Personalization (form) [AX 2012]

Updated: October 18, 2012

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 noteSecurity Note

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.

Add a field to a form

  1. Open a form, and in any field, right-click and select Personalize to open the Personalization form.

  2. In the Layout view, select the node where you will add a field.

  3. Click Add fields.

  4. Select a field, and then click Add.

Reposition a field on a form (Method 1)

  1. Open a form, and in any field, right-click and select Personalize to open the Personalization form.

  2. Select a field in the form structure.

  3. 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)

  1. Open a form, and in any field, right-click and select Personalize to open the Personalization form.

  2. 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

  1. Open a form, and, in any field right-click and select Personalize to open the Personalization form.

  2. In the Layout view, select the field to turn off.

  3. Clear the Edit contents check box in the Properties field group.

  4. Click Save.

  5. In the Save user setup form, type a name for your new form setup.

Hide a field on a form

  1. Open a form, and in any field, right-click and select Personalize to open the Personalization form.

  2. In the Layout view, select the field to hide in the form.

  3. Clear the Visible check box in the Properties field group.

  4. 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

  1. Open a form, and in any field, right-click and select Personalize to open the Personalization form.

  2. Click Reset to reset the form layout to the default setup.

The following tables provide descriptions for the controls in this form.

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.

NoteNote

This tab is visible only if you have administrator rights.

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.

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

  • Select this check box to allow the control to be modified in the form.

  • Clear this check box to lock the form.

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.


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