The layout and content of the pages of selectors (called the Portal) can be edited to suit your business purposes. (Note that the layout of pages such as sales orders and invoices (forms) can not be changed, this applies only to the menus and selectors.)
Licensing
There are two licenses relevant to this:
- Portal edit layout - This allows users to edit the layout of existing pages for the purposes of configuring the system. This is in the latest Mini Enterprise Edition and above.
- Portal create elements - This allows users that have rights to add menu elements for the purposes of extending the system. This optional for Enterprise licenses.
This document describes only "Portal edit layout".
User rights
The Manu Online Portal allows editing the appearance of the menus if the user has rights to those functions. You can check the right of use under Administration – Users. At the bottom of the screen are the settings for the portal. The user needs the "Edit Screen Layout" right. (Edit Portal Menus and Add code elements applies to the Portal create elements)
Modifying the appearance of a portal selector page
To modify the appearance of the selector page, first open the menu you want to modify. At the bottom of the screen, click Edit screen layout. Here, the partner list has been used as an example.
Edit screen layout opens the tool for the page to be edited. Here it is possible to:
- Add new rows and cells to the page
- Add "widgets" to the cells on the page by dragging and dropping
- Edit the content of the widgets such as the columns of grids
Add new rows and cells to the page
To add new rows to the page click "Add new rows". Select the cell layout for the new row or set your own cell layout in the Scale in a format such as 1:2:1 will give quarter - half - quarter cells across the screen. Press ok to add the page. There is a maximum of four cells per row.
After adding, right click a cell to delete the cell or row.
Add a new widget to a page
The available sections are on the right side of the screen and editing is done by dragging. If you want to delete something, click on that section with the right mouse button. You can access the details of the sections by clicking on the tool shown in the section. Save and close when you're done.
Page after editing. There is now a grid for Activities under sales orders on the home screen.
Edit a widget
Click the gear wheel to edit the widget.
Under Columns, select the fields you want to appear on the screen. On the right, you can define whether it is possible to information is used to organize the screen or to retrieve information. Under Tabs, you define the tabs on the top edge, and under the buttons you can find other functions available for that box, e.g. reports.
Edit the box as you wish and save. From the Set default section, you can set the changed view to be available to other users as well.
The columns can be re-ordered by dragging and dropping them into the desired order. These have several options, depending on their configuration and use. The options are as follows:
Column Sorting defaults. If you wish the grid to be sorted by a certain column, you can use A for ascending, and D for descending order.
Click Save to save and close the widget.