Customize display options and properties
Edit your own modification sets created based on the classic configuration set or the default configuration set. You cannot edit the Classic and the Default configuration set.
You can customize the mini fact sheet for objects.
Prerequisite
You have the Portal administrator function privilege.
Procedure
- Open a user-defined modification set for editing.
- Click Fact sheets on the Define modification set page.
- Move the mouse pointer over the item you want to change, for example, Process.
- Click
Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed. - Click Mini fact sheet.
- Select a custom layout. If you keep the System layout, the properties cannot be changed.
- Move the mouse pointer over the relevant property and click
Edit. - Select a custom property template. If you keep the System template, the properties cannot be changed.
To add a new property group, click Add group. The Select group property template page is displayed. Adjust your settings. Click
Back.
- Click
Back.
You have customized the mini fact sheet of these objects.