Personalize feature

You can use the Personalize feature to customize windows, pop-up windows, and features and functions in the left panel.

The Personalize feature is comprised of the Personalize window and the SA Personalization Administration function. The Personalize window provides access to the layout of the user interface (UI) that you use to change the UI. When you save the changes, a SA Personalization Administration record is created. You can modify, copy, and delete the personalization records. If you change the level when you modify or copy a record, the UI changes are applied, based on the hierarchy of personalization levels. When you delete a record, the UI that is restored is also based on the hierarchy.

The UI is comprised of components such as fields, buttons, grids, grid columns, toolbars, field sets, tab sets, expandable areas, and sub views. On the Personalize window, these components, referred to as controls, are displayed in containers that are outlined by dotted lines. A window can contain multiple containers. The controls can be nested and arranged in rows and columns within the containers. Containers that are gray are not displayed in the live UI.

This table shows where you can access the Personalize feature:

Component	Personalize access location
Function window	Toolbar of window header
Panel	More . . . icon
Pop-up window	Personalize icon or More . . . icon

If a function is comprised of multiple windows, you must access the window you want to personalize before you access the Personalize feature.