Personalization

When a user personalizes a screen in the application, a record is created on the Personalization Administration screen. Administrators can manage the personalization records of all users, in an environment.

Administrators can perform these actions on the Personalization Administration screen:
  • Create, modify, copy, delete, export, or import the personalization records of one or more users.
  • Filter the records by view ID, level, or status.
  • Activate or deactivate the personalization record of a user using the Active check box on the Personalize screen.
  • Modify the view ID, personalization level, and JSON data of a record.
    Note: To modify a personalization record, using the Designer option on the Personalize screen is recommended because manually modifying the JSON data can pose risks.
  • Copy the record and change the level for the new record.
  • Delete a record.