Workspace - personalization form for case details

Renaud Larcier
Tera Contributor

Hello 

 

Is there a way to save the settings made in the personalize form of the case details so that when you logout/login again the view remains as per your chosen settings ?

 

RenaudLarcier_0-1757668824405.png

Tx

2 REPLIES 2

M Iftikhar
Mega Sage

Hi @Renaud Larcier ,

you sure it's not working cause I just tested on my PDI, it works even after logout/in.

Also my PDI is on Zurich release.

MIftikhar_0-1757669396700.png

 

FYI: When you use the "Configure > Form Layout" option on a form, you are modifying a specific "view." These changes are saved as a user preference associated with that view. The next time you open a record that uses that same view, your personalized layout will be displayed.

 

Thanks & Regards, 
Muhammad Iftikhar

 

If my response helped, please mark it as the accepted solution so others can benefit as well. 

We're on Yokohama but I will see if it stays indeed with the view. Tx for quick reply