1. Using and Approving User Defined Objects
  2. Working with Personal Forms Manager

Working with Personal Forms Manager

You use the Personal Forms Manager to create, modify, delete, and save personalized forms. Your ability to create a Personal Form depends on whether your system administrator has enabled the Personalize Form feature. If you do not see the Personalize Form icon in the bar located at the top of the form, you do not have permissions to personalize the form.

When you click the Personalize Form icon on the header bar of the EnterpriseOne application form, the Personal Forms Manager side panel is displayed. This indicates the form is ready for UI customization. When the side panel is displayed, all the user actions and event rules are disabled in the form.

You can personalize the controls on a form, and Form, Row, and Report exits. (Release 9.2.2.4)

Use the Personalize Exits link to personalize the Form, Row, and Report exits. The Form Menu Personalization window includes locator links that enable you to navigate through the different levels of menus in the menu hierarchy. (Release 9.2.2.4)

The Hide icon is represented by a red square with a minus sign (-) on the form, and the Unhide icon is represented by a green square with a plus sign (+) in the side panel.

The Hide icons on the form designate controls that you can select and personalize for a specific form. When you click the Hide icon on the field or form control, the item appears in the Personal Forms Manager side panel.

Note: You cannot hide specific fields and its parent controls (such as group box and tab page) that are marked as "required" in FDA.

The icons in the Personal Forms Manager panel are available for all User Defined Objects (UDOs). For more information, see UDO Life Cycle and Statuses in this guide.

If any of the icons are grayed out, the action is not available for the selected form or is not available until you select another action.

For details about using the icons in the Personal Forms Manager, see the following topics: