Homepage and Widget Configuration
LN homepages serve as role-based dashboards combining frequently used sessions, KPI widgets, task lists, and contextual information into a unified landing page. Each user role should have a purpose-built homepage that surfaces the most relevant information and actions. le homepage editor to add widgets for drill-back, bookmarks, session shortcuts, and Birst analytics.
Avoid overloading homepages, 5-8 widgets per page provides a clean, functional experience.
- Design role-specific homepages that surface the top 5-8 most-used sessions and KPIs per user function
- Use drill-back widgets to display key business metrics with click-through navigation to source sessions
- Configure task list widgets showing pending approvals, open exceptions, and assigned work items
- Add Birst analytics widgets for real-time KPI visualization embedded directly in the LN homepage
Form Personalization and Layout
LN web form personalization allows administrators to customize field visibility, layout arrangement, and conditional behavior without modifying session code. Personalizations layer on top of standard forms and survive upgrades. Use personalization to hide fields irrelevant to specific roles, rearrange tab order for efficiency, and add conditional formatting that highlights exception conditions.
Personalizations can be applied at the system, role, or user level.
- Apply system-level personalizations for company-wide standards like hidden fields and renamed labels
- Use role-level personalizations to tailor form layouts for specific business functions and workflows
- Implement conditional field visibility to simplify forms based on transaction type or status
- Test personalizations across supported browsers (Chrome, Edge, Firefox) as rendering may vary
Theme Customization and Branding
The LN web UI supports theme customization through the Infor Design System. Themes control colors, typography, spacing, and branding elements across all forms. Customize themes to match corporate branding or to visually distinguish between environments (production vs test).
CSS overrides can further adjust specific elements, but use sparingly as they create upgrade risk. Stick to supported theme configuration options for maintainability.
- Apply corporate branding through supported theme configuration: logo, primary colors, and accent colors
- Use environment-specific color schemes (e.g., red header for production, blue for test) to prevent mistakes
- Avoid extensive CSS overrides, they create upgrade risk and may break with Infor Design System updates
- Test theme changes across all user roles and form types to ensure consistent appearance throughout LN
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