Status

DONE 

Author

Feature No.

ODP-6672 - Getting issue details... STATUS

Test Case No.

ODP-7657 - Getting issue details... STATUS

Related Features
Tenant

Product(Demonstration)

Main Version

3.15.0 

Patched Versions

-

Conf. for Technical Upgrade

No

General Description of the Feature

Grid list Personalization

In every grid list, the "View" (eye) icon displays at least two views: "Default List" and "My List."

Both options provide a list view of the grid list. Additionally, there's a new action called 'Set this view as default,' allowing users to set the currently selected list as the default view for future access.

Default List

In this view, columns' order and visibility are uniform for all users of the site. Admin users, with access to BC 12343, can modify columns by selecting the “Reorder Columns” action.

(warning)  Note: If a non-admin user clicks "Reorder Columns," the view switches to "My List" and the user receives a  respective message.

My List View

This view is user-specific, allowing users to reorder and hide columns. If no user-specific customization exists, the default list is shown as a starting point.

Reorder Column Popup Actions

  1. Hiding and Showing
    Users can click and drag tiles between the 'Available' and 'Selected' categories. Moving a tile to 'Available' hides the column, and moving it to 'Selected' makes the column visible.
  2. Reordering
    Users can rearrange the order of visible columns using a click-and-drag method.
  3. Save
    The "Save" button saves customizations for either the entire site (Default List) or the current user only (My List).
  4. Cancel
    This action closes the popup without committing any changes.
  5. Reset
    The 'Reset' action removes selected customizations. In Default List, it reverts to the original column order. In 'My List,' it reverts to the Default List's order.
  6. Overwrite
    Exclusive to Default List (admin), it saves the customization and removes any user-specific 'My List' customizations (as 'Reset' action).

Table of Content

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

  1. Original fields from the codebase.
  2. Admin-level customizations (if present).
  3. User customizations (if present).

Form Personalization

Users can toggle the visibility and change the order of fields in this mode.

  1. Change Field Visibility
    By toggling the checkbox, users can switch a control from visible to hidden and vice versa.
  2. Change Field Order
    Users can change the order of controls by using up and down arrow buttons.
  3. Save
    Saves user-defined customizations.
  4. Reset
    Deletes user-defined customizations, reverting to admin customizations if they exist.
  5. 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.

  1. Required
    Admins can modify the required status of fields.
  2. Extra Validations
    Admins can access extra validations through the cog icon, setting additional rules for a field.
  3. Save-Cancel-Reset
    These actions save or revert site-wide admin customizations for this form.
  4. 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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