SEO-Optimized Description
This walkthrough provides a practical overview of navigation, forms, and personalization in Infor CloudSuite Industrial (CSI), helping users work more efficiently within the ERP system. The session explains how CSI forms are used to enter, display, validate, and manage business records such as quotes, orders, customers, vendors, and jobs—supporting day-to-day operational tasks across the organization.
Users learn multiple ways to access forms in CSI, including homepage widgets, bookmarks, and the Explore menu, which organizes system functionality by role, process, or concept. The video highlights how grids and forms work together, allowing users to select records, customize column layouts, and tailor views without impacting other users—thanks to profile-based personalization.
The session also demonstrates Excel integration, showing how users can export data for analysis or import records back into CSI with full validation and security controls. Linked forms are introduced as an intuitive way to drill down into related data—such as viewing customer orders—while maintaining context and avoiding unnecessary navigation.
Advanced personalization options are covered, including adding custom fields, buttons, shortcuts, and automation triggers using the Infor Mongoose platform. With role-based security controls, organizations can tightly manage who can access, modify, or view specific data and features, ensuring flexibility without compromising governance.
Finally, the walkthrough explains advanced filtering techniques, including multi-field filters, operators, wildcards, saved filters, and reusable criteria—making it easy to quickly switch between record sets and focus on the data that matters most.
This session is ideal for users, administrators, and IT teams looking to maximize productivity, usability, and control within Infor CloudSuite Industrial.
SEO Keyword List
Primary Keywords
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Infor CloudSuite Industrial
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CSI forms
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Secondary Keywords
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ERP forms and grids
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Role-based dashboards
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CSI personalization
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Infor Mongoose platform
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Feature & Functionality Keywords
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Linked forms
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ERP filtering and search
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Excel integration with ERP
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Custom fields and buttons
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Role-based security
Use-Case Keywords
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Customer and order management
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ERP data entry and validation
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Manufacturing ERP navigation
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ERP record management
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Workflow efficiency
Long-Tail Keywords
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How to navigate Infor CloudSuite Industrial
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Using forms and grids in Infor CSI
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Personalizing CloudSuite Industrial
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ERP role-based security best practices
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Filtering and exporting data in Infor CSI
