*This page was machine-translated from Japanese and may contain inaccuracies.
- Introduction
- Customizing Lists and the Global-Menu
- Customizing Detail Views and Fields
- Customizing Sublists
- Customizing the Action Menu
- Customizing Options and Phases
- New Dashboard
Introduction
PORTERS provides many customizable elements to fit your specific usage and operational needs.
Customization features can only be accessed by users with the System Administrator user type. Standard users cannot make changes related to customization.
However, even for standard users, understanding what can be customized—such as screen layouts, fields, and menu names—can offer the following benefits:
- It becomes easier to identify opportunities for operational improvement through customization and to discuss them with system administrators.
- When noticing unexpected changes, it helps determine whether they are system issues or the result of customization.
- Explanations based on a typical PORTERS environment for recruitment agencies can be more easily adapted to your own PORTERS environment.
- Even if internal manuals are outdated, references to PORTERS operations can be reinterpreted based on the latest environment.
For these reasons, we recommend that all users, regardless of user type, read through the content on this page.
(Please note that there are many other customizable settings not covered here. Refer to the category Settings / Customization Manuals for further details.)
How to access the customization screen / Identifying user types
After logging in to PORTERS, you can access “Customization” from the [Gear] icon (Settings) in the top-right corner.
Users with the Standard User type will see a message and will not be able to access this area.
Customizing Lists and the Global-Menu
On most PORTERS screens, you can customize the contents of the Global-Menu (the black menu bar displayed at the top of the screen), as well as the List views that can be accessed from each menu item in the Global-Menu.
Examples of customizable elements
-
Global-Menu
- Menu item names
- Menu item layout (order and visibility)
- Creating new menu items and setting Criteria (adding new resources is not supported)
-
List
- Field layout (order and visibility)
If you need more details, please refer to the following page.
Note that the display position and order of each menu item within the Global-Menu can also be customized as a user-specific setting that applies only to the logged-in user's browser.
Customizing Detail Views and Fields
You can customize the fields displayed on the Detail view, which appears when you click a record title (such as an ID or name) in a List view and is shown covering roughly the right half of the screen.
Field settings and the Detail view layout are linked with the New and Edit record screens, as well as the Search Condition edit screen, and changes will affect those screens as well.
Examples of customizable elements
-
Detail view
- Changing resource names
- Field layout (placement and visibility)
-
Field
- Field name
- Required / optional setting
- Whether the field is used as a search filter (visibility on the Search Condition edit screen)
- Default value (applies only when entered directly from the PORTERS UI)
- Other settings related to input behavior, display, and restrictions
If you need more details, please refer to the following pages.
Customizing Sublists
At the bottom of the Detail view, there is a Sublist area that displays related records linked to the current record. You can customize the content shown in this area.
Examples of customizable elements
- Sublist layout (order and visibility)
- Sublist name
- Field layout within the Sublist (order and visibility)
If you need more details, please refer to the following page.
Customizing the Action Menu
On List views, Detail views, and Sublists at the bottom of Detail views, you can customize the contents of the Action Menu, which provides access to various operations for the displayed or selected records.
Examples of customizable elements
- Action Menu layout (order and visibility)
- Action Menu name
- Creating custom actions
If you need more details, please refer to the following page.
Customizing Options and Phases
You can edit the Option-type values used throughout PORTERS.
Each resource has a field called “Phase”. While it behaves similarly to other Option-type fields in many situations, it is actually a special field with its own unique constraints and features.
Examples of customizable elements
- Option layout (order and visibility)
- Changing option names
- Adding and deleting options
If you need more details, please refer to the following pages.
New Dashboard
This is a slightly different type of customizable feature. The New Dashboard is displayed immediately after login and allows you to view information related to your own or your team's performance, such as KPIs.
*If the New Dashboard settings are inappropriate or not configured, or if no dashboards are available for the user, the New Dashboard will not be displayed and the TOP screen will be shown instead.
*You can still access the legacy dashboard from the TOP screen, but it is a different feature from the New Dashboard described here.
*This image shows the screen in Japanese.
If you need more details, please refer to the following sections.
Users who can view the New Dashboard can customize some of the displayed content to their preference.
For more details, please refer to the following page.
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