- [Instructor] There are several ways
for users to personalize the application.
One way is to set your personal options.
Now, these settings are for the logged in user only
and can be changed at any time.
There are several tabs available
to the user to configure in the personal settings window.
Some examples of those options
are the ability to choose the default area
and page that the system should load
when you open the application
or when you click the home button.
The number of records that should be shown in any view.
And the ability to set your time zone.
Now, this is important
so that data stored in date/time fields
will be shown in your local time.
Besides personal options,
users with the correct security
can also create views, create charts
and even create dashboards
and this will allow them to filter, sort
and view the data that is most relevant to them.
You can access personal options
by clicking on the gear icon
that you see in the bar up top,
so I'm going to click on that
and then you can see here personalization settings
so that's really where those personal options live.
I'm going to go ahead and click on that.
And here you can see all of the personal options
that are available to you.
So as you can see in the general tab,
we see that we can select our home page
and settings for those get started panes.
So what this means is that when the application
is loaded for the first time,
this is where it's going to land.
So the default pane
is really the area that you want to land on, right?
We saw that earlier.
So I'm going to say I want to go to service,
the service area and then which tab.
So that's the navigational item
in that particular area.
So you can change that, right?
I have access to whatever is on my navigation pane
that we saw earlier.
So I'm just going to leave it by dashboards.
Then we can set the number of records
that you want to show in any list of records.
Now, you can see by default this is set by 50
but I would recommend just setting this
to the max of 250.
Then you have the ability as you can see
to set this to Dataverse search
but there is now other option
if your system administrator has enabled Dataverse search.
Then we also have the time zone that we're in
and this is what I was talking about earlier.
This is very important
so that when you're looking at date and time fields,
this is going to reflect that date and time
in whatever time zone you have selected over here.
So from here, I can click on OK.
And you can see that my page has now been refreshed
and all of my settings have been saved.
But, of course, if you ever need to make an update,
you can go to that same section,
you can click here on the gear again
and go to personalization settings
and make some updates to your settings.
Now that you understand
how to personalize a user experience,
why don't you just go ahead and give it a try?