Personalization (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Right-click in a field on a form and select Personalize. Use this form to set up a Microsoft Dynamics AX form.
You can personalize your view of forms anywhere in Microsoft Dynamics AX. You can, for example, hide fields and personalize the way that you navigate within a form.
Your changes are saved and remain set after you close the form. Your changes do not affect other users’ views of the form.
Security Note |
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If you do not want users to personalize forms, you must set up security privileges so that this form is not accessible to users. |
You can open the Personalization form in two ways:
File > Command > Personalize
Right-click in a field on a form and select Personalize.
You cannot reposition all controls and elements within a form. The following table contains a list of valid actions and restrictions.
Controls |
Valid actions |
---|---|
Form |
Everything can be moved into a form except a tab. |
ButtonGroup |
Only buttons, command buttons, menu buttons, menu item buttons, and separators can be moved into a ButtonGroup. |
MenuButton |
Only buttons, command buttons, menu item buttons, and separators can be moved into a MenuButton. |
Grid |
Only string edit, int edit, real edit, date edit, time edit, check box (enum yes/no), combo box (all enums), window (image), and group (excluding nested groups) can be moved into a grid. |
Table |
Only string edit, int edit, real edit, date edit, time edit, check box (enum yes/no), combo box (all enums), window (image), and group (excluding nested groups) can be moved into a table. |
Group |
Everything can be moved into a group except tabs and separators. |
Tab |
Everything can be moved into a tab page except another tab page and separators. |
Tasks that use this form
Add a field to a form
Open a form, and in any field, right-click and select Personalize to open the Personalization form.
In the Layout view, select the node where you will add a field.
Click Add fields.
Select a field, and then click Add.
Reposition a field on a form (Method 1)
Open a form, and in any field, right-click and select Personalize to open the Personalization form.
Select a field in the form structure.
Click the Up button, the Down button, the Right button, or the Left button, respectively, to move the field over one position in the form.
Reposition a field on a form (Method 2)
Open a form, and in any field, right-click and select Personalize to open the Personalization form.
Use a drag-and-drop operation to move a field name from one position to another.
A line will indicate the new field position. If a line is not displayed, the field cannot be moved.
Turn off field editing in a form
Open a form, and, in any field right-click and select Personalize to open the Personalization form.
In the Layout view, select the field to turn off.
Clear the Edit contents check box in the Properties field group.
Click Save.
In the Save user setup form, type a name for your new form setup.
Hide a field on a form
Open a form, and in any field, right-click and select Personalize to open the Personalization form.
In the Layout view, select the field to hide in the form.
Clear the Visible check box in the Properties field group.
Click Save and type a name for the new form setup.
The field is now hidden, and you cannot modify the field in the form.
Reset the form layout
Open a form, and in any field, right-click and select Personalize to open the Personalization form.
Click Reset to reset the form layout to the default setup.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Layout |
Displays the form layout and properties. The Layout section displays the contents of the current form. Expand the list to view all the tabs, field groups, and fields. |
Information |
Displays information, such as the name of the form, when and by whom the form was created, when and by whom it was last modified, and version number information. |
Query |
View the active query that includes relations, ranges, and sorting. Note This tab is visible only if you have administrator rights. |
Buttons
Button |
Description |
---|---|
Load |
Open the Configurations form, where you can select a previously saved form setup to use as your current setup. |
Save |
Save the current form setup. |
Reset |
Reset the form layout to the default setup for the current user. |
Retrieve from user |
Load another user's form setup to use as your current form setup. |
Fields
Field |
Description |
---|---|
Name |
Name of the current control, for example, the name of the field or tab. |
Visible |
Select this check box to display or hide the tab, field group, or button that you selected in the Layout tree view. |
Edit contents |
|
Skip |
Select this check box to skip the selected control when using the TAB key to move through the form. |
Label |
Enter a new name for the control. |
Width (in characters) |
Enter a number to increase or decrease the width of the control. |
Configuration keys |
The configuration keys that are associated with the control. If the configuration key is not available, the field is hidden. |
System name |
The system name of a field, for example, TableName.FieldName. |
Form name |
The system name of the form, for example, HCMBenefitSetup. This is the name of the form as it is displayed in the AOT. |
Caller |
Where the form was called from. |
Menu item |
Name of the menu item that is used to open the form. |
Created |
Information about who created the form and when it was created. |
Modified |
Information about who last modified the form and when it was modified. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).