iVend Retail 6.6 - Management Console - Help Manual > Administration > Retail Configuration

Management Console Screen Customization

The feature allows the user to customize grids in management console screens. User can hide/unhide fields, move the fields forward and backward as per their requirement and save them for different display profiles. This facilitates the user to control the field level access for various users as per their job roles.

Display Profile

Display profile is used to save customization of a screen for a user or group of users under any role. Every security role will have a display profile attached to it. When a user with particular role logs in management console, corresponding customization will be applied to the screen. To create display profile

Administration > Retail Configuration > Display Profile.

Search Screen

Field	Description/Activity
Search Criteria
Id	Specify the id of the display profile(s) to be searched.
Description	Mention the description of the display profile(s) to be searched.
Search Results
Code	Specify the id of the display profile(s) to be searched.
Description	Mention the description of the display profile(s) to be searched.

Setup Screen

Field/Button	Description/Activity
Id	Enter the id of the display profile. A unique code of a maximum of 20 alphanumeric characters can be entered.
Description	Enter the description of the display profile. A description of a maximum of 100 alphanumeric characters can be entered.
Screen Name	This is view only field which displays the list of screen names for which customization is saved.
Control Name	This is view only field which displays the list of control names and control names for which customization is saved.Loyalty
[OK]	The button updates changes to the database and closes the screen.
[Cancel]	The button does not save any changes and closes the screen.
[Remove]	This button removes the customization of selected screen.

Figure Display Profile Screen

Apply Display Profile

Security role screen will have a field to apply display profile. Apply desired display profile to the security role.

To open screen - Administration > Authorization > Security Role.

Save Customization under Display Profile

Enable Customization

Any user with security rights for customization can rearrange the grid fields as per the requirements. To enable customization

Right-click on any view > Layout > Customize.

User can add new category row or drag the row(s) to the customization window which is/are to be hidden. User can also control the visiblitiy of columns and move them at the required position in the grid.

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Figure 2 Customization window

save customization

To save customization , right click on the view with unsaved changes >> Layout >> Save >> Display Profile . The changed display settings will be saved under selected display profile.

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When any user with this security role will log in, he will see the customized screen.