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Share profile page customization between profiles

Posted on by 55

Situation: Utilizing 'Customize Pages' from the profiles page. 

I have several profiles / roles which want to have the same view for various pages. (i.e. hiding fields and buttons)

I cannot use 'designer' functionality as this would conflict with other roles. 

Is there a way to link profiles to the same page customization or distribute a page customization to a selection of profiles? 

  • Suggested answer
    Wouter_Dunnes Profile Picture
    Wouter_Dunnes 55 on at
    Share profile page customization between profiles
    As a conclusion;
     
    It is possible to make it manageable. How to:
    • Create one or more template profiles
    • Customize these profiles
    • Use visual studio code to replace all on multiple files. Utilize regex for matching.
     
     
  • Wouter_Dunnes Profile Picture
    Wouter_Dunnes 55 on at
    Share profile page customization between profiles
    ZHU thanks for your answer on this one. 
     
    I have tried it out. 
     
    In Profile._xxxx_.al you can point to the same configuration. 
     
    Customizations = Configuration59;
    It is possible to point all profiles to the same customization configuration and delete the obsolete PageCustomization._xxxx files. Import in BC succesful. So far, so good. 
     
     
    However upon import, the system will create individual copies for each profile. Therefore it is not possible to keep a fixed link between profile customizations (i.e. edit for one profile and apply it to a set of other profiles automatically). Exporting the profiles again confirms this. 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 71,565 Super User 2024 Season 2 on at
    RE: Share profile page customization between profiles

    Hi, Sorry I haven't tried it.
    When you modify the Profile, the page customization object is actually generated in the background. You can export this data.
    Then add these page customization objects to another profile file, and then import it into BC.

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    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,746 Super User 2024 Season 1 on at
    RE: Share profile page customization between profiles

    Not in the user interface as long as you can not use the designer.

    So then you will need to contact a developer.

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