Copying, Sharing, and Deleting Page Personalization Settings

Access the Page Personalization page by clicking the Personalize Page link on the page you want to personalize. The page personalization toolbar at the top and bottom of the Page Personalization page enables you to save, cancel, copy, share, and delete your page personalization settings. The share and delete options appear only after you have personalized and saved the page.

This example illustrates the controls on the page personalization toolbar.

Page personalization toolbar
Field or Control Description

Copy Settings

Opens the Copy Settings secondary page, where you can copy the public profiles from other users. A lookup button enables you to search all available public profiles for that page.

Selecting the OK button on the Copy Settings page copies the settings and returns you to the Page Personalization page.

Note: You may need to adjust the tab order numbering if page elements based on your security profile are different from the public profile you are copying.

Share Settings

Opens the Share Settings secondary page, where you can publicly share the page personalization settings you created. You can make your profile Public or Private. The default setting is Private. If you make the personalization settings of one page in a component public, then all personalization settings for all pages in that component will be public.

The Name field is only required if you choose to make your personalization settings public, in which case you must have a unique profile name. The profile name you enter is the same for all pages and shared grid personalizations across all components. If you modify the profile name, it will be modified for all pages and grid personalization settings across all components. After you save the first profile name, the Name field is pre-populated when you open the Share Settings page for other pages or grids.

The Name field can be a string up to 30 characters long, for example, OSC_16AR. The system automatically converts alphabetical characters to uppercase.

Delete Settings

Opens the Delete Settings secondary page, where you can delete all page personalization settings for the page or component. Click the Delete button to delete the settings for the current page only. Select the Delete Settings for All Pages within Component check box and click Delete to remove all personalized settings for the entire component.

Note:

If you make changes to any of these pages, you must also click the Save button on the Page Personalization page for your changes to take effect.