I would like to display a “List layout” for a column in CSM.

keisuke miya
Tera Contributor

Hello everyone,

I would like to confirm to change the column order in which the Line items and each task appears in the CSM. I would like to edit the above using the list layout.

 

  • For example, go to ALL>Customer Oders and open the Order record.
  • Select Order Line Items.
  • Right click on any of the columns.
  • The list layout does not appear in Configure.
    note: The listout will be visible to anyone with the Admin role.

I am not sure if this is ACL related or some other configuration issue and would like to know how to handle this.

1 ACCEPTED SOLUTION

Vishal Jaswal
Giga Sage

Hello @keisuke miya 

 

  • Check User Roles: Verify you or all such users have the personalize_list role assigned (table: sys_user). 
  • Elevated Privilege: Ensure "Elevated Privilege" is unchecked for the personalize_list role in the User Roles table (sys_user_has_role). 
     

Hope that helps!

View solution in original post

4 REPLIES 4

Medi C
Giga Sage

Hi @keisuke miya,

 

Please check if "Elevated Privilege" is checked for the personalize_list role.

Make sure it’s unchecked.


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Hi @keisuke miya,

 

Was this helpful? Is the issue resolved?

 


If you found this helpful, please hit the thumbs-up button and mark as correct. That helps others find their solutions.

Vishal Jaswal
Giga Sage

Hello @keisuke miya 

 

  • Check User Roles: Verify you or all such users have the personalize_list role assigned (table: sys_user). 
  • Elevated Privilege: Ensure "Elevated Privilege" is unchecked for the personalize_list role in the User Roles table (sys_user_has_role). 
     

Hope that helps!

keisuke miya
Tera Contributor

Hi @Vishal Jaswal  @Medi C 

Thanks for sharing the procedure!
I solved the problem by applying personalize_list to sys_user.