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Infor Smart Office Custom Shortcuts for Infor Lawson Applications

May 7, 2018

By Vince McGowan, Sr. Principal Software Engineer

Whether placed on the canvas or saved as a favorite, shortcuts in Infor Smart Office provide an easy way to access the screens you need to do your daily work. They can be created in several ways and shared in many ways as well (See the topic “Using the share functionality in Infor Smart Office” in the ISO Administration Guide.)

For Lawson application screens, a shortcut can be created either to the blank form or to a specific data record. However, for a very limited number of forms, primarily in the GL subsystem and GL90.1 being the prime example, the applications do not provide sufficient key information to shortcut to individual data records.

First a little background on how the key information is provided to Smart Office. Each form typically as a field known as the ‘hidden key’ or HK in which is concatenated the key values that can be parsed by Smart Office breaking the values into their respective key fields. The shortcut would contain an HK parameter that looks like this:

&HK=1104000070004CREATE%20DAT201409150000

Until now, Lawson shortcuts always used the HK field when constructing a shortcut. However, a second custom format of the HK is available for those screens which require additional values to inquire on a specific record. The format consists of a _DATAPARAM token together with the field names and field values. For the HK shown above it would look like this:

&HK=_DATAPARAM~~PCT-COMPANY~1104~~PCT-EMPLOYEE~70004~~PCT-ACTION-CODE~CREATE%20DAT~~PCT-EFFECT-DATE~09/15/2014~~PCT-ACTION-NBR-K~0~~

It has always been possible to ‘hand-craft’ a shortcut in the _DATAPARAM format, but it requires a lot of keystrokes and is not very convenient if you want to share a shortcut from the application’s Share menu.

Role Manager setting

With HF 30 (10.2.1.0.324) we have introduced a Lawson ISO role-based option to define fields that will be used to create _DATAPARM formatted shortcuts. It will still require some knowledge of the applications and the data required for a successful Inquire transaction but once the fields are identified for a token, all shortcuts created for that token will use the custom format.

To limit who can define the fields, a new role setting (Allow custom shortcut field selection) is available on the General tab on the Role Manager Maintenance screen. Then when allowed, users will see a new item on the Tools menu (Custom Shortcut Fields).

Note that even with access, many screens will not show the menu item. All batch token forms, for example, can create a valid standard shortcut. And forms which don’t allow direct transfer also don’t allow shortcut creation.

Role Manager setting to allow field selection

Role Manager setting to allow field selection

Shortcut field selection

Shown below is the dialog for specifying shortcut fields using GL90.1 as an example.

  • Field dropdown box – contains available fields to select from and can be in screen order or sorted by Label.
  • Add button – used to add the currently selected field to the list.
  • X button – used to remove a field from the list.
  • Add Defaults button – enabled if the list is empty and will add the key fields to the list.
  • Clear Existing button – enabled if a field list has previously been saved and will clear the list.

The old format for GL90.1 was not sufficient to find specific data and looked like this:

&HK=1104CORP           0114000000

With the fields defined as shown below, a GL90.1 HK will look like this:

&HK=_DATAPARAM~~GLT-TO-COMPANY~1104~~GLT-ACCT-UNIT~CORP~~GLT-ACCOUNT~11400~~GLT-FISCAL-YEAR~2001~~FR-ACCT-PERIOD~01~~TH-ACCT-PERIOD~01~~

Shortcut field selection screen

Shortcut field selection screen

Personalization Manager integration

Custom shortcut fields are persisted with other Smart Office data on the Lawson application server in an XML file named for the token. The XML for the GL90.1 example is shown below and is persisted as:

(data persist)/shortcuts/(productline)/gl90.1xml

Using this scheme means that the shortcut definition will be global to all users and that the shortcuts file will also be accessible in the Lawson Personalization Manager on the Other tab with the Source Type of Shortcut Files. There the files can be viewed, exported to a text editor, or deleted.

Shortcut Files in Personalization Manager

Shortcut Files in Personalization Manager

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