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Tag: InforIDF (Messages)
Messages 21

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Tue, July, 8th 2025
Nick Olson Infor LX User Group
BC:
Test Like a Pro Before Deployment ✅
Rolling out changes in IDF? Whether it’s a new object, action, validation, or extension field, don’t move straight to production—test first to avoid system disruptions and costly rework.

Here’s a better approach:

📌 1. Test in a Development Environment – Build and test your logic where it’s safe. Use realistic test data to simulate real-world use.

📌 2. Validate with a Small Group – Involve key  Read more...users early. They’ll help catch edge cases and confirm that the change makes sense in practice.

📌 3. Monitor for Errors – Check messages, logs, and behavior during testing. Make sure validations, actions, and relationships behave as expected.

📌 4. Save and Commit When Ready – Once fully tested, save your changes to host and commit. This ensures your updates are clean and reliable when promoted.

💡 Pro Tip: Keep documentation of what you changed—especially for complex logic or extension file updates. It’ll help during future audits or rollbacks.

Testing before deployment isn’t extra work—it’s smart insurance.
How do you handle change testing in IDF? Let’s compare notes 👇
#InforIDF #ERPDeployment #Testing #ChangeControl #DevelopmentBestPractices Show less...
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2
1
Latest msg: Yes Nick, totally agree with this. From our experience often overlooked in the early stages & is thought about to late, typically after something ... from Carl Andrews, on 07/08/2025
Nick Olson
BC:
Test Like a Pro Before Deployment ✅
Rolling out changes in IDF? Whether it’s a new object, action, validation, or extension field, don’t move straight to production—test first to avoid system disruptions and costly rework.

Here’s a better approach:

📌 1. Test in a Development Environment – Build and test your logic where it’s safe. Use realistic test data to simulate real-world use.

📌 2. Validate with a Small Group – Involve key  Read more...users early. They’ll help catch edge cases and confirm that the change makes sense in practice.

📌 3. Monitor for Errors – Check messages, logs, and behavior during testing. Make sure validations, actions, and relationships behave as expected.

📌 4. Save and Commit When Ready – Once fully tested, save your changes to host and commit. This ensures your updates are clean and reliable when promoted.

💡 Pro Tip: Keep documentation of what you changed—especially for complex logic or extension file updates. It’ll help during future audits or rollbacks.

Testing before deployment isn’t extra work—it’s smart insurance.
How do you handle change testing in IDF? Let’s compare notes 👇
#InforIDF #ERPDeployment #Testing #ChangeControl #DevelopmentBestPractices Show less...
Delivered Read
Thu, May, 22nd 2025
Nick Olson
BC:
Reset & Recover Views Easily 🔄
Did you accidentally mess up a standard Infor-shipped view? No worries—IDF has a built-in Reset to Default feature that makes recovery quick and painless.

📌 Scenario: You modified the General view and now important fields are missing, layouts are off, or filters no longer work. Instead of rebuilding it manually:
✅ Go to User Definitions → Select the view → Click Reset to Default.

In seconds, you’re back to the  Read more...original Infor-delivered configuration—no cleanup, no guesswork.

💡 Bonus Tip: If a view was deleted or disabled, you don’t have to recreate it from scratch. Just find it and click Activate to bring it back.

This feature is a huge time-saver, especially during testing or when onboarding new users who accidentally change their layouts.

Have you used this feature before? Or needed it and didn’t know it was there? Share your story 👇
#InforIDF #ProductivityHacks #ERPDevelopment #QuickFixes Show less...
Delivered Read
Nick Olson Infor LX User Group
BC:
Reset & Recover Views Easily 🔄
Did you accidentally mess up a standard Infor-shipped view? No worries—IDF has a built-in Reset to Default feature that makes recovery quick and painless.

📌 Scenario: You modified the General view and now important fields are missing, layouts are off, or filters no longer work. Instead of rebuilding it manually:
✅ Go to User Definitions → Select the view → Click Reset to Default.

In seconds, you’re back to the  Read more...original Infor-delivered configuration—no cleanup, no guesswork.

