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To select a panel, in the Customizer Selection window, double-click the module, task, and panel to customize. In the Customizer Panel Selection window, click the Create a New Customized Panel option and select the user and company that the customization will apply to. Click OK.
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To select a previously customized panel, in the Customizer Selection window, double-click the [Customized Panels] folder. Select the module, task, and panel to customize for the desired user and company.
Use one of the following methods to access the Field Selection window:
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On the Customizer Toolbar, click the Add Field button. On the panel, click and drag to position the field. The Add Field button is available only if fields are associated with the panel.
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On the panel, right-click or double-click the corresponding list box. In the List Box Definition window, click the Format tab, then click the Add button.
Note This task is available only for modules other than the Material Requirements Planning and Work Order modules. For those modules, the User-Defined Field Selection appears when the Add Field button is clicked.
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Use Field Selection to add a field to a customized panel. If a field is selected from the MAIN data source, the field has Read/Write capabilities and retains its validation properties. If a field is selected from a data source other than the MAIN data source, it can only be viewed when added to a panel. [Display-Only] is indicated in brackets to the right of display-only fields.
