Workspace - personalization form for case details
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
8 hours ago
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 ?
Tx
- Labels:
-
CSM Configurable Workspace
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
7 hours ago - last edited 7 hours ago
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.
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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
4 hours ago
We're on Yokohama but I will see if it stays indeed with the view. Tx for quick reply