The following user preferences can be defined on the User Settings form:
Culture - Culture settings determine the language and numeric and date format of the Essential user interface. The software must be translated into the language represented by the Culture setting selected to activate the setting. Refer to Culture Settings and Localization for additional information.
Default Module - The default module is displayed after logging into Essential.
Default Page - The default form is displayed after logging into Essential.
Default Entity - The default entity is prominently displayed at the top of the Enterprise Entities list in the Essential Hierarchy view to expedite the entity selection process. You must have add, update, or delete access to the entity designated as the default entity.
Navigation Skin - Select the formatting option for the Navigation Tree.
Default to Tab View - This default setting arranges the sections on data entry forms into tabs instead of sequentially. The default can be overridden for a particular form by clicking the Disable Tab View link on the form. Likewise, when the sections are arranged sequentially on a particular form, an Enable Tab View link is available. Refer to Data Entry View for additional information about this setting.
Shortcuts - Specify the forms and/or reports used most often. The links to the selected forms/reports will be available on the first level of the Navigation Tree.
Log out of Essential and log back in to activate your new preferences.
For instruction on how to set user preferences, click the following links or use the scroll bar to scan the page.
|
|
|
In the User Defaults section on the User Settings form, specify your culture setting, default module and form, default entity entry, and navigation skin.
To set user defaults
Click the Welcome
label link in the Navigation Tree
or click the Preferences link
in the title bar above the form display panel (left of the Help
button. The link available depends on the active navigation skin.
The User Settings form is displayed.
Expand the User Defaults section when necessary.
Select a Culture from the list. Essential must already be translated into the language represented by the Culture setting selected to activate the setting.
Select the Default Module and corresponding Default Page (form) from the list for each field. The list of forms available are based on the module selected.
Select a Default
Entity from the list. You must have add, update, or delete
access to the entity selected.
Tip: To remove an entity association, select the entity,
press the Tab key to delete
it from the Default Entity
field, and then save the record.
Select a Navigation Skin from the list.
Clear the Default to Tab View check box to view sections arranged sequentially on data entry forms instead of with tabs. Refer to Data Entry View for additional information about this setting.
Click Save.
Log out of Essential and log back in to activate your new preferences.
Specify the forms and/or reports used most often in the Shortcuts section on the User Settings form. The links to the selected forms/reports will be available on the first level of the Navigation Tree.
To add shortcuts
Click the Welcome
label link in the Navigation Tree.
The User Settings form is displayed.
Expand the Shortcuts section when necessary.
Select a Module and corresponding Object (form or report) from the list for each field. The list of objects available are based on the module selected.
Enter a number in the Order field that represents the form's or report's position in the list of shortcuts.
Click Save.
The shortcut information is displayed as a line item in the Shortcuts
section. Change existing information using the buttons adjacent to
the line item.
Repeat steps 3 through 5 to add other shortcuts.
Click Save.
Log out of Essential and log back in to activate your new preferences.
|
|
|
|
|
