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We wanted to centrally control the personalization of forms. Users should not be allowed to make their own form personalization. Only the a user with the System Administrator role is allowed to personalize the forms. Afterwards, the System admin will push the form personalization to other user. This should be possible under System administration > Setup > Personalization. There you can control whether one or more users are allowed to personalize all or just specific forms. However, after personalizing the "PurchTable" form for example and exporting it so that the form personalization could be shared with other users. If we then import the form personalization to another user, the form is not personalized unless the "Personalization allowed" and the "Explicit personalization" checkboxes are both activated for the user. Activating the "Explicit personalization allowed" checkbox enables the user to make additional or further personalization on the form (PurchTable) and this is something we want to prevent. The form PurchTable should be personalized by only having the "Personalization allowed" checkbox activated for that user.

Category: User Experience
STATUS DETAILS
Needs Votes