Configuration and Personalization - Show Deleted and Future Records

Hello All! I have going through documentation and did not find the info i was looking for with more details so i opened a ticket with Infor and am still awaitingn their response so i wanted to ask here.

Is anyone using this feature to view deleted records? I'm curious how it works and what screens it works in because i have not noticed a difference based on my testing but am sure i'm missing something somewhere.

my case example is we had benefit records in december at the time we created a file to send out. the benefit record was deleted and then two weeks later the company was asking what happened to that employees benefit plan. I was execting to see the benefit record listed in the 'resource benefits' screen with my newly updated access but it did not show there.

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Noe Ramos

i just found a post related to this and believe i found my answer.

https://community.infor.com/infor-cloudsuite-financials/f/er-socialization/32277/er-98651-user-settings-show-deleted-and-future-records

i will also be voting for that enhancement request.

Noe Ramos

Does anyone know where this toggle is now located? i no longer see it under the Settings menu

Dr. Awesome

To see the options in the User Settings menu that user must have a Role that has the Configurable feature enabled. You must also have Configurable Features enabled in general.

Once the option is in the User Setting menu then the user can switch that on/off as they like as they navigate around the application.

If Configurable Features is not enabled, and never has been, there is a nice Feature Toggle available since 2024.10 that runs an action to turn features on as appropriate to match how features generally worked when it was off.

Toggle is named "Configurable Features" -

Configurable Features allow security administrators to control over thirty user interface features on a role by role basis. You can enable or disable features like Saved Searches, View Deleted Records, Share Reports, Export to CSV, Spreadsheet Designer access, and many more.
When you enable this toggle all Roles will be set to match current default access. After enabling the toggle you will want to review and tailor each role for desired access.
For example, you will want some roles to be given access to use 'Show Deleted Records' or 'Saved Searches' while some should not. Since the current default is no one can use either feature by default they will initially be set to off for all roles.
For six features enabling this toggle will also read your current Role Security Class associations and scan for GlobalUIConfigAccess_ST, SecurityConfigAccess_ST, PersonalizationAccess_ST, LimitedListPersonalization_ST, LimitedFormPersonalization_ST, and DataMenuAccess_ST. If these are found associated with a Role Configurable Features will be set appropriately."

Trial period ends 2025.10.

robert-canham

Is there something that talks about what is allowed by the Limited List Personalization and Limited Form Personalization?

Noe Ramos

Thank you. we had this enabled but going back to look at it the message stated there was a 'mismatch' and to synchronize. i did that and now i'm able to see the toggle again in my user settings.

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