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 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:
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File > Command > Personalize
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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
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Open a form, and in any field, right-click and select Personalize to open the Personalization form.
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In the Layout view, select the node where you will add a field.
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Click Add fields.
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Select a field, and then click Add.
Reposition a field on a form (Method 1)
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Open a form, and in any field, right-click and select Personalize to open the Personalization form.
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Select a field in the form structure.
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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)
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Open a form, and in any field, right-click and select Personalize to open the Personalization form.
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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
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Open a form, and, in any field right-click and select Personalize to open the Personalization form.
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In the Layout view, select the field to turn off.
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Clear the Edit contents check box in the Properties field group.
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Click Save.
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In the Save user setup form, type a name for your new form setup.
Hide a field on a form
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Open a form, and in any field, right-click and select Personalize to open the Personalization form.
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In the Layout view, select the field to hide in the form.
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Clear the Visible check box in the Properties field group.
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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
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Open a form, and in any field, right-click and select Personalize to open the Personalization form.
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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.
|
| 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 |
|
| 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).
Security Note