Personalizing

These options are used to modify the look, feel, and flow of an application. Users must be granted permissions to access these features.

My Personalizations

End-users of applications can make changes to delivered menus forms, lists, and reports using the My Personalizations feature.

Users must be granted access to My Personalizations.

Users can make these types of changes through My Personalizations:

  • Delete unused menus from an application.
  • Reorganize the columns in a list or report.
  • Modify a list to automatically filter and show only records that meet certain criteria.
  • Hide fields that are irrelevant to your workflow.
  • Change label text to make fields stand out on a form or to match your organization's standards.
  • Rearrange fields for ease of navigation.
  • Create a new menu to efficiently navigate from form to form.
  • Add frequently used actions to the toolbar.
  • Create pages that combine frequently used lists or menus.