Administering form personalization

Administrators can configure several aspects of form personalization, which allows users to customize the layout for any form view.

Administrators can manage this function using the following options.

• Activate or deactivate form personalization globally.
• Control user access to form personalization based on roles.
• Manage the personalized forms of users.

주:

Personalizing a form in this way modifies the form for you only. To make changes to a form that are visible to all users, you must configure the form.

Activate form personalization

Form personalization is activated for new instances. To activate form personalization for upgraded instances, an administrator must activate the Form Personalization (com.glide.ui.personalize_form) plugin.

시작하기 전에

프로시저

1. Navigate to All > System Applications > All Available Applications > All.
2. Find the Form Personalization (com.glide.ui.personalize_form) plugin using the filter criteria and search bar.

   You can search for the plugin by its name or ID. If you cannot find a plugin, you might have to request it from ServiceNow personnel.

3. Select Install to start the installation process.
   주:

   When domain separation and delegated admin are enabled in an instance, the administrative user must be in the global domain. Otherwise, the following error appears: Application installation is unavailable because another operation is running: Plugin Activation for <plugin name>.

   You will see a message after installation is completed. For information about the components installed with a plugin, see Find components installed with an application.

Change form personalization role requirements

By default, the itil role is required to personalize forms, but you can change this requirement with a system property.

시작하기 전에

Role required: admin

프로시저

1. Enter sys_properties.list in the navigation filter.
2. Locate the glide.ui.personalize_form.role property in the System Properties list.
3. In the Value field, specify the roles that can access form personalization.

Manage personalized forms

When a user personalizes a form, the system stores the customizations as a user preference record. You can view and manage the user preferences.

시작하기 전에

Role required: admin

프로시저

1. Navigate to All > User Administration > User Preferences.
2. Filter the list by [Name] [contains] [personalize].
   There is a user preference for each form view each user personalizes. The name format combines the word personalize with the name of the table and the name of the view. For example, if a user personalizes the default view of the Asset [alm_asset] form, the user preference is called personalize_alm_asset_default.
3. Delete a user preference to remove the customizations for the user.

Disable form personalization

If you do not want your users to customize forms, you can disable form personalization.

시작하기 전에

Role required: admin

이 태스크 정보

Activating the Personalize Forms plugin sets the glide.ui.personalize_form property to true. You can disable form personalization.

프로시저

1. Enter sys_properties.list in the navigation filter.
2. Locate the glide.ui.personalize_form property in the System Properties list.
3. Set the Value field to false.