Key User Extensibility Basics

Keep this: job aid

Key user extension card

• Lightest first: personalization → UI adaptation → custom field → custom logic → developer extension.
• Adapt UI hides, moves, renames and adds existing fields; it never restricts access or enforces values.
• Custom field: business context → define type → save → enable usages → publish → place with Adapt UI.
• Agree field name, type, length and value list with the process owner before publishing.
• Custom logic is code: spec, review, positive and negative tests, owner; diagnose with Custom Logic Tracing.
• Reconcile every custom analytical query with standard totals before it is used.
• On-premise/private: ATO, Register Extensions for Transport. Public: Export Software Collection, Import Collection.
• Keep dependent items in the same transport or collection.
• Every extension adds scenarios to the regression library; rerun before each upgrade.