10.200.100 - personalizations not being applied

Epicor ERP 10
1

And wondering if anyone has seen anything like this

Over the weekend Upgraded to 10.200.1
Now am having issues with personalizations

  • Where a menu item has a customization specified, personalizations are not loading.
  • Note that for menu items without a customization specified, the personalizations are loading.

A couple things I’ve tried so far with no change…

  • Cleared cache
  • Deleted any existing personalizations for a form
  • Added new customizations from scratch - simple copies of base forms.
  • Added new menu items to specify the customizations on

Thanks

2

Throwing this out there in case you don’t know (you maybe do?) Personalizations are customization specific. So if you add a customization, they lose their personalization. It’s annoying.

But they should be able to create a new one on top of a new customization. Is that what you are having problems with?

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3

I have seen issues with Save Layouts & Personalizations in 10.2.100.9 - .12 and guessing it is present in earlier releases as well. Save Layouts works fine on a base menu item but not a customized menu item. I also noticed that before when you could make changes using Save Layouts, go into Customization Mode, and save (to save the layout change) do not work any longer as well.

4

Yes, I think it is this one… thanks.

5

Good Morning,
I just wanted to throw a caveat out there Brandon to “if you add a customization they lose their personalization”. We use a technique that has been so very helpful for our moderately customized epicor and I’d like to share it.

We call all of our production db applied customizations with a suffix (TUSA) and use the same name again and again to overwrite existing customizations. We do save a Rev version of the customization exported to a folder and we do provide a label on the customization “Rev 1” , etc. for rev tracking of what’s actually deployed.

Using this method we don’t have to redo menu maintenance customization assignments throughout when new revision of a customization is applied to produciton. Additionally a bonus! ~ the personalizations stay for same named customization. Occasionally a new customization will corrupt a personalization, but it’s fairly rare.

HTH someone :slight_smile:
Nancy

1 Like
6

This is how I have been preserving personalizations too.

In this case it is something new after the upgrade.
The personalizations just aren’t being applied normally now.

IF there is a customization, then associated personalization(s) will not load
IF only the base form, then associated personalization(s) will load

This seems to confirm my suspicion that it is just a bug and not due to anything we’re doing.

7

I’ve been strugling with this issue this morning. A user wanted to change the “Group By” setting of a dashboard grid, to group by employee ID instead of employee name. The dashboard has a customization. The user just cannot get the “Save Layout” action to actually save the change, it reverts back to the original each time the user close/reopen the dashboard.

I found a pattern that worked:

  1. Open the form with developer mode = off
  2. Disable the “Group By” setting of the grid
  3. Save Layout
  4. Close and Reopen the form, still with developer mode = off
  5. Enable the “Group By” setting of the grid
  6. Drag/drop the required column header in the group by section
  7. Save Layout

This is the only way we found to make the “Save layout” action actually save the layout.