Is there a way to prevent users from personalizing a form, and still allowing personalizations?
Thanks.
A particular form, or all forms by a specific user? If it is the later I think there is a setting in User Maintenance to disable the user from doing any personalizations.
Or is there a specific form (or forms) that you don’t want any to personalize?
You might be able to make a BPM to delete the personalization(s) and run it on a schedule
Just specific forms. Right now the option is to prevent all personalizations but we would prefer to not do that.
@shannan.patrick , what issue occurred that was caused by a personalization?
We allow our users to personalize, but we don’t really provide support on personalization (or even test personalizations for upgrades). If there is an error after an upgrade, we ask the user to reset layouts to base:
We have not encountered any major issues allowing personalizations (there is only so much you can do with personalizations).
Do you need them to absolutely not be able to personalize this one form? Which (if any) of the following do you want to allow them to do:
- Change the window size
- Reorder columns on a grids
- Change panel/sheet arrangement
- Display normally hidden columns
And is that that you don’t want them to be able to do any of that, or that you don’t want it to save.
So that every time the form is launched, it starts up in the default layout.
Out of the box no. I used BPMs to control this. I created a User Code list of screens that are not allowed be personalized and added a data directive on XXXDef to manage that.
Custom code condition that when true throws a straight up exception
foreach(var row in ttXXXDef.Where(x => x.TypeCode == "Personalization" && (x.Added() || x.Updated())))
{
return (Db.UDCodes.Where(x => x.CodeTypeID == "NOPERZALWD" && x.CodeDesc == row.Key2 && x.IsActive == true).Any());
}
return false;
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Reading that was like trying to decipher a custom license plate.
Oh I got. Just took a second.