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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / User Form Personalisat...
Microsoft Dynamics AX (Archived)

User Form Personalisation vs Code Modification

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Posted on by PhilMatthews 77

Apologies in advance for this somewhat abstract question.

Many of our users of AX have customised the layout of the SalesTable form by adding various fields, swapping the order of columns etc, and have saved these layouts. If we issue seemingly any code modifications to the form, their saved layouts will not apply correctly and often appear to have no effect. Their form is effectively reset to the form's AOT design.

I cannot find any documentation regarding how these saved layouts are applied, nor how modifying the form affects AX's ability to restore their layouts.

A specific example:

  • A user has added SalesLine.ExternalItemId field to SalesLineGrid and saved their setup. That field is not included in the form design.
  • We have added a new field to SalesTable and added this field to SalesTableGrid.
  • Upon logging back in, the user's form has been reset to the layout as stored in the form design.
  • When the user loads their saved setup, it does not have ExternalItemId in SalesLineGrid.

What can/can't you do to a form without stopping the user setups from becoming non functional? Also, is there any documentation regarding this which people could point me to?

Many thanks.

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  • PhilMatthews Profile Picture
    PhilMatthews 77 on at

    Hi Crispin, thanks for the response.

    Unfortunately we have users in varying roles who make use of this form, so tend to have the form customised differently. If we were to manually compare the personalisation that each individual has put in place, there would be maybe 15 or 16 different sets, so impractical to do using code modification.

  • PhilMatthews Profile Picture
    PhilMatthews 77 on at

    When you say reset to standard and redo, do you mean literally get the users to reset the form using the setup dialog and manually redo the personalisation?

    Thanks,

    Phil

  • PhilMatthews Profile Picture
    PhilMatthews 77 on at

    Ok, so is it possible to modify the form using development, but also retain the ability for the user to load their customisations?

    What I'm looking for is the ability to do the following:

    1) We perform the development work in our development environment.

    2) We warn users that the development is to be issued and that they should save their form layout.

    3) We deploy the development to our live environment.

    4) The users reapply their saved form layout.

    Is this achievable?

    Thanks,

    Phil

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,119 Super User 2025 Season 2 on at

    Hi Phil,

    Unfortunately there is no guarantee that saved layouts are restored correctly. An internal form control ID can be changed if you add fields/buttons on a form. When reloading the form personalization, a hidden field can be still visible where another is hidden. So it really depends on the changes you are doing on a form.

  • PhilMatthews Profile Picture
    PhilMatthews 77 on at

    Hi Andre,

    Ah ok, that goes along with what I suspected. My theory was that if you add or remove an object from the form (ie: the list of ids changes), that saved form layouts will no longer work. I have found that the following modifications for example still allow user layouts to be applied successfully:

    1) Adding or removing fields from DataSources or their linked tables, although I've not tested whether those fields being in field groups which are present in the form has an effect.

    2) Changing properties related to the display of fields, such as width, background colour, visibility etc.

    3) Reordering fields within a grid or group.

    What I'm looking for is some kind of criteria for what I can and can't do in order for the layouts to be effective. and at the moment, I've just got the above to work to.

    Thanks,

    Phil

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