Hi,
Does anyone knows how to remove personalize columns in the Overlay Menu of a grid layout?
In the properties of the grid in App Studio, there’s a section called State. Within that, there’s a personalization checkbox that’s supposed to disable or remove that option. Didn’t work in older versions, but I haven’t checked in the latest release.
You can also set this in User Account Maintenance to not allow personalizaion, per user. Uncheck “Allow Personalization.”
So, this still behaves like the older versions. The user can click and modify columns, but with the checkbox set to false, it will only last for the session and will not save it to their profile. When they come back to the form again, everything will be reset to default.
Hmm, that’s no good… since I am trying to prevent them from being able to personalize the column not just stop them from saving 
Doesn’t work in Kinetic for this one sadly… 
So I didn’t find a way to stop users from personalizing but I found a way to hide the cost fields in the grids so even if users can personalize they cannot see sensitive data.
Its a lot of work because you basically have to do this for each grids on every screens.
What you can do is
- Open Application Studio
- Find the data binding/data set that’s used in the grid
- Go to Data Rules and create a New Rule
- Add in the Data View and 1 by 1 add in the action for SettingStyle.Invisible for EACH field that you want to hide like below.
Retarded and a lot of work but at least if user tries to open fields they are not supposed to they see nothing.
Has this been reported to Epicor and are they working on it? I was attempting to disable personalization and ran across this post which explains why it wasn’t working for me.