Infor SyteLine4 min readNetray Engineering TeamUpdated March 4, 2025

How to Set Up Form Personalization in SyteLine

Form personalization in SyteLine allows administrators and power users to customize form layouts, field visibility, and default values without requiring developer involvement or code changes. Personalizations can be applied at the user, role, or system level, providing flexibility to tailor the ERP interface for different job functions. This guide covers creating, managing, and deploying form personalizations across your SyteLine environment.

Creating Form Personalizations

To create a form personalization, open the target form in the SyteLine Rich Client and enter personalization mode by clicking the Personalize button on the toolbar or pressing Ctrl+Shift+P. In personalization mode, the form displays editing handles on all controls, allowing you to rearrange, resize, hide, or add fields. Drag controls to new positions, resize columns in grids, and use the right-click context menu to hide fields that are not relevant to your workflow. Add new controls by selecting from available IDO properties that are not currently displayed on the form. Save the personalization with a descriptive name and assign it to a specific user, role, or the system default to control its scope and visibility.

Enter personalization mode by clicking the Personalize button on the form toolbar or using the keyboard shortcut Ctrl+Shift+P
Rearrange controls by dragging them to new positions, resize by dragging edges, and hide by right-clicking and selecting Hide Field
Add undisplayed IDO properties to the form by right-clicking the canvas and selecting Add Field, then choosing from the available properties list
Save the personalization with a unique name and assign scope: User (single user), Role (security role group), or System (all users default)

Configuring Default Values and Field Properties

Form personalizations support modifying field-level properties beyond layout changes. Set default values for fields by right-clicking a control in personalization mode and selecting Field Properties. Configure the DefaultValue property to pre-populate fields when new records are created, reducing data entry effort. Set fields as ReadOnly to prevent modification of values that should only be changed through specific processes. Configure RequiredIndicator to visually mark mandatory fields, and set TabStop to false for fields that users should skip during keyboard navigation. These property overrides are stored with the personalization and applied automatically when the form loads.

Right-click any control in personalization mode and select Field Properties to access configurable attributes like DefaultValue and ReadOnly
Set DefaultValue to pre-populate fields with common values like today's date, the current user's site, or a standard item category code
Configure ReadOnly = true for fields that should display data but prevent modification, such as calculated totals or system-generated identifiers
Set RequiredIndicator = true to add a visual asterisk marker to mandatory fields, providing clear guidance to data entry users

Managing and Deploying Personalizations Across Environments

SyteLine provides tools for managing personalizations across users, roles, and environments through the Personalization Manager. Access this utility through Application Development > Personalization Manager to view all saved personalizations, their scope assignments, and modification dates. Export personalizations as XML files for backup, version control, and migration between environments. When deploying personalizations from development to production, use the Personalization Import utility to load exported definitions. Establish a naming convention such as FormID_RoleName_Description to organize personalizations and prevent conflicts. Review personalizations after SyteLine upgrades since form layout changes may affect control positioning.

Open Application Development > Personalization Manager to view, edit, and delete all form personalizations with their scope assignments and creation dates
Export personalizations to XML files using the Export button for version-controlled backup and cross-environment migration
Import personalizations into target environments using Application Development > Personalization Import, resolving conflicts with existing definitions
Establish naming conventions like FormID_RoleName_v1 to organize personalizations and maintain clarity across 50+ form customizations

Frequently Asked Questions

What is the difference between form personalization and form customization in SyteLine?

Form personalization is a no-code approach that modifies form layout, field visibility, and default values without changing the form definition. Form customization involves modifying the form definition in Form Designer, adding new controls, scripts, and IDO bindings. Personalizations are stored separately and do not affect the base form, making them upgrade-safe. Customizations modify the form definition directly and may require rework after upgrades. Use personalization for 80% of layout adjustments and reserve customization for structural changes.

Can personalizations be applied to specific user roles?

Yes, SyteLine supports three personalization scopes: User (applies to a single user account), Role (applies to all users assigned to a security role), and System (applies to all users as the default). Role-based personalizations are the most common approach, used by approximately 65% of organizations to tailor forms for job functions like order entry clerks, warehouse staff, and purchasing agents. When multiple personalizations exist, the priority order is User > Role > System.

How many personalizations can be active per form?

Each form can have one active personalization per scope level, meaning a user can have one user-level, one role-level, and one system-level personalization for the same form. The effective personalization is determined by the priority cascade: user-level overrides role-level, which overrides system-level. In practice, most organizations maintain 3-5 role-based personalizations per major form. Managing more than 10 personalizations per form becomes administratively complex and should trigger a review of whether form customization is more appropriate.

Key Takeaways

1Creating Form Personalizations: To create a form personalization, open the target form in the SyteLine Rich Client and enter personalization mode by clicking the Personalize button on the toolbar or pressing Ctrl+Shift+P. In personalization mode, the form displays editing handles on all controls, allowing you to rearrange, resize, hide, or add fields.
2Configuring Default Values and Field Properties: Form personalizations support modifying field-level properties beyond layout changes. Set default values for fields by right-clicking a control in personalization mode and selecting Field Properties.
3Managing and Deploying Personalizations Across Environments: SyteLine provides tools for managing personalizations across users, roles, and environments through the Personalization Manager. Access this utility through Application Development > Personalization Manager to view all saved personalizations, their scope assignments, and modification dates.

Looking to optimize your SyteLine forms for different user roles? Netray provides form personalization consulting to maximize user productivity and reduce training time.

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