General Description of the Feature
How Overwrite Works:
- If user customizations exist, the admin is prompted to confirm the deletion. The validation message includes the user name of the users that will be overwritten.
- If confirmed, all 'My List' customizations are removed for this list.
- If no user customizations are found, the action is equivalent to 'Save.'
Forms Personalization
Loading Order
- Original fields from the codebase.
- Admin-level customizations (if present).
- User customizations (if present).
Form Personalization
Users can toggle the visibility and change the order of fields in this mode.
- Change Field Visibility
By toggling the checkbox, users can switch a control from visible to hidden and vice versa. - Change Field Order
Users can change the order of controls by using up and down arrow buttons. - Save
Saves user-defined customizations. - Reset
Deletes user-defined customizations, reverting to admin customizations if they exist. - Cancel
Discards any unsaved changes and closes the personalization popup.
Form Personalization (Admin)
Visible and accessible only to admins (users with access to BC 12344), this version shows only admin-made changes.
- Required
Admins can modify the required status of fields. - Extra Validations
Admins can access extra validations through the cog icon, setting additional rules for a field. - Save-Cancel-Reset
These actions save or revert site-wide admin customizations for this form. - Overwrite
Functions as the save button but checks for any user-defined customizations.
How Overwrite Works:
- If user customizations exist, the admin is prompted to confirm the deletion. The validation message includes the user name of the users that will be overwritten.
- If confirmed, all Form Personalization of all users for this form are deleted.
- If none are found, then the user gets the same success message as in the grid list personalization.
Business Benefit
- Grid list Personalization ensures an enhanced user experience by allowing individuals to tailor their views according to personal preferences. Users can choose between a uniform "Default List" view and a personalized "My List" view, improving usability and efficiency.
- Forms Personalization allows users to create a personalized work environment by adjusting field visibility and order. This feature caters to individual work preferences, optimizing the efficiency of daily tasks.
Configuration
Business Cases
- 12343 - Gridlist Default Views Admin
- 12344 - Forms Default Views Admin
Additional Information
N/A
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