Great tips for using IFS Applications

Janet Apollo

Was the first bunch of tips not enough for you? Here are more great tips!

More great tips for IFS Applications

In IFS Applications 9, highlight an item, hit Shift and use the arrow keys to move things around.
To move shortcuts around, you need to long click on a shortcut. Click and…wait…and then you can move it.
It’s easy to set up shortcuts by clicking the + icon next to the item you want to add.
You can pin the Navigator. Right- hand click on the navigator icon and you can get Shortcuts and Navigator together.
Down arrows mean pre-defined searches are available. A box with an arrow takes you straight to that item and a box with no arrow means there are options available to choose from.

If you right hand click the scroll bar of a form, it will intelligently move for you, from a page of options.
You can copy/paste any form in IFS. If you tick the box marked Own Process, each form can have different behaviors. And yes, you can add them as shortcuts.
Click on a column header to sort on it. Available in all table forms. An arrow indicated the column being sorted and the sequence.
(IFS Applications 9, update 1 ONLY) On the right click menu, you have a Go To Column option. You can then search for the column you want, pick it and you jump there with the column highlighted.
IFS Applications 9 has added Kiosk Mode that removes all the application chrome and just presents you with the form information. Activate it using Shift – F11.

These are pre-defined field information structures. It allows faster and consistent data entry. You can start a form with the default template.

You can save Forms as drafts if you haven’t got all the mandatory information. It becomes a task in the system when saved as a draft.

Start Pages were introduced in IFS Applications 8 – think of them as the poor man’s lobby
It’s a focused view, showing record counts
They still exist in IFS Applications 9 but you need the security opened to allow them
You can run multiple search types in there – still very useful.

Pictures – size them to the right ratio for them to look good
There are both configuration mode (for all users) and personalization mode for the user.
You can personalize companywide dashboards
Don’t rush on rearranging – wait for the element to color and then drag it
Use keywords on elements for easier search
If a Lobby appears locked, check if the author protected it
You can create custom Lobby items