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Publish personalized employee self-service view to other roles?

Posted on by 60

Hey everyone,

after personalizing the employee self service view, is there a way to share/publish this edited view to other roles as you can do with table views?

pastedimage1626687062180v1.png

I am not very experienced with the employee self-service, so I would be thankful for any help.

Thanks in advance and best regards.

  • Suggested answer
    zhifeng Profile Picture
    zhifeng on at
    RE: Publish personalized employee self-service view to other roles?

    Hello NaVo,

    Below article explains how to manage views/publish to others.

    docs.microsoft.com/.../saved-views

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Publish personalized employee self-service view to other roles?

    Hi Navo,

    Unfortunately, not every form/ pages support saved views. Therefore, on such pages after you have made adjustments/ personalizations, you must click Options in the top ribbon > Personalize this page > # dot menu > Export

    pastedimage1626687792174v2.png

    The exported view would appear in your downloads. Now close the dialog box highlighted above and go to System admin > Links > Setup > Personalization > Import view (on top ribbon) > User views

    Now follow the steps highlighted below-

    pastedimage1626688085789v3.png

    Now pick the role from the dropdown list which will give you a list of all the users with  that specific role. Select/ Check the users from the list and click Import.
    pastedimage1626701239753v2.png

    A pop-up with the notification update appears on the top

    pastedimage1626688252008v4.png

    Hope this helps!

    Good luck :)

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