# 10.200.100 - personalizations not being applied

**URL:** <https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069>\
**Category:** Epicor ERP 10\
**Created:** [April 17, 2018, 8:58pm UTC](https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069 "2018-04-17T20:58:10Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![bordway](https://www.epiusers.help/user_avatar/www.epiusers.help/bordway/32/30753_2.png) [@bordway](https://www.epiusers.help/u/bordway)\
**Post date:** [April 17, 2018, 8:58pm UTC](https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069/1 "2018-04-17T20:58:10Z")

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And wondering if anyone has seen anything like this

Over the weekend Upgraded to 10.200.1  
Now am having issues with personalizations

- Where a menu item has a customization specified, personalizations are not loading.
- Note that for menu items without a customization specified, the personalizations are loading.

A couple things I’ve tried so far with no change…

- Cleared cache
- Deleted any existing personalizations for a form
- Added new customizations from scratch - simple copies of base forms.
- Added new menu items to specify the customizations on

Thanks

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**Author:** ![Banderson](https://www.epiusers.help/user_avatar/www.epiusers.help/banderson/32/50875_2.png) [@Banderson](https://www.epiusers.help/u/Banderson)\
**Post date:** [April 17, 2018, 9:03pm UTC](https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069/2 "2018-04-17T21:03:04Z")

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Throwing this out there in case you don’t know (you maybe do?) Personalizations are customization specific. So if you add a customization, they lose their personalization. It’s annoying.

But they should be able to create a new one on top of a new customization. Is that what you are having problems with?

 ![image](https://epiusers.help/uploads/default/original/2X/6/6d36f458a09849e41d8130f092a190da36332fcf.png)

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**Author:** ![danbedwards](https://www.epiusers.help/letter_avatar_proxy/v4/letter/d/9f8e36/32.png) [@danbedwards](https://www.epiusers.help/u/danbedwards)\
**Post date:** [April 17, 2018, 11:58pm UTC](https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069/3 "2018-04-17T23:58:37Z")

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I have seen issues with Save Layouts & Personalizations in 10.2.100.9 - .12 and guessing it is present in earlier releases as well. Save Layouts works fine on a base menu item but not a customized menu item. I also noticed that before when you could make changes using Save Layouts, go into Customization Mode, and save (to save the layout change) do not work any longer as well.

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**Author:** ![bordway](https://www.epiusers.help/user_avatar/www.epiusers.help/bordway/32/30753_2.png) [@bordway](https://www.epiusers.help/u/bordway)\
**Post date:** [April 18, 2018, 2:34am UTC](https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069/4 "2018-04-18T02:34:25Z")

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> [@danbedwards](#):
>
> Save Layouts & Personalizations in 10.2.100.9 - .12

Yes, I think it is this one… thanks.

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**Author:** ![Nancy](https://www.epiusers.help/letter_avatar_proxy/v4/letter/n/4af34b/32.png) [@Nancy](https://www.epiusers.help/u/Nancy)\
**Post date:** [April 18, 2018, 12:49pm UTC](https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069/5 "2018-04-18T12:49:07Z")

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Good Morning,  
I just wanted to throw a caveat out there Brandon to “if you add a customization they lose their personalization”. We use a technique that has been so very helpful for our moderately customized epicor and I’d like to share it.

We call all of our production db applied customizations with a suffix (TUSA) and use the same name again and again to overwrite existing customizations. We do save a Rev version of the customization exported to a folder and we do provide a label on the customization “Rev 1” , etc. for rev tracking of what’s actually deployed.

Using this method we don’t have to redo menu maintenance customization assignments throughout when new revision of a customization is applied to produciton. Additionally a bonus! ~ the personalizations stay for same named customization. Occasionally a new customization will corrupt a personalization, but it’s fairly rare.

HTH someone 🙂  
Nancy

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**Author:** ![bordway](https://www.epiusers.help/user_avatar/www.epiusers.help/bordway/32/30753_2.png) [@bordway](https://www.epiusers.help/u/bordway)\
**Post date:** [April 18, 2018, 4:33pm UTC](https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069/6 "2018-04-18T16:33:25Z")

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> [@Nancy](#):
>
> use the same name again and again to overwrite existing customizations

This is how I have been preserving personalizations too.

In this case it is something new after the upgrade.  
The personalizations just aren’t being applied normally now.

IF there is a customization, then associated personalization(s) will not load  
IF only the base form, then associated personalization(s) will load

> [@danbedwards](#):
>
> Save Layouts & Personalizations in 10.2.100.9 - .12

This seems to confirm my suspicion that it is just a bug and not due to anything we’re doing.

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**Author:** ![mbilodeau](https://www.epiusers.help/user_avatar/www.epiusers.help/mbilodeau/32/40061_2.png) [@mbilodeau](https://www.epiusers.help/u/mbilodeau)\
**Post date:** [May 2, 2022, 4:03pm UTC](https://www.epiusers.help/t/10-200-100-personalizations-not-being-applied/44069/7 "2022-05-02T16:03:37Z")

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I’ve been strugling with this issue this morning. A user wanted to change the “Group By” setting of a dashboard grid, to group by employee ID instead of employee name. The dashboard has a customization. The user just cannot get the “Save Layout” action to actually save the change, it reverts back to the original each time the user close/reopen the dashboard.

I found a pattern that worked:

1. Open the form with developer mode = off
2. Disable the “Group By” setting of the grid
3. Save Layout
4. Close and Reopen the form, still with developer mode = off
5. Enable the “Group By” setting of the grid
6. Drag/drop the required column header in the group by section
7. Save Layout

This is the only way we found to make the “Save layout” action actually save the layout.
