columns option from the Format drop-down list. Description of the illustration resize_columns.png Specify the Width and unit for the selected column. Click OK to apply changes and Cancel to revert.
Query by Example	Click to query for the data by an example. When this option is selected, the system displays an empty row above column heads. You can specify all or any of the details of the record you wish to query. Description of the illustration querybyexample.png
Freeze	Select the column at which you need to freeze the table and click Freeze. Function is similar to the freeze option in MS excel.
Detach	Click to detach the setup table from the screen. An example of the detached table is provided below.
Wrap	Select the column in which the data needs to be wrapped and click Wrap. Description of the illustration wrap.png
	Click to refresh the data in the table.
View Last	For usability and performance, some of the data intensive screens have View Last option to sort the volume of data being displayed on screen based on elapsed days. Description of the illustration viewlast.png You can select the View Last option as 1 Day / 1 Week / 1 Month / By Date. When By Date is selected you can specify a date range (within 3 months) in Start Dt and End Dt fields using the adjoining calendar and clicking Search.

Print option in Customer Service screen

The Print button option in Customer Service/Collection screen facilitates you to print the contents on the screen as is without scroll bars. This button is available along with other options in the Action block. Clicking on this provides a browser print functionality and a new tab is opened where the print content is displayed.

Detach

Figure 1-17 Detached Table

Description of "Figure 1-17 Detached Table"

Click Add, Edit or View button to open a new screen in expanded mode with details.

Drop-down List

The system provides an option to select the required data from LOV, for few fields. You can either select the record from list or enter first alphabet of the value you want. When you provide the alphabet, system limits the selection to the values starting with the specified alphabet. These lists are grouped into two types:

Drop-down list – Provides the selection option. You can either select a record from the list or enter first alphabet of the required value.
Combo drop-down list – The LOV contains huge data and provides both selection and search option. These drop-down arrows are smaller in size, when compared to normal drop-down arrows, thus enabling easy identification.

Figure 1-18 Combo drop-down

Description of "Figure 1-18 Combo drop-down"

Click the arrow button available before Search to toggle the search options.

Table 1-9 Search options

Buttons/Menu	Do this
Basic	Click Basic for normal search.
Advanced	Click Advanced for advanced search. In this mode, you can select the search option from drop-down list adjoining the search criteria. Selected record will be highlighted (Hover to select).
Match	Select All to display results exactly matching the specified characters. Select Any to display results matching any of the specified characters.
Search	Click to search for values based on the specified search criteria. The search results are displayed below with the details in respective columns.
Reset	Click to reset the search criteria.
Add Fields	Click to add additional fields to search criteria.

The search criteria are provided below the Match field. These criteria vary based on the Field for which the search is executed.

Also, the system remembers your recent search options and demarcates them from the actual ones.

Figure 1-19 Search Memory

Description of "Figure 1-19 Search Memory"

Comments

In all the user input screens wherever comments are accepted, the system allows an input of 4000 characters of information in the comment(s) field.

Parent topic: Common Operations