LN - 10.7.3.1 - Infor LN UI User Guide
LN - 10.7.3.1 - Infor LN UI User Guide
Important Notices
The material contained in this publication (including any supplementary information) constitutes and
contains confidential and proprietary information of Infor.
By gaining access to the attached, you acknowledge and agree that the material (including any
modification, translation or adaptation of the material) and all copyright, trade secrets and all other
right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or
interest in the material (including any modification, translation or adaptation of the material) by virtue
of your review thereof other than the non-exclusive right to use the material solely in connection with
and the furtherance of your license and use of software made available to your company from Infor
pursuant to a separate agreement, the terms of which separate agreement shall govern your use of
this material and all supplemental related materials ("Purpose").
In addition, by accessing the enclosed material, you acknowledge and agree that you are required to
maintain such material in strict confidence and that your use of such material is limited to the Purpose
described above. Although Infor has taken due care to ensure that the material included in this publication
is accurate and complete, Infor cannot warrant that the information contained in this publication is
complete, does not contain typographical or other errors, or will meet your specific requirements. As
such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss
or damage to any person or entity which is caused by or relates to errors or omissions in this publication
(including any supplementary information), whether such errors or omissions result from negligence,
accident or any other cause.
Without limitation, U.S. export control laws and other applicable export and import laws govern your
use of this material and you will neither export or re-export, directly or indirectly, this material nor any
related materials or supplemental information in violation of such laws, or use such materials for any
purpose prohibited by such laws.
Trademark Acknowledgements
The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or
related affiliates and subsidiaries. All rights reserved. All other company, product, trade or service
names referenced may be registered trademarks or trademarks of their respective owners.
Publication Information
Release: Infor LN 10.7.3.1
Publication Date: September 14, 2020
Document code: lnui_10.7.3.1_lnuisettingsolh__en-us
Contents
Contents
Adding pictures............................................................................................................................40
Removing pictures.......................................................................................................................41
ION Workflow Support.....................................................................................................................41
Quick Flow.......................................................................................................................................42
Optimizing a process through Quick Flow....................................................................................42
Suppressing messages and questions........................................................................................43
Undoing the suppression of messages and questions................................................................43
Setting a default print action........................................................................................................44
Chapter 5: Introduction to Enterprise Modeler..............................................................................45
Using Enterprise Modeler processes..............................................................................................45
Starting an Enterprise Modeler process..........................................................................................45
Chapter 6: Internationalization........................................................................................................47
Contacting Infor
If you have questions about Infor products, go to Infor Concierge at https://concierge.infor.com/ and
create a support incident.
The latest documentation is available from docs.infor.com or from the Infor Support Portal. To access
documentation on the Infor Support Portal, select Search > Browse Documentation. We recommend
that you check this portal periodically for updated documentation.
If you have comments about Infor documentation, contact [email protected].
Chapter 1: Overview
Infor Ming.le-LN Plug-in is the web-based client user interface for various Infor applications, such as
Infor LN and Infor LN Enterprise Modeler.
Infor Ming.le-LN Plug-in requires Infor LN and Enterprise Server 10.3 or later.
Infor Ming.le-LN Plug-in runs in a page in Infor Ming.leTM.
The LN page in Infor Ming.le includes a side navigation bar and an application panel to activate the
display of LN sessions.
On the right side of the page is a collapsible panel that hosts Infor Ming.le context applications, such
as Posts and Related Information. Most of these context applications are not specific to the Infor
Ming.le-LN Plug-in. They are available in all applications in Infor Ming.le. See the Infor Ming.le User
Guide.
Search field This field has a magnifier icon and is located at the top of the side navigation
bar.
Specify, for example, a part of a session name or session code.
To search for multiple consecutive words, enclose the search string in double
quotes. For example, specify "Item Data".
The search only returns menu items, such as sessions. The search does not
return menu folders.
Note:
• By default, the search is performed on all levels in the navigation menu
tree.
• To search within a subtree of the navigation menu, right-click the desired
node of the navigation menu and select Search from Node.
