Using the Personalizations tool

The Personalizations tool can be used by H5 administrators to manage personalizations (customizations) to M3 forms that were created by H5 users. From the application menu, select Administration Tools > H5 Administration > Personalizations tab.

The tool has different personalization views:

  • Global

  • Role

  • User

  • Program

You drill down starting at any of these views. When you reach a specific panel, it is possible to see what types of personalizations exist on a panel and how many of that type. Examples of personalization types are hyperlinks, conditional styles, context publisher, and replacement texts. There is no preview, but if you drill down on a specific type, a dialog with the definition XML is displayed.