Tag Archives: Personalization

Canvas Theme Emulator

Smart Office enables the user to adjust the overall appearance of its canvas and windows in terms of theme color, wallpaper and color saturation from a pre-defined set of options.
The boundaries for what the user is allowed to adjust is set by the Smart Office administrator in the system profile, application- and user- settings. The final appearance is the combined result of the settings and internal rules.

Once in a while  it happens that the appearance is not matching the expectation after an upgrade or settings change. It can be difficult to pin-point and determine what is causing the new appearance.

The Theme Emulator tool will assisst you to sort things out. It will hook into the theme service and regard it as a black box, apply your settings and visualize the result unaware of the internal rules.

The Theme Emulator is launched with the Smart Office link internal://themeulator or via the improved Log Viewer content-area context-menu under Tools.

themeulator

When the Theme Emulator tool is launched it will show the current applied Smart Office settings in the Preview Settings- and Preview- area. The current values in the system profile, application- and user- settings are listed under Theme Setting Sources.

Changing the Preview Settings is harmless and will only affect the look of the Preview area. Click on the ‘Reset’ button to return to the current settings. The padlock icon next to each user setting show if the setting can be changed by the user or has been locked by the administrator.

A click on a preview icon (document/looking-glass) beside the theme source header will apply the current settings for that source on the Preview.

The Settings… and Profile… button will launch the corresponding administration tool if the current user is a Smart Office administrator.

The Clipboard button captures a snapshot image of the tool window and puts it in the Windows Clipboard. It can be useful for documentation and communication purposes.

The User Theme Disabled checkbox is always read-only in the ‘Preview Settings’ area. It’s not intended to be changed, just show the current property value.

Elaborate with the preview values and compare with the setting sources and you will soon figure out the source and what setting to change to get the wanted appearance.

Custom data templates in M3 lists with JScript

Changing the appearance of M3 list cells with conditional styles is easy but in some cases you need to do things that require logic that cannot be expressed with conditional styles alone. This post will show you how to change the style of list cells in M3 lists using JScript, custom data templates and custom data template selectors.

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Inline personalizations in M3 Mashups

The Inline personalizations functionality in M3 Mashups can be used to deploy personalizations as part of a Mashup. Instead of relying on the personalizations for the regular programs you can create custom personalizations that are only used in Mashups and that do not affect the other personalizations.

Support for inline personalizations was added in Smart Office version 10.0.5.0 but there have been some fixes so this functionality should only be used with Smart Office 10.0.5.1 or later.

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Conditional Styles with Dynamic Dates

With conditional styles you can take control over the lists in M3 and S3. Dynamic dates are an important concept when it comes to comparing dates. I’m not the developer who implemented the feature, in fact I have never used it before today. But I understand that this is a topic that quite a few are interested in. In this post I’ll use the requested delivery date on an order and use different styles for if the order has a requested delivery date the coming week or if the requested delivery date is passed. Continue reading

Personalizations in M3 – Manager

A few days ago I wrote about Personlizations in M3. What I forgot to mention is the Personalization Manager in M3. It’s an admin tool for managing personlizations for users and groups and for different servers installations. This is the tool to user for moving personlizations around, for example from a test environment to a production environment.

Personalizations in M3

Users can change panels in MForms to obtain personalized versions of the standard M3 panels. Examples of personalization are conditional styles, hyperlinks, tab order, label texts and JScripts. Personalization is done directly within MForms using dialogs and special edit mode panels. There is a Personalization menu available under the Tools menu and on the context menu for the panel that contains the available personalization options. Continue reading