Table of Contents

Configuring a table for personalization

You can configure tables so that users can personalize table views. When you turn on table personalization, users can select a table and specify which columns to display, resize and reorder the columns, and set an initial sort order and initial column filter. After users save their personalized table settings, the table displays their saved settings each time that they access it.

To configure a table for personalization, complete the following steps:

Activating table personalization

Activate the personalization feature for the table so that users can personalize a table at run time.

  1. In the Dev Studio header search field, search for and select the section that contains the table that you want to configure for personalization.
  2. Click the View properties icon in the table header to open the Layout Properties dialog box.
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    Layout properties dialog box
  3. In the Table preference section on the General tab of the Layout Properties dialog box, complete the following steps:
    1. Select the Allow check box next to Optimize code.
    2. Select the Allow check box next to Personalize table.
    3. Optional: Select the Save personalization automatically check box.
  4. Click Submit

Specifying column visibility

After you turn on the personalization feature for a table, you can specify which columns are visible or hidden by default, and you can lock columns so that they cannot be hidden by users.

  1. In Dev Studio, open the section that contains the table that you previously configured for personalization.
  2. Click the View properties icon in the column header to open the Column Properties dialog box.
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    Column properties dialog box
  3. On the Column Properties dialog box, select one of the Visibility on table check boxes.
  4. Click Submit.

Modifying the Customize table button

By default, the Customize table button opens a dialog box in which users can select which columns to display in the table. You can modify the Customize table button so that it opens the column selection options in an overlay format instead of in a dialog box. You can also customize the appearance of the Customize table button.

  1. In the Dev Studio header search field, search for and select the pyGridPersonalizationActions section.
  2. Click Save as to save the pyGridPersonalizationActions section to your application ruleset in the class where the table is available.
  3. Click the View properties icon next to the Customize table button.
  4. On the Cell Properties dialog box, click the Actions tab.
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    Cell properties dialog box
  5. In the Add an action section of Action set 1, click the Down arrow next to Local Action.
  6. In the Target field, select Overlay.
  7. In the Overlay Format field, enter pyOverlayTemplate.
  8. Click Submit.
  9. In the Dev Studio header search text field, search for and select the pyOverlayTemplate section.
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    pyOverlayTemplate section
  10. Click Save as to save the pyOverlayTemplate to your application ruleset in the Pega-UI-Component-Grid-filter class.
  11. In the Dev Studio header search text field, search for and select the pyModalTemplatePersonalize section.
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    pyModalTemplatePersonalize section
  12. On the pyModalTemplatePersonalize section form, copy the Dynamic Layout section containing the Cancel button and paste it into the pyOverlayTemplate section.
  13. Click the View properties icon next to the Cancel button.
  14. On the Cell Properties dialog box, click the Actions tab.
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    Cell properties dialog box
  15. Click the Down arrow next to Run Script.
  16. In the Function Name field, enter “doModalAction”.
  17. Click Submit.
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