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Create new fields using personalize

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Posted on by VikasB

Hi,

I am trying to create new fields using personalize on worker form. I can create and insert the field to the screen.

But every time I refresh the browser, the field disappears, and I must insert it again.

Is there any security that must be enabled so that I can view this field every time I open D365?

Regards,

Vikas

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KRad 157 on at

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RE: Create new fields using personalize

You are welcome Vikas.

Please mark as verified if it answers your question!
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VikasB 35 on at

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RE: Create new fields using personalize

Thanks Parag, Its working now
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VikasB 35 on at

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RE: Create new fields using personalize

Thanks Kamal, its working now.
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Parag Chapre 12,271 Most Valuable Professional on at

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RE: Create new fields using personalize

Hi Vikas,

If you try again to add the same field on the form and click on View and Save as My View or Default View and Set as default then you will be able to see the field.

See the screenshot below.

Standard view.

My View
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KRad 157 on at

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RE: Create new fields using personalize

Hi Vikas,

After step 2 in your response. Can you check if you can see My view in the view dropdown list:

If yes, you have you click on the 3 dots and select manage my views and make the personalized My view as pin as default

The problem is every time you come back to this form, the system is loading the standard view which is pinned as default.

Thanks,
Kamal Radhakrishnaiah | Lead Consultant - FourVision
My blog about D365HR

Please mark as verified if it answers your question

This post is my own opinion and does not reflect the opinion of any organization or person.
VikasB 35 on at

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RE: Create new fields using personalize

Yes, I tried all possible ways to create add the custom field, but nothing is working for me.
below is the steps I followed
1) Added new custom file using personalization

2) Closed the screen and opened it again and I can see the field in the screen

3) Enabled the custom field in data entity, saved applied changes (Apply changes)

4) Now when I go back to the screen and view, the field is not visible

5) If I once again personalize the screen and click add field, I can see this filed

Not sure what did I miss
André Arnaud de Cal... 291,431 Super User 2024 Season 2 on at

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RE: Create new fields using personalize

Hi Vikas,

After adding the field and before refreshing the browser, did you close the form and re-opened it? Besides, the new Saved Views functionality will help in retaining the view on the form. docs.microsoft.com/.../saved-views
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Community Member Microsoft Employee on at

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RE: Create new fields using personalize

Hi Vikas,

I think that you have missed some important steps in getting those new custom fields enabled and applying to right data entity.

Please follow the steps described on this old post and see if that helps-

https://community.dynamics.com/365/talent/f/dynamics-365-for-talent-forum/379577/custom-fields-not-appearing-in-the-export---to-excel-nor-in-the-worker-table

Additionally, please have a look at the documentation below to help you understand, how to - of creating custom fields and exposing them to data entities:-

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/user-defined-fields#exposing-custom-fields-on-data-entities

Good luck!