Workspace - personalization form for case details
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09-12-2025 02:26 AM
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
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CSM Configurable Workspace
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09-12-2025 02:30 AM - edited 09-12-2025 02:33 AM
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.
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
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09-12-2025 06:03 AM
We're on Yokohama but I will see if it stays indeed with the view. Tx for quick reply