LN menu buttons LN menu buttons are displayed if the LN menu browser is selected in your
or LN user data. Click these buttons to navigate through the LN menu structure
and start sessions. The menu buttons in the side navigation bar depend on
Enterprise Modeler
the start menu in your LN user data.
navigation buttons
When you click a session in the side navigation bar, the session is displayed
in the application panel.
Enterprise Modeler navigation buttons are displayed if the Enterprise Modeler
process browser is selected in your LN user data.
Options menu but- This is the last menu button in the side navigation bar.
ton See The Options menu on page 17.
Application panel
When you start an LN session or an Enterprise Modeler process, the session or process is displayed
in the application panel.
Session tabs
If you start multiple sessions, only the last session is displayed in the application panel. The other
sessions are still open. For each open session, a tab is displayed at the top of the LN page.
To switch to another open session, click the corresponding tab.
To close a session, click the cross icon in the corresponding tab.
Landing page
Depending on your user data template, the landing page is displayed in one of these ways:
• A single pane with the tiles of frequently used sessions.
• Three panes with favorites, bookmarks, and frequently used sessions.
Frequently used sessions are ordered from most used to least used. On the User Profile Details
(uigwt0102s000) page, under Preferences, you can select to order the sessions according to how
recently the sessions were started.
If the landing page only shows the tiles of frequently used sessions, you can perform these actions:
• To restart a session, click the corresponding tile. The session is displayed in the application panel.
• To remove a tile, hover the mouse pointer over the tile; then click on the cross icon in the top right
corner of the tile.
If the landing page contains three panes, you can perform these actions:
• Click an item in a pane to start the corresponding session, bookmark, or favorite.
• Right-click an item in a pane and select an action. You can, for example, perform these actions:
• Open Item: Starts the session, bookmark, or favorite. The item runs in the application panel.
• Open Item in new Window: Starts the session, bookmark, or favorite in a new window.
• Locate in menu: The side navigation menu is expanded to show the menu from which the
recently used session was started or from which the favorite was created.
• Delete Item: Delete the item from the pane.
• Delete All Items: Delete all items from the pane.
• Add to Favorites: Add a session to your favorites. The session is displayed in the LN Favorites
pane.
Shortcut
Button Description key
Save the changes made to the record and close the session. e
Save
Discard the changes made to the record. z
Revert to saved
Add a new record. c
New
Create a copy of a record. d
Duplicate
Delete the selected record. Del
Delete
Show the current record data. u
Refresh
Shortcut
Button Description key
Print a report. p
Click the down arrow button to view the available print ses-
Print sions.
Starts the Search session, which you can use to specify search f
criteria to find a record. You can only specify search criteria
Search for fields that are currently visible.
Click the down arrow button to view the available search in-
dices.
Performs an export based on the default export mechanism N/a
that is specified in your general export settings.
Excel More export options, and import options, are available in the
Actions menu.
See MS Excel integration on page 35.
Starts the Text Editor. t
This functionality is only available if Tools solution 1604255 or
Edit Text later is installed on the LN server. For earlier Tools versions,
you can start the Text Editor from the References menu.
Jump to the first record(s). Home
First record(s)
Jump to the previous record(s). Page Up
Previous record(s)
Jump to the next record(s). Page
Down
Next record(s)
Jump to the last record(s). End
Last record(s)
Create or find a group of records that all have the same value N/a
for one or for a few specific fields. These fields are displayed
New View at the top of the session. You can zoom to the appropriate
session to select the group record. To add new records to a
group, press Ctrl+N or click New ( ).
Copy a range of records from the current group to another N/a
group.
Copy records from After clicking this button, complete these steps:
one view to another
1 Select the first record to be copied.
2 Select the last record to be copied.
3 Specify the group to which the records must be copied.
Shortcut
Button Description key
Show the records of the first group. N/a
First View
Show the records of the previous group. Shift+Page
Up
Previous View
Show the records of the next group. Shift+Page
Down
Next View
Show the records of the last group. N/a
Last View
If you click this button, the Add to Bookmarks dialog box is b
displayed. Use this dialog box to create one or more bookmarks
Create Bookmark for the currently selected rows.
You can add the bookmarks to a new or existing group and
specify a title for the bookmarks.