💡 Bonus Tip: If a view was deleted or disabled, you don’t have to recreate it from scratch. Just find it and click Activate to bring it back.

This feature is a huge time-saver, especially during testing or when onboarding new users who accidentally change their layouts.

Have you used this feature before? Or needed it and didn’t know it was there? Share your story 👇
#InforIDF #ProductivityHacks #ERPDevelopment #QuickFixes Show less...
Delivered Read
Wed, April, 9th 2025
Nick Olson
BC:
External Integrations for IDF 🚀
Did you know IDF can integrate with external websites & services? This can supercharge your ERP system!

🔗 Example: Live UPS Tracking
Instead of users manually searching for tracking numbers, create an action button that links directly to UPS:

📌 URL Action: Insert the tracking number dynamically in the UPS tracking link.
📌 Result: One-click access to real-time shipment updates!

Other ideas? Read more...
✅ MSDS or Safety Sheet Links – Link directly to material safety documents from the Item Master.
✅ CAD Drawings – Provide one-click access to engineering drawings stored in a shared repository.
✅ Machine Dashboards – Open browser-based equipment dashboards from the Work Center view.

External integrations reduce manual work and improve user experience.

What integrations do you use? Drop your ideas below! 👇
#InforIDF #ERPIntegration #ProcessAutomation #SmartERP #ManufacturingTech Show less...
Delivered Read
Nick Olson Infor LX User Group
BC:
External Integrations for IDF 🚀
Did you know IDF can integrate with external websites & services? This can supercharge your ERP system!

🔗 Example: Live UPS Tracking
Instead of users manually searching for tracking numbers, create an action button that links directly to UPS:

📌 URL Action: Insert the tracking number dynamically in the UPS tracking link.
📌 Result: One-click access to real-time shipment updates!

Other ideas? Read more...
✅ MSDS or Safety Sheet Links – Link directly to material safety documents from the Item Master.
✅ CAD Drawings – Provide one-click access to engineering drawings stored in a shared repository.
✅ Machine Dashboards – Open browser-based equipment dashboards from the Work Center view.

External integrations reduce manual work and improve user experience.

What integrations do you use? Drop your ideas below! 👇
#InforIDF #ERPIntegration #ProcessAutomation #SmartERP #ManufacturingTech Show less...
Delivered Read
1
Wed, April, 2nd 2025
Nick Olson
BC:
Automate Data Defaults & Validations 🛡
When working with extension files in IDF, you're often capturing custom fields and business-specific data. But without proper defaults and validations, you risk introducing bad data into critical processes.

Here’s how to bring automation and control into your extension file logic:

📌 Set Default Values – Populate extension fields automatically based on context.
Example: If you're adding a custom inspection  Read more...status to a new item, default it to Pending when the item is created.

📌 Enforce Validations – Ensure only valid values are saved.
Example: If your extension includes a priority code, restrict it to valid levels like 1–5, and reject any out-of-range values.

📌 Use Conditional Edits – Drive logic based on related base object values.
Example: If an Item is flagged as Prototype, prevent users from selecting a standard cost type in the extension file.

✅ These smart rules ensure that custom fields behave just like standard ones—reliable, consistent, and audit-friendly.

💡 Pro Tip: Combine extension file logic with logical attributes and actions to drive even deeper automation—like flagging incomplete records or prompting user alerts during key transactions.

Extension files give you flexibility—defaults and validations make sure you use that power responsibly.

How are you enhancing your extension files? Let’s swap ideas! 👇
#InforIDF #ExtensionFiles #DataValidation #ERPDevelopment #CustomLogic Show less...
Delivered Read
Nick Olson Infor LX User Group
BC:
Automate Data Defaults & Validations 🛡
When working with extension files in IDF, you're often capturing custom fields and business-specific data. But without proper defaults and validations, you risk introducing bad data into critical processes.

Here’s how to bring automation and control into your extension file logic:

📌 Set Default Values – Populate extension fields automatically based on context.
Example: If you're adding a custom inspection  Read more...status to a new item, default it to Pending when the item is created.

📌 Enforce Validations – Ensure only valid values are saved.
Example: If your extension includes a priority code, restrict it to valid levels like 1–5, and reject any out-of-range values.

