Personalizing Objects
OneData allows you to set user-level defaults for how individual objects display. These display properties are saved and applied to the selected object in every new OneData session. Object personalization settings override the object-level configurations that are defined in the object definition.
The ability to personalize objects is available only if the Enable User Personalization field is selected in the general system properties (Administer > System > System Properties). (This property is configured by the administrator.)
For more information, see Administering webMethods OneData.
You can define the following object-level personalizations:
Default column sort order: Define the order in which columns display for the selected object. Click
Clear Object Personalization to clear the user settings and revert to the original column order.
Manage default sort columns: Define the sort order of records.
Set Default Values: Define the default values that are pre-populated in records when creating new records or editing existing ones.
For more information on object configuration, see Implementing webMethods OneData.
To personalize objects
1. On the Menu toolbar, click Manage > Manage Data.
2. Navigate to the object you want to edit and select it.
3. Select the menu option that corresponds to the object definition:
In Default mode, on the
Filter tab, click
Object Personalization.
In Nova mode, click
View > Personalization.
4. On the Manage Column Order tab, customize the object's column display properties as follows:
a. Use the navigation arrows to adjust the column order.
b. Click Manage Default Sort Columns to specify the order in which OneData sorts the records.
Use the right and left arrows to select the columns to use in the sort.
Select the record sort order as ascending or descending for each selected column.
5. Click Save.
6. Click the Set default values tab to specify the values to pre-populate in fields when creating new or editing existing records. Add default values in the relevant columns.
Tip: To define the default date as the current date, enter sysdate. To set the time as the current time, enter systimestamp.
7. Click Set Default Values and then click Close.
OneData saves the object with the specified settings.