You can access the created bookmarks from your landing
page.
If multiple rows were selected, the Add to Bookmarks dialog
box contains the Create Separate Bookmarks check box:
• If this check box is selected, an individual bookmark is
created for each of the selected rows. If you click such a
bookmark, the session opens with only the relevant row.
• If this check box is cleared, a single bookmark is created
for all selected rows. If you click this bookmark, the session
opens with all rows that were selected when you created
the bookmark.
This button creates a favorite item that you can access from N/a
the LN UI home page.
Create Favorite
Views Contains standard commands for LN sessions. N/a
See the "Basic Tasks" section in the Infor Web Help.
References Contains commands that are specific to the current session. N/a
These commands usually start related sessions and special
functions.
Actions Contains standard commands for LN sessions and commands N/a
that are specific to the current session. The session-specific
commands usually start related sessions and special functions.
Shortcut
Button Description key
Shows the online help for the current session. h
The button's menu includes these commands:
Help
• Properties (Ctrl+Shift+8)
Shows the session properties. See Viewing session prop-
erties on page 39.
• Help on the current session (h)
Opens a menu with commands to personalize the session, N/a
define conditional formatting, define customer defined fields,
etc.
See:
• Personalizing sessions on page 28
• Conditional Formatting on page 34
• Customer Defined Fields on page 38
Note:
• The shortcut keys only work in the command mode.
See Keyboard shortcuts on page 14.
• The menu bar can contain additional pull-down menus that are specific to the current session.
Signing in
1 Sign in to Infor Ming.le.
Open your internet browser and specify the Infor Ming.le URL.
Ask your Infor Ming.le administrator for details.
2 In the Infor Ming.le top navigation panel, click this icon to open the App Menu:
You are logged on to the server. During the log on process, the last login date and time are
displayed. This is useful, for example, to check if somebody used your user account during your
absence. Once you are logged on, the last login date and time are displayed in the status bar below
the application panel.
For more information about user profiles, see User profiles on page 20.
Signing out
1 In the Infor Ming.le top navigation panel, click this icon to open the User Menu:
Your current role is displayed in the status bar at the bottom of your browser window.
For details about personalizations, see Personalizing menus on page 32 and Personalizing sessions
on page 28.
Personalize Menu
Starts the Personalize Menu (ttadv9205m000) session.
See Personalizing menus on page 32.
Settings
This option opens a new window to manage the user settings.
See User profiles on page 20.
Debug bshell
Starts the Run time debugging of bshell (ttstpbshdebug) session.
Use this session to set or modify the various bshell debug options on runtime. See the session help.
These bshell debug options can also be set before runtime in the Command field in the Bshell
Environment dialog. To do this, you must modify the configuration settings of the application in your
user profile.
See User profiles on page 20.
Restart (Ctrl+Del)
Restarts LN UI. In this way you can easily log off and log on again. You are not prompted for your user
name and password. This is useful, for example, after a change in the user data when the bshell must
restart to load new settings.
Note:
• If any programs, such as LN sessions, are running, the system asks you for confirmation.
• Running programs are closed.
• Any unsaved changes will be lost.
About
Starts a dialog box with essential deployment and environment information.
User profiles
LN UI stores user-specific UI settings in a user profile. These are examples of settings stored in a user
profile:
• The history of the Run Program dialog
• The overview of recently used sessions
• A BSE command
When you start LN UI for the first time, a default user profile is created automatically.
Through the Settings option on the Options menu, you can perform these actions:
• Change the user profile.
• Create additional user profiles.
• Select a default user profile.
For details, see the online help.
Hyperlink support
If a text-based form field only contains an email address or a URL, LN UI can perform a hyperlink
action.
For example:
• mailto:[email protected]
• [email protected]
• http://www.techwrite.com
The text of the links is underlined. To activate a hyperlink, click the link and simultaneously press Ctrl.
When you activate an "http://www." link, the corresponding web page is opened in your default
internet browser.
When you activate an email hyperlink, a new email starts in your default email program.
LN UI does not support hyperlinks in multiline text fields and the LN Text Editor.
