Personalization
Last updated
Last updated
Several options in the graphical Circulation interfaces allow you to personalize your view of the application. You can design your own read-only versions of tabs, rearrange standard tabs, and “dock” often-used tabs for quick reference. You can also change the labels of fields and other components to accommodate a local language or variance in industry terminology. You can save your personalized view and use it, or return to the standard view, any time you want.
The following table lists the personalization topics covered in this introduction.
A personalized tab contains read-only copies of standard tables, fields, and other components. You can add any components you wish to your personalized tabs.
To create a personalized tab:
Right-click on the background of any standard tab to display the context menu.
Select Add Personalized Tab. The Enter Tab Name dialog box is displayed.
Give your personalized tab a unique name.
Click OK. A new, empty tab is created.
After creating a personalized tab, you need to add components (tables, fields, etc.) to it individually. Components on a personalized tab are read-only; for example, you cannot change a field entry. They are dynamic, however. If you change an entry in the original field, your personalized copy will be updated to reflect the change.
In the following example, we will add some components from the Subscription tab to our personalized tab.
You can add a copy of an entire table or selected columns of a table to a personalized tab.
To do so:
Locate the table you want to copy.
Right-click on any cell of the table cell to show the context menu.
Select Add To Personalized Tab if you want a copy of the entire table, or Add Columns to Custom if you want only one or more columns of the table.
In our example, we need only the Product and Account columns, so we select Add Columns to Custom and then the name of our personalized tab.
Next, we need to choose the columns from the dialog box that appears and click OK.
When we go back to view our personalized tab, we can see that the columns have been added.
A panel is a collection of related components grouped together under a heading. Individual components must be assigned to a panel on a personalized tab.
To add a panel:
Right-click on the background of the personalized tab to show the context menu.
Select Add Panel.
Enter a name for the panel and click OK. The following example shows a new panel called Publication Info.
You can add a read-only copy of any of the following components to a panel on a personalized tab:
Text field
Text area
Date field
Check box
Combo box
To add a component to a panel:
Right-click in the component you want to add (not on the label) to show the context menu. Note: To add a combo box, right-click on the arrow instead of the field. For check boxes, you can click on either the check box or the label.
Select Add To Personalized Tab, the name of the personalized tab, and the name of the panel where the component should be placed. You can also choose to add the component to a new panel.
The following example shows that the Publication field has been added to the personalized tab.
The following example shows the tab with even more fields added.
To remove a component from a personalized tab:
Right-click on the component (not the label) to display the context menu.
Select Remove to remove the component.
To re-order components:
Right-click on a component you want to move.
Select Move Up or Move Down. The following example shows that the Status and Rate fields have been re-ordered.
To rename or remove a panel, right click on the panel name and select the appropriate option:
To rename the panel, select Change Title and enter a new name.
To remove the panel, select Remove Panel and confirm your choice. All of the panel’s components will be removed.
To “dock” a tab means to move it from its standard location to the side of the application window for easy reference at any time. Unlike a personalized tab, a docked tab is not a copy; it is the actual tab, and can be modified. In this example, we will dock the Complaints sub-tab of the Occupant tab, so that we can reference an occupant’s complaint history quickly.
To dock a tab:
Right-click on the tab you want to dock. For main tabs, you can right-click either on the tab name or the background of the tab. For sub-tabs, you must right-click on the tab name.
Select Dock Tab from the context menu.
The Complaints tab is removed from the Occupant tab and docked on the right side of the window.
To view a docked tab, you can:
Click on the docked tab to open it and keep it open. The tab will stay open until you click somewhere on the window besides the open tab.
Hover over it with your mouse pointer. The tab contents will appear. When you move the mouse pointer away from the docked tab, its contents will be hidden. Note that in order to use the hover feature, you must select Preferences from the Help menu at the top of the module and check the Auto Show Dockable Frame field.
The buttons on the upper-right corner of the docked tab window give you several options for displaying or hiding a docked tab. The following table describes these buttons.
Button
What it Does
Hide active auto-hide window. Closes the docked tab.
Toggle auto-hide. Keeps the docked tab open while you use (e.g., click) other parts of the application window. Click this button again to close the docked tab.
Close. Undocks the tab.
Toggle Floating. Places the docked tab in a separate, floating window that you can place anywhere on your computer window. Note: You must select Toggle Auto Hide first, before this button becomes available.
You have the ability to move tabs in order to rearrange them. To move a tab:
Right-click on the tab you want to move to show the context.
Select Move Tab.
Right-click on the tab in front of the position where you want to move the tab.
Select Paste Tab to paste the tab in its new location.
You have the ability to open a standard table (i.e., not a personalized table) in a new window. To do this, right-click in any cell of the table and select Open in New Window. A copy of the table will appear in a new window that you can resize and place anywhere on your window. To close the window, click the X in the upper-right corner.
Unless you save your personalized view, all of your personal changes (custom tabs, docked tabs, window size and position) will be lost when you exit the system. To save your personalized view, select Personalization | Save View from the Help menu. Then, in the dialog box that appears, enter a name for your view and click OK.
The next time you log in to the application, you can open your personal view by selecting Help | Personalization | Personalized Views and selecting your view.
You have the option to rename components (fields, check boxes, etc.) in Circulation. This can be useful, for example, if your primary language is not English, or if your newspaper uses a different term (e.g., “product”, “publication”, or “deliverable”).
To change a label:
Right-click on a component label and select Personalize. The Change Label dialog box appears.
Enter a different term or a translation in the New Value field.
Select the user or group of users this change will affect:
Current User—This change affects only the current user.
Current Group—This change affects only
All Users—This change affects all Circulation users.
Other User—This change affects only the user selected in the combo box.
Select the scope of the change:
This Instance Only—This change affects only the current instance of this module.
All Instances in Current Module—This change affects all open instances of this module.
All Instances, All Modules—This change affects all instances and all Circulation modules.
Click OK.
