Customizing or Personalizing a Screen with Page Composer

The customization options available to a user are controlled by the user tasks assigned to a user’s roles in Role Manager.

  • Personalize ‒ This task enables the user to make changes that are only applicable/visible to the user who made the change. For example, hide/show fields, reorder columns in tables, reorder fields in panels, and search areas where personalization is available.

  • Customize Chain ‒ This task controls access to the global (all properties) customization level, which enables users to make changes which affect or apply to all properties.

  • Customize Property/Hub ‒ This task controls access to the Property/Hub customization level. Changes are applied or visible to users when logged in to a specific property or at the hub level.

Customization — Global / Property / Hub

Enabling Page Composer

Customizing a page/panel

Note:

Only users assigned to roles with either the Customize Chain or Customize Property/Hub tasks have access to this option.

You enable Page Composer at the chain level or at the hub/property level.

  1. On the OPERA Cloud side bar menu, select Settings.

  2. On the Settings screen, select either the Chain Level, Hub/Property Level, or Off.

    1. Chain Level ‒ Users can add Flex Fields and modify the properties of components. Customization at the Chain level applies to all properties and users.

    2. Hub/Property Level ‒ Users can add Flex Fields and modify properties of components. Customization at the Hub/Property level applies to the current Hub or Property location the user is logged into.

    3. Off ‒ Customization is inactive. Users can only personalize a screen by hiding and showing fields / reorganizing columns. Personalization at the User level only applies to the currently logged in user. The user can only personalize the screen for his or her user and modifications do not affect other users.

  3. Click Save and then click Save again on the Confirmation screen to save your changes to a panel.

Note:

When you select either Chain Level or Hub/Property Level, a ‘Customizing for (location)’ notification appears in the application header adjacent to the current business date.

Figure 1-2 Customizing Notification

This figure shows the Customizing notification that appears.

Note:

If selecting Hub/Property, the customization applies to the location context —either a property or the chosen hub.

Any page or panel that supports customization has a gear icon This is an image of the gear icon in the top right of the panel. Search and edit any record to launch the relevant page and begin customization. Each page is customized separately.

  1. Click the gear icon in the panel to activate customization.

  2. To add fields, click the Add Field drop-down list and select from the fields listed.

  3. To add a flex field, select Flex Field from the bottom of the field, select either Add Text, Add Number, or Add Date, and then select the required UDF field in the field properties context menu.

  4. To add a hyperlink, select Flex Field and then select Add Link.

  5. To define the properties of the Flex field you selected, refer to the Page Composer Field Property Descriptions topic for detailed descriptions of these properties.

  6. To remove a field, select the pencil icon for the field to launch the field properties, select No from the Display list of values, and then click Save to close the page.

  7. To relocate a field in the panel, hover the mouse over a field until a cross hair cursor appears, hold down the left mouse key, and then drag the field to the required location in the panel. The other fields reorder to accommodate the new location.

    Note:

    If a field cannot be dropped at the required location, a red crossed circle icon appears under the cursor.

  8. To reset a panel to the default layout, select the Delete Customization link.

  9. Click Close Customize to exit the customization mode for the panel.

Disabling Customization

Once all panels and pages have been customized, disable customization via the Settings option on the primary menu. Select the Off from the Settings page and then click Save.

The session reinitializes and the customizing notification no longer appears.

Customization Inheritance

  • Fields added or removed at a Global (chain) level apply to all Hub or Property locations.

  • Fields added or removed at a Hub location apply to the Hub location only.

  • Fields added or removed at a Property location apply to the Property only.

Personalizing for your User

Users with the Personalize task granted to their role can personalize panels by relocating or removing fields from a panel.

  1. Click the Personalize icon (appears as a gear icon) in the corner of the panel.

  2. To remove (hide) fields in the panel, click the red X for each field you want to remove.

  3. To add (unhide) fields, click the Show Inactive link and then click the green + sign for each field you want to reactivate in the panel.

  4. To relocate a field in the panel, hover the mouse over a field until a cross hair cursor appears, hold down the left mouse key and drag the field to the required location in the panel; the other fields reorder to accommodate the new location.

  5. Click Close Personalize to exit the customization mode for the panel.

Parent topic: Page Composer