You select the Enterprise Modeler Company and the Project Model when you create an LN UI user
profile.
MMT functionality
The MMT session type can have a deep copy or delete function. Deep copy or delete in an MMT
session means you copy or delete data of both the header and all lines within all related sessions.
In MMT sessions an implicit save is active, your data is saved if you:
• Change focus from header session to related session.
• Change focus from related session to related session.
Filtering
You can use filtering to limit the number of records on your screen.
Clear Filter
Disables the currently active filter.
Saved Filters
This menu shows the filters you saved and contains these options:
• Manage Filters
Starts the Filters (ttadv9593m000) session. In this session, you can delete the filter or set additional
filter options to refine the filter. For details, see the session help.
• Set Current Filter as Default
Filter Settings
This menu contains these options:
• Case Sensitive
Select this option to make the filter case sensitive.
Example: You switched on the Case Sensitive option, and you specify "ABC" as filter value for
a column. The session only shows records where the column contains "ABC" in uppercase.
Records where the column contains, for example, "abc" or "Abc", are hidden.
• Instant Filtering
If this option is selected, the filter is applied immediately when you tab out of a field in the easy
filter area.
If Instant Filtering is switched off, the filter is applied when you press Enter in the easy filter area.
• Default String Filter Operator
Select this option to set the default filter operator for fields of the String type. Select one of these
operators:
• Starts With: The contents of the field start with the specified characters.
• Contains: The contents of the field contain the specified characters.
The selected default is valid after you restart the session.
Auto Complete
This topic describes how you can use the Auto Complete feature.
Introduction
Auto Complete enables you to partially fill in a field, and then select the appropriate item from a list.
Auto Complete is available on fields for which a zoom session has been defined, only if the corresponding
table field has a relation with another table.
Fields that support Auto Complete have a special zoom button with a pull-down arrow.
Note: Auto Complete is not available on segmented fields.
Example
You specify "I" in the Locale field of the Device Data session, and then press TAB. A list of locales
starting with "I" is displayed.
Points of attention
• The Auto Complete list can only show seven entries. If there are more matching items, a More
button is displayed at the end of the list. This button triggers the same zoom functionality as the
zoom button.
• An item will match if the primary key (code) of the related table starts with the specified value.
• If the field has been set up to be able to do a search on description, also the items that have a
description starting with the value specified will be shown.
• The look-up is case insensitive.
• If more characters are specified in the field the look-up will be narrowed.
For example: In the Departments field in the Employees session, you specify "0" and then press
TAB. The list shows departments starting with "0". Then, you specify "1". The list now shows
departments starting with "01".
• The list shows items that have currently been used (displayed or specified). Therefore, the item
does not have to be valid in the current situation on the session.
• If an item is selected in the list, the value will be selected (copied to the field), if you press TAB,
or click on another field.
• To close the list, press Esc.
Personalizing sessions
You can personalize sessions to your own preferences. You can perform these actions:
• Personalize Form.
• Save defaults to personalizations.
• Remove defaults from personalizations.
• Personalize Toolbar.
• Personalize the fields in an overview session.
• Move grid columns on the fly.
• Miscellaneous actions.
• Export and import personalizations.
You can only use this option if the Allow Application Personalization check box in your user data
template properties on the LN server (User Data Template (ttams1110m000) session) is selected.
In overview sessions, you can use this option to personalize view fields and columns in the grid.
To personalize a form:
1 On the session's menu bar, click this button:
Personalizing views
Several sessions contain multiple views to sort and browse records in multiple ways. To switch between
these views, use the Views > Sort by command.
Note: The functionality to personalize views is not available in all sessions with multiple views.
To personalize the session's views:
1 On the session's menu bar, click this button:
Freezing columns
To freeze a column in an overview session, right-click the column header and select Freeze this
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.
Personalizing menus
You can personalize the LN navigation menus that are displayed in the side navigation bar and the LN
Navigator. You can perform these personalizations:
• Hide menu items.
• Unhide menu items.
• Change the order of the items in a menu.
This functionality is only available if Tools solution 1604255 or later is installed on the LN server.
