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This process allows the user to personalize the page that is currently opened. To extend the options, you might need to click on more, for more options. The user can click on “+ Field” to add new fields on the page. Also, when the mouse is hovered around a field, an arrow appears at the top right corner of the field and from there the user can either freeze the pane, move it to preferred place, or remove it entirely. When personalization in is completed, click on done. However, the user can click on clear personalization to clear the changes that has have been made.
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Profile (Role)
The user may choose to set a particular form for a specific role. With this the user must change their current role to the specific role they desire to set a customization for and then customize the pages as they deem it.
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The process may be started off by:
Looking Click the search button, search for Profiles (Roles)
Clicking Click on the ProfileProfiles (roles)
Click on Customize Pages
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Related then click on User Personalization List
Select the user you want to change the role of
Change to role to your needs
Important
These personlizations will be transferred over to the user who are using the same profile
The user may still decide to amend their own personalizations.
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