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Introduction

The Web UI Framework provides the means to set its personalization options from the backend, either through the transaction SPERS_MAINT or via Business Role Customizing. At runtime, the framework will check on four levels one by one until it finds a value for a given personalization option:

  1. On User level, set via SPERS_MAINT or via the Web UI.
  2. On Business Role Customizing set via the PARAMETER Function Profile.
  3. On PFCG Role level. The PFCG Role associated to the current Business Role will be checked in SPERS_MAINT.
  4. On System level, set via SPERS_MAINT.

Release Relevance

  • WEBCUI EhP3 (Available as Note 1701936 for earlier releases. Not all the personalization parameters are present in earlier releases.).

How to set Personalization options

How to set on User level

  1. Open transaction SPERS_MAINT
  2. Select the checkbox User
  3. Enter the user name
  4. Click on Edit Objects in the toolbar

Once on the Edit personalization objects screen:

  1. Double click on the Personalization object you want to modify
  2. Enter the value, use the F4 help or follow the on screen instruction
  3. Once done, click Enter
  4. Click Save

How to set on Business Role Customizing level

  1. Open transaction SPRO
  2. Go to Customer Relationship Management > UI Framework > Technical Role Definition > Define Parameters
  3. Select the Profile name associated to your PARAMETERS Function Profile
  4. Double click on Parameter Assignment
  5. Click on New Entries in the toolbar
  6. Add the Parameter corresponding to the Personalization option you want to set. You can find the list and the mapping below in the Personalization parameters list.
  7. Give a value to your parameter
  8. Click Save

How to set on PFCG Role level

  1. Open transaction SPERS_MAINT
  2. Select the checkbox Role
  3. Enter the PFCG Role name associated to the Business Role you plan to use
  4. Click on Edit Objects in the toolbar
  5. See How to set on User level on how to handle the Edit personalization objects screen

How to set on System wide level

  1. Open transaction SPERS_MAINT
  2. Select the checkbox System
  3. Click on Edit Objects in the toolbar
  4. See How to set on User level on how to handle the Edit personalization objects screen

How to delete Personalization options

It is not enough to delete the value of a personalization option, as the framework checks if the option is assigned at all to a given level. This is handle this way because for some Personalization options, the initial value has a meaning.

How to delete in SPERS_MAINT

  1. Go to the Edit personalization objects screen of the personalization level you want to reset (User, Role or System). See How to set on User level.
  2. Select the Personalization option you want to reset
  3. Click Reset Values on the toolbar
  4. Click Save

How to delete in Business Role Customizing

  1. Open transaction SPRO
  2. Go to Customer Relationship Management > UI Framework > Technical Role Definition > Define Parameters
  3. Select the Profile name associated to your PARAMETERS Function Profile
  4. Double click on Parameter Assignment
  5. Select the Parameter(s) you want to get rid of
  6. Click Delete in the toolbar
  7. Click Save

How to delete personalization of all users

If you want to delete the personalization of a parameter of all the users at once, you can do so by  manually deleting all the entries in table: SPERS_OBJ. Ensure that you specify to delete the entries where the PERS_KEY = XXX. XXX should be replaced with the Personalization Key (found in the table below) of the personalization that you want to be cleared.

Personalization parameters list

Personalization   KeyEquivalent BRC   KeyDescriptionPossible valuesComments
CRM_THTMLB_PERS_TOASTPERS_TOASTWebClient UI:   Message bar preview indicatorTrue ('X') or   False (initial) 
WCF_TAB_CHAIN_NO_VALUE_HELPPERS_TAB_CHAIN_NO_VHTab   chain definition without value helpTrue   ('X') or False (initial) 
CRM_THTMLB_PERS_COLORPERS_COLORSkin   color definitionHexadecimal   color value with no # in front 
CRM_PERS_RECENT_OBJECTSPERS_RECENT_OBJECTSPersonalized   Settings for Recent ObjectsInteger   between 1 and 255There   is also a class limit defined as a constant which overrides the limit of 255.
WCF_FAV_POPULAR_NBRPERS_FAV_POPULAR_NBRNumber   of popular tags to displayInteger   between 1 and 255 
WCF_FAVORITESPERS_FAVORITESEnabling/Disabling   of favorites featuresTrue   ('X') or False (initial) 
WCF_TAB_CHAINPERS_TAB_CHAINEnabling   of Tab Chain Definition by the userTrue   ('X') or False (initial) 
WCF_TAG_CLOUDSPERS_TAG_CLOUDSDisabling   Tag Clouds featureTrue   ('X') or False (initial) 
CRM_THTMLB_PERS_NOEFn.a.CRM   UI No-Effects ModeTrue   ('X') or False (initial)Not   applicable to Role or Business Role personalization as the visual effect mode   is checked at runtime before Role determination
CRM_THTMLB_PERS_SKINPERS_SKINCRM   skin chosen by the userSkin   name 
CRM_PERS_SVH_DISABLEDPERS_SVH_DISABLEDCRM   Personalization: Disabling of Smart Value HelpTrue   ('X') or False (initial) 
WCF_DDLB_SORTINGPERS_DDLB_SORTINGCRM   framework DDLB Sorting Order within Dropdown listsDEFAULT   (initial), KEY, VALUE 
WCF_DDLB_KEYPERS_DDLB_KEYCRM   framework DDLB Keys shown in Dropdown lists flagTrue   ('X') or False (initial) 
CRM_THTMLB_PERS_ACCSPERS_ACCSCRM   framework accessibility mode flagTrue   ('X') or False (initial) 
CRM_CONFIG_MODE_ENABLEDPERS_CONF_MODECRM   Configuration Mode EnabledTrue   ('X') or False (initial) 

FAQ

  • Q: In what order does the system check for a personalization setting?
    A: The system will check for the personalization settings in this order:
    1. On User level, set via SPERS_MAINT or via the Web UI.
    2. On Business Role Customizing set via the PARAMETER Function Profile.
    3. On PFCG Role level. The PFCG Role associated to the current Business Role will be checked in SPERS_MAINT.
    4. On System level, set via SPERS_MAINT
  • Q: On the User level, I removed the setting from my personalization, but the system is using the Business Role or System settings to load the personalization, why?
    A: Remember that there is a difference between making a blank entry for your personalization, or clearing the data. If you have a setting and you simply uncheck that setting, it does not clear the data. It simply means that you do not want that setting to be enabled. If you want to clear your settings, follow the steps above for How to delete Personalization options.