Show TOC

Procedure documentationCopying Form Settings from One User to Another Locate this document in the navigation structure

 

Form settings let you display or hide frequently used fields, rows, and other options for an active window. You can also arrange the table or row format in each window, add more details, and restore default settings. The Form Settings option is available for the Main Menu, Setup, and List of... windows, sales and purchasing documents, incoming and outgoing payments, and reports.

You can copy the table format settings of one user and apply them to other users. This helps you save time when adding new users or changing the table columns to be displayed for a group of users.

Prerequisites

  • You have write authorization for the Users – Setup window.

  • All other users are logged off from SAP Business One.

  • All SAP add-ons to SAP Business One, including ISV add-ons, are disconnected.

  • All other SAP Business One related tools (for example, EarlyWatch Alert, database administrator connected to SAP Business One via server management tools) are disconnected.

Procedure

  1. From the SAP Business One Main Menu, choose   Administration   Setup   General   Users  .

    The Users – Setup window appears.

  2. Find the user whose form settings you want to copy.

  3. Choose the Copy Form Settings button.

    The Copy Form Settings to Users window appears.

  4. Select the user or users to whom you want to apply the original user's form settings.

    In this window, you can search for users and sort users by name, code, or department.

  5. To apply the form settings, choose the Copy button.

Result

The table format settings of the original user are copied to the selected user or users. This applies to documents, payments, and List of... windows, among others.

More Information

Defining Users