UI Profile

Introduction

The UI Profile is used by administrators to:

1. Configure localization information
2. Display / hide certain fields based on various criteria

The configuration can be launched by clicking on the following icon (available if permission ‘UI CUSTOMIZATION’ is given (refer to section ‘User Management’ for additional information):

*Note: only screens within Accounts, Opportunities, and Quotes can be configured using the UI Profile.

Application Label Customization

All application labels can be configured through a properties file which will require the server to restart before it is taken into effect. Refer to the section for additional details. For an in-application experience, an administrator can configure the labels following these steps:

1. Launch the UI configuration tool (green highlighted button on the top right in the following figure). All labels of the current page will be shown. If the user hovers over a certain value, the respective UI label will be highlighted in orange:
2. Select the respective label and maintain the desired language on the following screen:

The save button becomes available only when the focus of the respective fields is left.

Note: for this to take effect, a re-login into the application is required. Also, the label defined in the properties file will be used if the localization values are blank. The localization values are prioritized over the labels defined in the properties files.

UI Customisation

MX has a flexible UI that can be configured by an administrator to display/hide fields based on certain conditions. The UI configuration tool is launched by this icon:

In the following pop-up, an administrator can either create a new UI Profile or associate the upcoming changes to an existing UI Profile:

Actions available on this screen:

Editing UI Profile

 To edit/change an existing UI Profile, the administrator clicks on the respective row in the aforementioned figure. On the following screen, the admin has the option to hide/display fields on the current screen. If the selected UI Profile has controls that are hidden and/or disable which it inherits from its parent(s) (see below), then the control(s) will not be editable for the UI Profile.

The administrator can hover over the respective ID to see which object references the ID:

Has UI Profile(s)

In this view, the administrator can assign the UI Profile to inherit controls that are hidden and/or disabled from other UI Profile(s). E.g. a profile ‘Customer’ can inherit its controls from a profile ‘GENERIC’ as shown in the following figure:

Uses Sales Document Status

In this view, the admin can indicate if the UI Profile will be applicable to certain Quote’s Document Status, such as Open, Approved, Completed, etc. This can be used e.g. to show/hide certain fields based on whether a quote has been approved, completed, etc.

Uses Sales Phase

 In this view, the admin can indicate if the UI Profile will be applicable to certain Opportunity’s Sales Phase, such as Identify Opportunity, Quotation, etc. It is a similar concept to "Uses Sales Document Status".