Users with the UI Customizing Permission will able to see a “?” button located at the top right of the application.
Upon clicking on the button, a dialog will open showing all the available UI Profiles within the application, and these are the following actions available in order from left to right:
- Create new UI Profile
- Delete selected UI Profile(s)
- Display UI Profiles in list view
- Display UI Profiles in tree view
- Refresh system cache
UI Profile Creation
Upon clicking the “+” button, a dialog will be shown to specify the name of the UI Profile to be created
UI Profile(s) Deletion
Upon selecting 1 or multiple UI Profiles in the list view, the delete button will be enabled and the administrator can delete the selected UI Profile(s) from the application.
Display UI Profile(s) List View
Display UI Profile(s) Tree View
(Not needed after 1904 upgrade)
Refresh Application Cache
Needs to be triggered whenever there are changes made to UI Profile.
Editing UI Profile
To edit a specific UI Profile, simply click onto the UI Profile that you wished to edit and in either the list / tree view.
Lists all the available controls for hiding and/or disabling in the view that is being displayed currently.
In addition, the administrator can click on the copy button to copy the localization key to be used in customer specific messages.properties file.
If the UI Profile in editing has control(s) that are hidden and/or disable which it inherits from the parent(s), then the control(s) will not be editable for the UI Profile(in grey).
The administrator can hover over the checkbox to see which parent UI Profile restricted the control.
E.g. PROFILE_SALES is the parent UI that checked hide and disable for id_worksetitem_insights, and same settings passed on to PROFILE_SALES_ACCEPTED
Administrator can update the basic information of the UI Profile.
Has UI Profile(s)
In this view, administrator can assign the UI Profile in editing to inherit controls that are hidden and/or disabled from other UI Profile(s).
E.g. Administrator can create Profile C, the select Profile A and Profile B under Has UI Profiles. Profile C will inherit all controls from A & B.
Uses Sales Document Status
In this view, administrator can indicate if the UI Profile in editing will be applicable to certain Quote’s Document Status, such as Open, Approved, Completed etc.
E.g. Administrator can set User account to have UI Profile A when Quote Status is Open, UI Profile B when Quote Status is Completed.
Uses Sales Phase
In this view, administrator can indicate if the UI Profile in editing will be applicable to certain Opportunity’s Sales Phase, such as Identify Opportunity, Quotation etc. It is the similar concept as "Uses Sales Document Status".
In this view, administrator can provide different label and description for the UI Profile to cater for different language. If nothing is specified, MSP will fallback the label and description to the default which is English.