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Author's profile photo Maya Shiff

Copy Form Settings for Selected Forms

We love shortcuts! Think about new users for example. You have a new employee in the organization – you create a user name and password, assign license, authorizations, and… use the “Copy User Settings” option from a user with a similar role to apply additional preferences in one click! But then it turns out that not all the forms are relevant for the new user and in some the form settings should be adjusted… for such use cases, SAP Business One enables you to select the forms for which form settings will be copied:

By default, all the forms are selected in the “Forms” tab. You can deselect the forms you want to avoid copying and by that optimize the form settings for the target user or users.

Available in SAP Business One 10.0 FP 2102 and SAP Business One 10.0 FP 2102, version for SAP HANA. This tip and all the other tips are available on SAP Community. You can also visit the Implementation Arena for useful implementation tips.

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      Author's profile photo Anh Dao Tran Xuan
      Anh Dao Tran Xuan

      Hi Mrs. Maya Shiff ,

      I really love your topic and I have a wonder that how can I select form to copy form setting? I cannot see your picture and try to search in the internet but still cannot know how to use it.

      I also use Sap Business One ver 10 Hana.

      Thank you so much.

      Author's profile photo Maya Shiff
      Maya Shiff
      Blog Post Author

      hi Anh Dao Tran Xuan ,

      thank you for your feedback, post is updated with the image. if you have any further questions please let me know

       

      Best regards,

      Maya

      Author's profile photo Anh Dao Tran Xuan
      Anh Dao Tran Xuan

      Hi Maya Shiff ,

      Thank you so much for your feedback.