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Administering form personalization

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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

Procedure

  1. Navigate to System Definition > Plugins.

    A banner appears to notify you that you are in the All Applications page, which contains plugins and ServiceNow Store applications.

    Note:
    To redirect to the legacy list view for plugins, click the link.
    Legacy list banner
  2. Find the plugin with the filter criteria and search bar.

    You can search for the plugin by its name or ID.

    If you cannot find a plugin, you may have to request it from ServiceNow personnel. To request a plugin, follow the steps in Request a plugin.
  3. Activate the plugin.

    You can activate the plugin directly from the All Applications page or view more details about the plugin before activating it.

    • If you are certain that you have the correct plugin, click Install, and then click Activate in the dialog box that appears.
      Plugin dialog box
    • To view plugin details before activation:
      1. Click the plugin name.
      2. On the form, click the Activate/Update related link.
      3. On the dialog box that appears, review the dependent plugins.

        If your plugin requires dependent plugins, they are activated automatically when you activate your plugin if they are not active already.

      4. If demo data is available and you want to install it, click Load demo data.

        Some plugins include demo data, which are sample records that illustrate plugin features for common use cases. Load demo data when you first activate the plugin on a development or test instance. You can always load demo data later by clicking Load demo data only on the 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 to customize 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.
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