You can only personalize menus if the Allow Application Personalization check box in your user
data template properties on the LN server ( User Data Template (ttams1110m000) session) is selected.
Conditional Formatting
LN UI supports conditional formatting of data. You can define conditions to apply special formatting
effects to the data displayed in LN sessions. You can define multiple conditions per session.
You can specify, and combine, the following types of formatting:
• A foreground color for a particular field.
• A warning symbol for a row.
You can define various types of conditions, both simple and more complicated. For example:
• In the Sales Contracts (tdsls3500m000) session, the Contract Date of all sales contracts older
than one year must be displayed in red.
• In the Sales Order Lines (tdsls4101m000) session, a warning symbol must be displayed for all
sales order lines with an Amount greater than the Required Ordered Quantity.
• In the Production Orders (tisfc0501m000) session, a warning symbol must be displayed and the
Planned Delivery Date must be displayed in red, for all orders that are 1 to 5 days late.
Note:
• Conditional formatting is only supported in LN.
• You can only define formats if the Allow Application Personalization check box in your user data
template properties on the LN server ( User Data Template (ttams1110m000) session) is selected.
3 Select Conditional Formatting and subsequently select Edit Conditions. The Conditional
Formatting (ttadv9502m000) session starts.
4 Insert the conditions and the formatting settings.
For details, see the online help of the Conditional Formatting (ttadv9502m000) session.
5 Save the changes and close the Conditional Formatting (ttadv9502m000) session.
6 Restart the session you defined the formatting for. The new format is activated automatically.
Points of attention:
• The conditional formatting that you define in the procedure mentioned applies only to your own
user account.
• Super users can create System formats that apply all users. To create these formats, a super user
must start the Conditional Formatting (ttadv9502m000) session directly, for example from the
LN Tools menu or through the Run Program command in the LN UI Options menu.
• Super users can export formats to an XML file and import formats from an XML file. In this way a
super user can distribute formats to multiple LN environments. For details refer to the online help
of the Conditional Formatting (ttadv9502m000) session.
• When you hover the mouse pointer over a conditionally formatted row or field, the description of
the corresponding condition is displayed as a tooltip.
2 Select Conditional Formatting. The formats defined for the session are displayed.
3 To disable a format, clear the corresponding check box.
Note: The format is disabled only temporarily. The next time you start the session, the format is
automatically activated again.
To make sure that a format is disabled each time you start a session, you must modify the format's
properties:
1 On the session's menu bar, click this button:
2 Select Conditional Formatting and subsequently select Edit Conditions. The Conditional
Formatting (ttadv9502m000) overview session starts.
3 Edit the format you want to disable. The Conditional Formatting (ttadv9502m000) details session
starts. Clear the Enabled check box.
MS Excel integration
In LN sessions that show data directly from a table, you can export data to, and import data from, MS
Excel. After starting such a session, you can select the tabs and columns you want to export. Then
you can perform a quick export or an advanced export.
During the export, a .xlsx workbook is generated. To open this workbook you need one of the following:
• Microsoft Excel 2007 or later
• Microsoft Excel 2003 with a Microsoft Office compatibility pack
After exporting data from a session, you can edit the Excel export workbook and import the workbook
back into the same session. Only cells with edit permissions are imported.
• The Actions menu contains an Export and Import menu with these commands:
• Quick Export: Directly exports the selected data using default settings.
• Advanced Export: Starts a session where you can specify settings for the export.
• Fields to Export: Starts a session where you can select the fields to be exported.
• Settings: Starts a session where you can specify general export and import settings for all
sessions.
• Import: Starts a session where you can specify settings for the import.
• The session's toolbar contains this Excel button:
Click this button to perform an export based on the default export mechanism that is specified in
your general export settings.
Export procedure
Before you can start your first export, you must specify general settings for the export process. These
settings apply to all sessions for which no session-specific settings are defined.
See Specifying general settings on page 36.
For details on how to export data from a session, see Exporting data to MS Excel on page 37.
Import procedure
Before you can start your first import, you must specify general settings for the import process. These
settings apply to all sessions for which no session-specific settings are defined.
See Specifying general settings on page 36.
