Customizing the Console

You can tailor the PROLIN Smart Client console to better suit your workflow. These customizations are saved when you close the console, ensuring your layout is preserved for the next session.

🔄 Changing the MyTasks View

MyTasks

The MyTasks view is a great place to start your day. It shows:

  • Items assigned to you
  • Items assigned to your group
  • Approval tasks

You can customize this view if certain sections are not relevant to you.

To Resize Windows:

Splitter
  • Drag the splitter to resize any pane within the MyTasks view.

📏 Minimizing and Maximizing the Ribbon

To focus on your work, you can hide the ribbon to maximize vertical space. To toggle the ribbon:

  • Press Ctrl + F1 to minimize or maximize.
  • When minimized:
    • Click a tab to open it temporarily.
    • The ribbon will auto-hide again after a command is used.

🧱 Moving Action Windows

Action windows can be rearranged to better fit your workflow.

To Move an Action Window:

Moving Action Windows
  1. Hover over the action window name to open it.
  2. Pin the window open.
  3. Click and drag the title bar to move it.
  4. Drop it on a location marker (blue shaded area).
  5. Unpin the window to allow it to scroll.

💡 Markers show valid drop zones inside and outside the console. You can dock windows precisely as needed.

Action Window Outside Markers

🧭 Customizing the Navigator

To adjust how views are grouped or tracked in the Navigator:

  • Click Customize Groups at the top of the Navigator.

Track Navigation Behavior

Track Navigation Behavior:

  • If off: Navigator stays where you last left it.
  • If on: Navigator follows the currently active tabbed view.

🖥️ Maximizing the Workspace

For a broader view, use one or more of the following methods:

Workspace options
  • Close action windows.
  • Minimize the ribbon with the button on the far right of the ribbon tabs.
  • Maximize the application window using the top-right button or press Alt + Space → Maximize.
  • Toggle Full Screen from the Workspace group on the Home tab.

Full screen mode hides pinned action windows, minimizes the ribbon, and maximizes the main window.

Fullscreen enabled

To exit full screen:

  • Click the Home tab, then click Toggle Full Screen again.
  • Or maximize the ribbon and click the same button.

📄 Maximizing the Form

Sometimes fields in a form are hidden or truncated. To get a full view:

Form options
  1. Open the form.
  2. Use navigation controls: First, Previous, Next, Last.
  3. Press Ctrl + F1 to minimize the ribbon.
  4. Click the Maximize button in the upper-right corner of the form or press Alt + Space → Maximize.

These customization options help you make PROLIN Smart Client your own—streamlining daily work and improving visibility.

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