How to Copy Form Settings for Selected Forms

When you create a new user on SAP Business One, of course, you will set one by one what forms will be displayed to that user. But what if that user has a similar role to an existing user and wants to set up the same form to be implemented?

SAP Business One has a “Copy User Settings” function. This function allows you to apply options from a similar role user to apply additional preferences in one click.

Here’s how to copy the Form Settings to a specific user:

1. On the SAP Business One main menu, select Administration menu > Setup > General > Users.
2. Determine the user who will copy the Form Settings using the Find mode.
3. Press the Copy User Settings button.
   

   SAP Business One Tips – How to Copy Form Settings for Selected Forms

4. The Copy Form Settings window will appear.
5. Select the target user to be applied to the form settings.
6. Press the Copy button > Update.
   

   SAP Business One Tips – How to Copy Form Settings for Selected Forms

7. Form Settings have been copied successfully.

Note: Available in SAP Business One 10.0 FP 2102 and SAP Business One 10.0 FP 2102, version for SAP HANA

Also read:

• Set Up to Copy Attachment Document
• Setting Up SAP Business One Microsoft 365 Integration
• SAP Business One Form Types
• Setting Max of Day for Cancelling Marketing Document