Share Your Screen Personalization With Other Users
If you have ever had a situation where another user has perfected the exact screen layout, and you want to use that same layout yourself, but don’t have the time to personalize the forms, then don’t worry. If you ask the user nicely they can save away that layout for you, and then you can apply it to your screens in a heartbeat through the personalization options.
Imitation is the sincerest form of flattery.
How To Do It…
On the form that you want to share, right-mouse-click in the body, and select the Personalize option.
When the Personalization dialog box is displayed click on the Save button on the far right of the form.
This will open up a Save user setup dialog box where you can give your saved screen layout a name and then click on the Close button.
If a user likes you screen layout, and wants to quickly load the same configuration, all they need to do is open up the same form and then right-mouse-click on the body of the form so that the context menu is displayed. Then they need to select the Personalize menu item.
When the Personalization dialog box is displayed, they then should click the Retrieve from user button on the far right.
This will display a list of users that have saved their configurations that they can double click on.
And then they will be asked which configuration they would like to copy (you can have multiple versions saved away).
The next time that they open up the form, they will have the same format as the user that they copied the configuration from.
Good tip Murray, we can use this approach to address the manual set-up often experienced on AX releases where a users stored usage data has to be cleared down.
Thanks Murray. The tip has been really helpful today : )
Thanks very much for the tip. I was wondering though whether there is a way to centrally manage the personalisation of screens. What I mean by this is that a user is responsible for personalising various screens in AX. Then instead of each user having to individually personalise their own screen, albeit it by selecting from the list of users – as mentioned here – could it be distributed out to certain roles / all users. Or is the only other alternative to customise the forms in the AOT?
Jenny, There isn’t a central place to manage all of the screens by default, but the way that I have managed this in the past is to use the Admin user as the keeper of the template formats, and then allowing the users to choose their formats from that user. It sort of works the same way. Murray.
Makes sense. Thanks Murray 🙂
Thanks. This was easy 🙂
You’re welcome 🙂
Murray, I have recommended this approach of having a centralized user (AXFORMS) to my client that we store all personalizations to and have the users retrieve the form view from the user. The problem I am running into is that my client has 40+ legal entities and the form personalizations are stored at the company/legal entity level. They obviously do not want to have to personalize all forms under the AXFORMS user in all 40 legal entities. I have looked into the SysLastValue table where this data is stored to the User and Company..is there a job I could run to copy all personalizations from user AXFORMS to all other companies/data areas ids for the same userid? This job could be ran each time they make changes on the master company. Any tips would be very helpful.
Murray, I have recommended this approach to my client of having a centralized user (AXFORMS) that we store all personalizations to and have the users retrieve the form view from that user. The problem I am running into is that my client has 40+ legal entities and the form personalizations are stored at the company/legal entity level. They obviously do not want to have to personalize all forms under the AXFORMS user in all 40 legal entities. I have looked into the SysLastValue table where this data is stored to the User and Company..is there a job I could run to copy all personalizations from user AXFORMS to all other companies/data areas ids for that same userid? This job could be ran each time they make form personalization changes to AXFORMS on the master company. Any tips would be very helpful.
Clayton, Unfortunately I am not sure that there is a good solution for this – I would love to know where all of the personalization is stored so that I could create some sort of maintenance routing that would save, archive and copy the personalization. It would make this feature even more useful. Murray.
Is there any update on this or work around as I have a client in the same situation.
Mark, Unfortunately not that I know of 😦 Murray
I use this and share my layouts, but from time to time IT decide to remove all personalisations as they feel they have a detrimental affect on performance, at this time I also lose all my saved layouts and have to do them all again. Is there a way to save the layouts and export/save elsewhere for later import. perhaps download to a PC or network drive, etc.
Tony, darn that IT department. Unfortunately with 2012 there is no way to save the personalization’s locally. The best that you can do is save them to an alternate persona that IT doesn’t clean out. With AX 7 there is an export option where you can save your personalizations to XML and then share and reimport them in, but I guess you will have to wait until you upgrade for that ;-( Murray.
Thanks for that, sorry for late response. Losing all personalisations again this weekend so went hunting again for an answer and found my original question. IT have been told that personalisations are slowing the whole system down. I think that they are clutching at straws. AX12 is just a slow beast. If I had the response from websites at home as I do going from screen to screen at work I would find a new ISP.
Reading Tony’s comment brought to mind what our IT department has said about personalization. They don’t support them because they “say” that personalization is what slows down a user experience. I don’t buy it and I can’t find anything about it on the web. Anybody have any insite?