Personal list administration

Users can customize the layout for any list view by personalizing a list. Administrators can manage the personal lists of other users.

Administrators can manage personal lists using the following options:

  • Activate or deactivate it globally
  • Control user access to it based on roles
  • Manage users' personal lists
The personal list function requires the list mechanic UI macro.
Note: Administrators may also create global views for various roles or tasks. Personal lists modify a specific view according to individual user preferences.

Enable or disable personal lists

You can enable or disable personal lists through the UI Macros module.

Before you begin

Role required: ui_macro_admin

Procedure

  1. Navigate to System UI > UI Macros.
  2. Activate (or deactivate) the list_mechanic2 UI macro.

Control which roles can personalize lists

You can control who can create personal lists.

Before you begin

Role required: admin

Procedure

  1. Navigate to System Properties > UI Properties.
  2. Locate the property List of roles (comma-separated) that can use Personal Lists. If blank, all can use (glide.ui.list_mechanic.roles).
  3. Enter the roles for which personal lists are available, separated by commas, or leave the field blank to allow access for all users (default).

Manage personal lists

Administrators can manage personal lists.

Before you begin

Role required: admin

Procedure

  1. Navigate to System UI > Lists.
  2. Review personal lists that have a value in the User field.