Form personalization administration

Users can customize the layout for any form view by personalizing the form. Form personalization is available in UI16 and UI15.

Administrators can manage this function using the following options.
  • Activate or deactivate form personalization globally
  • Control user access to form personalization based on roles
  • Manage users' personalized forms
Note: Personalizing a form in this way modifies the form for you only. To make changes to a form that are visible to all users, you must configure the form.

Activate form personalization

Form personalization is activated for new instances. To activate form personalization for upgraded instances, an administrator must activate the Form Personalization (com.glide.ui.personalize_form) plugin.

Before you begin

Role required: admin

Procedure

  1. Navigate to System Definition > Plugins.
  2. Right-click the plugin name on the list and select Activate/Upgrade.

    If the plugin depends on other plugins, these plugins are listed along with their activation status.

  3. (Optional) If available, select the Load demo data check box.

    Some plugins include demo data—sample records that are designed to illustrate plugin features for common use cases. Loading demo data is a good policy when you first activate the plugin on a development or test instance. You can load demo data after the plugin is activated by repeating this process and selecting the check box.

  4. Click Activate.

Change form personalization role requirements

By default, the itil role is required to personalize forms. You can change the role requirements.

Before you begin

Role required: admin

Procedure

  1. Enter sys_properties.list in the navigation filter.
  2. Locate the glide.ui.personalize_form.role property in the System Properties list.
  3. In the Value field, specify the roles that can access form personalization.

Manage personalized forms

When a user personalizes a form, the system stores the customizations as a user preference record. You can view and manage the user preferences.

Before you begin

Role required: admin

Procedure

  1. Navigate to User Administration > User Preferences.
  2. Filter the list by [Name] [contains] [personalize].
    There is a user preference for each form view each user personalizes. The name format combines the word personalize with the name of the table and the name of the view. For example, if a user personalizes the default view of the Asset [alm_asset] form, the user preference is called personalize_alm_asset_default.
  3. Delete a user preference to remove the customizations for the user.

Disable form personalization

You can disable form personalization.

Before you begin

Role required: admin

About this task

Activating the Personalize Forms plugin sets the glide.ui.personalize_form property to true. You can disable form personalization.

Procedure

  1. Enter sys_properties.list in the navigation filter.
  2. Locate the glide.ui.personalize_form property in the System Properties list.
  3. Set the Value field to false.
    The personalize form icon is removed from forms.