Personalizing screens

  1. Access the session to be personalized.
  2. Click Personalize.
  3. Select the level of personalization: User, Customer, Company, or System. The Personalize screen is displayed.
    Note: You can also change the level using the Change Level option from the More Actions menu on the Personalize pane.
  4. Hover over the required field.
  5. Select the Edit option from the ellipsis menu. The Edit Control window is displayed, wherein you can specify the new label of the field in the Custom Label field.
    Note: 
    • You can use the Move option from the ellipsis menu to change the position of the field by selecting the Back or Forward options, on the screen. You can also drag and drop a field.
    • You must select the Active check box on the Personalize panel to activate the personalization record.
  6. Click Save on the Personalize pane to apply the personalization.
    Note: 
    • You must sign out of the application and sign in again to view the applied changes.
    • You can use these options from the More Actions menu on the Personalize panel:
      • Change Level: Enables you to change the level of personalization.
      • Reset to Default Layout: Enables you to revert the changes.
      • Show JSON: Enables you to view the changes made in the JSON format.
      • Highlight Changes: Enables you to highlight the changed fields and options on the screen.
    • You can set these check boxes on the Personalize screen:
      • Hidden: To hide a field on a screen, only if the field is not a mandatory field.
      • Collapsed: To collapse a section of the screen.