📌 Use Conditional Edits – Drive logic based on related base object values.
Example: If an Item is flagged as Prototype, prevent users from selecting a standard cost type in the extension file.

✅ These smart rules ensure that custom fields behave just like standard ones—reliable, consistent, and audit-friendly.

💡 Pro Tip: Combine extension file logic with logical attributes and actions to drive even deeper automation—like flagging incomplete records or prompting user alerts during key transactions.

Extension files give you flexibility—defaults and validations make sure you use that power responsibly.

How are you enhancing your extension files? Let’s swap ideas! 👇
#InforIDF #ExtensionFiles #DataValidation #ERPDevelopment #CustomLogic Show less...
Delivered Read
1
Thu, March, 27th 2025
Nick Olson Infor LX User Group
BC:
Build Strong Object Relationships 🔗
Establishing proper object relationships in IDF ensures seamless navigation and accurate data retrieval. Here are key relationship types:

📌 1-to-Many (Parent-Child) – Example: A Customer can have multiple Orders.
📌 Many-to-One (Lookup) – Example: An Order Line is linked to an Item Master.
📌 Code File Relationships – Ensure dropdown lists work properly.

A well-structured relationship model allows: Read more...
✅ Faster Data Access – Reduce queries and errors.
✅ Better UI Navigation – Quickly jump between related records.
✅ More Accurate Reports – Prevent missing or duplicated data.

If your relationships are messy, your system suffers! Need help setting them up? Let’s discuss in the comments! 👇 #InforIDF #DataModeling #ERPDevelopment Show less...
Delivered Read
2
1
Latest msg: Another key consideration when defining relationships is the 'Bidirectional' option. Nick provided the example of a 1 to Many relationship from a Cus... from David Rapacz, on 03/27/2025
Wed, March, 26th 2025
Nick Olson
BC:
Build Strong Object Relationships 🔗
Establishing proper object relationships in IDF ensures seamless navigation and accurate data retrieval. Here are key relationship types:

📌 1-to-Many (Parent-Child) – Example: A Customer can have multiple Orders.
📌 Many-to-One (Lookup) – Example: An Order Line is linked to an Item Master.
📌 Code File Relationships – Ensure dropdown lists work properly.

A well-structured relationship model allows: Read more...
✅ Faster Data Access – Reduce queries and errors.
✅ Better UI Navigation – Quickly jump between related records.
✅ More Accurate Reports – Prevent missing or duplicated data.

If your relationships are messy, your system suffers! Need help setting them up? Let’s discuss in the comments! 👇 #InforIDF #DataModeling #ERPDevelopment Show less...
Delivered Read
1
Wed, March, 19th 2025
Nick Olson
BC:
Logical Attributes for Smart Calculations 🧠
Storing redundant data in your database can lead to performance issues, extra storage use, and increased maintenance efforts. Instead, leverage Logical Attributes in IDF to dynamically compute values rather than storing them.

🔹 Example: Instead of storing On Hand Balance as a static field, create a Logical Attribute:
📌 On Hand Balance = Adjustments - Issues + Opening Balance + Receipts

Why Use Logical  Read more...Attributes?
✅ Real-time updates – Automatically recalculates when data changes, reducing manual corrections.
✅ Saves database space – Eliminates unnecessary storage of derived values.
✅ Simplifies maintenance – No need to update multiple records when transactions are processed.

💡 Use Case: If a warehouse receives inventory or processes returns (Receipts & Adjustments), or if goods are issued out (Issues), the On Hand Balance updates dynamically, ensuring accurate stock visibility without manual intervention.

🚀 Implementing Logical Attributes optimizes performance, reduces errors, and ensures accurate data across all IDF objects.

What calculations have you automated using Logical Attributes? Let’s discuss! 👇
#InforIDF #DataOptimization #ERPDevelopment #SmartData #InventoryManagement Show less...
Delivered Read
Nick Olson Infor LX User Group
BC:
Logical Attributes for Smart Calculations 🧠
Storing redundant data in your database can lead to performance issues, extra storage use, and increased maintenance efforts. Instead, leverage Logical Attributes in IDF to dynamically compute values rather than storing them.

🔹 Example: Instead of storing On Hand Balance as a static field, create a Logical Attribute:
📌 On Hand Balance = Adjustments - Issues + Opening Balance + Receipts

Why Use Logical  Read more...Attributes?
✅ Real-time updates – Automatically recalculates when data changes, reducing manual corrections.
✅ Saves database space – Eliminates unnecessary storage of derived values.
✅ Simplifies maintenance – No need to update multiple records when transactions are processed.

💡 Use Case: If a warehouse receives inventory or processes returns (Receipts & Adjustments), or if goods are issued out (Issues), the On Hand Balance updates dynamically, ensuring accurate stock visibility without manual intervention.

🚀 Implementing Logical Attributes optimizes performance, reduces errors, and ensures accurate data across all IDF objects.

What calculations have you automated using Logical Attributes? Let’s discuss! 👇
#InforIDF #DataOptimization #ERPDevelopment #SmartData #InventoryManagement Show less...
Delivered Read
1
Nick Olson Infor LX User Group
BC:
Customize IDF UI for Better User Experience 🎨
A well-organized UI in IDF can make or break productivity. A cluttered, disorganized interface leads to confusion, slower workflows, and more errors. On the other hand, a well-structured UI helps users quickly find what they need, boosting efficiency and data accuracy.

Here’s how to enhance the user experience in IDF:

✅ Use Compound Cards – Combine related data in one place. Example: Instead of switching  Read more...between multiple views, create a Customer Master Card that includes customer details, addresses, and recent orders in one view.

✅ Apply Presentation Schemes – Highlight critical fields with colors & styles. Example: Show Closed Orders in red or highlight high-priority orders in bold to help users spot them instantly.

✅ Rearrange Attributes – Place the most frequently used fields at the top of a card or list view. Example: Move “Order Status” above “Notes” to reduce unnecessary scrolling.

✅ Use Column Breaks & Indents – Improve readability by grouping related fields. Example: In an Order Entry screen, separate Shipping Information from Billing Details using column breaks.

🔹 Pro Tip: Keep UI consistent across different objects—users should feel familiar with navigation across different modules in IDF.

A clean and intuitive UI ensures users find what they need fast, reducing training time, errors, and frustration.

Have you customized your UI in IDF? What’s your favorite UI trick? Share below! 👇
#InforIDF #UserExperience #ERPDevelopment #UIOptimization Show less...
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2
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Latest msg: Yes, Click the Binoculars next the the Available attributes and check the boxes for the additional fields. from Nick Olson, on 03/19/2025
Wed, March, 12th 2025
Nick Olson
BC:
Customize IDF UI for Better User Experience 🎨
A well-organized UI in IDF can make or break productivity. A cluttered, disorganized interface leads to confusion, slower workflows, and more errors. On the other hand, a well-structured UI helps users quickly find what they need, boosting efficiency and data accuracy.

Here’s how to enhance the user experience in IDF:

✅ Use Compound Cards – Combine related data in one place. Example: Instead of switching  Read more...between multiple views, create a Customer Master Card that includes customer details, addresses, and recent orders in one view.

✅ Apply Presentation Schemes – Highlight critical fields with colors & styles. Example: Show Closed Orders in red or highlight high-priority orders in bold to help users spot them instantly.

✅ Rearrange Attributes – Place the most frequently used fields at the top of a card or list view. Example: Move “Order Status” above “Notes” to reduce unnecessary scrolling.

✅ Use Column Breaks & Indents – Improve readability by grouping related fields. Example: In an Order Entry screen, separate Shipping Information from Billing Details using column breaks.

🔹 Pro Tip: Keep UI consistent across different objects—users should feel familiar with navigation across different modules in IDF.

A clean and intuitive UI ensures users find what they need fast, reducing training time, errors, and frustration.

Have you customized your UI in IDF? What’s your favorite UI trick? Share below! 👇
#InforIDF #UserExperience #ERPDevelopment #UIOptimization Show less...
Delivered Read

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