Administering form personalization

Administrators can configure several aspects of form personalization, which allows users to customize the layout for any form view.

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 the personalized forms of users.
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

About this task

For evaluation, you can activate the plugin for an application that requires a purchased subscription on a sub-production instance. To activate the plugin on production instances, you must purchase the subscription. To purchase a subscription, contact your ServiceNow account manager. For details on purchasing a plugin, see Purchase a plugin.

Some plugins require activation by ServiceNow personnel. Request these plugins through the HI Customer Service System instead of activating them yourself. For details, see Request a plugin.

For plugins that you can activate yourself, continue with the following steps.

Procedure

  1. Navigate to System Definition > Plugins.
  2. Find and click the plugin name.
  3. On the System Plugin form, review the plugin details and then click the Activate/Upgrade related link.

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

    If the plugin has optional features that are not functional because other plugins are inactive, those plugins are listed. A warning states that some files are not installed. If you want the optional features to be installed, cancel this activation, activate the necessary plugins, and then return to activating the plugin.

  4. (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 also load demo data after the plugin is activated by clicking the Load Demo Data Only related link on the System Plugin form.

  5. Click Activate.

Change form personalization role requirements

By default, the itil role is required to personalize forms, but you can change this requirement with a system property.

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

If you do not want your users customizing forms, 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.