For details on how to import data into a session, see Importing data from MS Excel on page 38.
in the Excel Integration Settings (ttstpssidef) session, the saved default settings are used
during a next Quick Export.
d Click Continue.
The export starts based on the specified settings.
Prerequisites
To add Customer Defined Fields, you must be authorized for the Customer Defined Fields
(ttadv4591m000) session.
In addition, CDF must be enabled for the LN environment. To achieve this, the Customer Defined Fields
parameter must be set. For details, refer to "Customer Defined Fields" in the Infor Enterprise Server
- Administration Guide.
3 Select Customer Defined Fields. The Customer Defined Fields (ttadv4591m000) session starts.
4 Add the desired Customer Defined Fields. For details, refer to the online help of the Customer
Defined Fields (ttadv4591m000) session.
Session personalization
If a session contains Customer Defined Fields, you can:
• Hide/unhide these fields.
• Move these fields to a different location, such as a different tab.
See Personalizing sessions on page 28.
Pictures
Some LN sessions, such as the Contact (tccom1640m000) session, contain a picture box where you
can add pictures.
Adding pictures
You can add a picture as follows:
• Drag a picture from a Web browser or Windows explorer window, and drop it on the session's
picture box.
• Copy a picture in a Web browser or Windows explorer window, and paste it on the session's picture
box.
• Hover the mouse pointer over a picture box. A browse button is displayed. Click this button to
browse to a folder and select a picture.
For details, see the online help of the involved sessions.
When you add a picture in a session, the picture is stored in an image repository on the LN server.
Large images are scaled automatically, so they fit in the session's picture box. When you add a small
picture, you are asked whether you want to display the picture larger.
Removing pictures
To remove a picture, hover with the mouse over the session's picture box. Then click on the cross
which appears near the picture. The picture is removed from both, the session and the image repository.
Command Description
Submit Submits the selected object for approval.
This command is available as a button in the session's toolbar.
Recall Makes a request to ignore any submitted changes for the object. Use this com-
mand, for example, if you want to make more changes to an object you already
submitted.
This command is available in the session's Actions menu.
Revert to ap- Makes all changes to the object undone.
proved This command is available in the Save button's pull-down menu.
Quick Flow
Various features in LN sessions are enabled for Quick Flow. You can use Quick Flow to optimize a
specific process by suppressing process steps.
For example, to optimize print processes or process actions in a session’s menu or toolbar, you can
suppress these components:
• Device selection dialogs for reports
• Option dialogs for menu actions
• Question dialogs
• Message dialogs
Administrators can publish personalized sessions and dialogs to other users.
Example
The Print menu in the Adjustment Orders (whinh5120m000) session contains the Adjustment
Orders option. When you select this option, the Print Adjustment Orders (whinh5420m000) session
starts. This session has multiple tabs, where you must select a device and specify selection ranges
and various options for the report. You want to use Quick Flow to skip these tabs, so that the report is
printed directly.
To suppress the tabs of the Print Adjustment Orders (whinh5420m000) session, you complete these
steps:
1 Start the Adjustment Orders (whinh5120m000) session.
2 Move the mouse pointer over the Adjustment Orders option in the session's Print menu. A grey
flash (lightning) icon is displayed. This indicates that the menu option is enabled for Quick Flow.
3 Select the Adjustment Orders option in the Print menu. The Print Adjustment Orders
(whinh5420m000) session starts. In this session, complete these steps:
a In the session's tabs, specify your default settings, such as a device, selection ranges, and
other options.
b Click this button:
You can start LN Enterprise Modeler processes through the side navigation bar in the Infor Ming.le-LN
Plug-in.
When you start a process, a graphical representation of the business process is displayed in the
application panel.
If you work from the graphical representation in the application panel, the images are interactive. Some
represent a process, while others represent LN sessions or other modeled applications. The graphical
representation of a process enables you to carry out your daily work.
Chapter 6: Internationalization
LN UI follows the settings for language and locale determined by Infor Ming.le.
To change the settings for language and locale, see "Changing the site default language and regional
settings" in the Infor Ming.le User Guide.
This table shows the supported locales in LN UI: