Personalize AgilePoint NX

To personalize AgilePoint NX, do the procedure in this topic.

How to Start

  1. Click Settings .

Procedure

  1. Configure these as necessary.
    Document Description

    Portal Branding

    Configures the branding for your portal site, such as site name, logo, and banner.

    Portal Manage Modules

    Specifies whether to show the AgilePoint apps on your portal site. For example, Work Center, Manage, Build Apps, Report, Collaborate, and Help.

    Work Center Common Settings

    Configures the basic settings for the Work Center. For example, max items to retrieve, items per page, open task in new window, and task colors.

    Work Center Column Settings

    Configures the columns that show in the Work Center.

    Work Center Tab Settings

    Configures how tabs show in the Work Center.

    Build Apps Common Settings

    Configures the items that show in the App Builder.

    Build Apps Process Designer

    Configures the Process Builder. For example, enable quick start wizard for new application and allow deleting application permanently.

    Build Apps Form Designer

    Configures the eForm Builder. For example, launch configuration window and toolbar settings.

    Page Builder Settings screen

    Configures the Page Builder. For example, default page name, allow to delete pages, and enable demo pages.

    Data Entity Settings screen

    Configures the entity in AgilePoint NX. For example, allow custom entity deletion, save, and reset.

    Tenant Settings

    Configures your AgilePoint NX tenant. For example, tenant information, mobile eForm settings, and reset storage key.

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