Contents x
- Introduction
- Installation
- Decisions License Updated
- Prerequisites
- Self Service Licensing Guide Updated
- Basic
- Advanced
- Enterprise
- Background Processing with Decisions Enterprise New
- Containers
- Containers Overview
- Decisions Container
- Decisions Environment Variables Updated
- Configuring Settings.xml to Environment Variable Updated
- Deploying Containers on Docker
- Deploying Containers on Azure
- Deploying Containers on Amazon ECS Updated
- Converting and Upgrading a Container
- Deploying Containers on GCP Updated
- Deploying Azure Kubernetes Services (AKS) Updated
- Deploying an AWS Kubernetes Cluster
- Securing Decisions Container Environment
- AWS Container Setup
- Clustering
- Multi Tenancy
- Upgrading
- Getting Started
- Projects
- Data Structures
- Starting with Data Structures
- Creating Data Structures
- Creating Case Entities Updated
- Creating Entities
- Creating Leased Entities
- Creating External Entities
- Creating Entity Extensions
- Creating Folder Extension Data Structures
- Creating Flow Execution Extension Data Structures
- Creating Flow Structures
- Creating Defined Data Structures
- Creating Database Structures
- Creating Value Lists
- Creating a CSV Data Structure
- Creating Types From JSON Schema
- Creating Types From XSD
- Creating Types From JSON
- Data Fields
- Building Data Structures CRUD Actions
- Managing Data Structures
- Flows Updated
- Create Flows Updated
- Flow Behaviors
- About Flow Behaviors
- Building and Using Converter Flows
- Flow Step Trigger (After, Before, Error) Flow Behavior
- Folder Count Flow Behavior
- Login User Flow Behavior
- Post to Flow Handler Behavior
- Login User UI Flow Behavior
- Process Folder Data Aware Behavior
- Tile Source Flow Behavior
- Turn Flow Statistics On
- Get Page Variable
- Report Field Action Handler Flow
- Password Reset Flow
- Creating a BPMN Flow
- Exporting BPMN Flow
- Report Group Action Flow
- Steps
- Simple Flows
- Sub Flows
- Flow Behaviors
- Configure Flows
- Debug Flows Updated
- Implement Flows
- Best Practices
- Create Flows Updated
- Forms Updated
- Create Forms Updated
- Form Controls
- Data Grids
- Data Repeaters
- Dropdown Lists
- Javascript Controls
- Form Control Glossary Updated
- Form Control Behavior Overview
- Form Control Key Triggers Updated
- Adding a Timeline to a Series of Forms
- Color Picker
- Copy-able Label
- Creating Help Text Messages for Form Fields
- Masked Textbox Control
- Currency Box and Number Box/Spinner
- Document Viewer
- Multiple File Upload and Download Controls Updated
- Tree View Control
- User Controls
- Video Control
- Latitude and Longitude Control
- HTML Display Control
- Create Form with Property Grid
- Editing Data Objects in a Wizard Property Grid
- Progress Bar Overview
- Editing CSV Records in a Form
- Simple Forms
- Form Controls
- Configure Forms
- Layout & Design
- Data & Logic
- CSS
- Form Settings in the Flow Designer
- Implement Forms
- Create Forms Updated
- Formulas
- Rules
- Create Rules
- Creating Statement Rules
- Creating an Expression Rule
- Creating a Truth Table
- Creating an External Truth Table
- Creating a Rule Table Updated
- Creating a Matrix Rule
- Creating a Tree Rule
- Creating a Rule Set Updated
- Creating an Interceptor Rule
- Creating a Rule Chain
- Creating a Sequential Rule
- Leveraging Default Rules
- Rule Verbs
- Configure Rules
- Debug Rules
- Implement Rules
- Create Rules
- Reports Updated
- Create Reports
- Configure Reports
- Properties
- Report Properties
- Setting Column Properties
- Setting Report Row Colors Updated
- Allowing Inline Editing on a Report
- Using Conditional Formatting
- Overriding Action Contexts on Reports
- Row Click Action Types
- Using Icons On Reports
- Using a Flow to Source a Report
- Setting Report Row Colors with a Rule New
- Filter
- Charts
- Calculated Columns
- Report Views
- Properties
- Implement Reports New
- Output Reports Updated
- Pages / Dashboards Updated
- Create Page / Dashboard Updated
- Page Controls Updated
- Charts
- Tiles
- JavaScript Page Controls
- Selecting a Data Drill View for the Report Viewer
- Report Viewer Control Updated
- Flow Run Part
- Folder Activity Panel
- Folder Viewer
- Tag Browser
- Adding Folder Navigation Buttons to a Page
- Horizontal Folder Timeline
- Adding an Image to a Page/Dashboard
- Adding Run Flow Links or Buttons to a Page
- Adding User Actions with a Page/Dashboard with the Action Bars Component
- Date Range Filter on Pages
- Filtering Reports via Page Control
- Page Controls Updated
- Configure Page New
- Implement Page
- Create Page / Dashboard Updated
- Networking
- Integrations
- Starting with Integrations
- Agents
- Database Integrations
- Database Integrations Overview
- Integrating an External Database with a Flow
- Creating a Database in MSSQL for Decisions
- External Database Integration Updated
- Advanced Postgres Connection
- Connecting with an ODBC
- Integrate with Database Table
- Fetching External Data to a CSV
- Return Dynamic Data Rows When Fetching Data From Database
- Creating Access Pattern For Table Integrations Updated
- Using Stored Procedure in Flows
- Raw SQL Step
- Integrating Decisions with External Oracle Database
- Connect to MySQL
- Connecting to Amazon Redshift
- External Service for OData
- Adding a Query to a Database
- Add Query (Parameterized Queries) Updated
- Using Transaction Steps
- Integrating with Snowflake
- Managing Database Connection Timeouts
- Troubleshooting Database Connection Response Times
- External Services
- JWT
- OAuth
- Using Decisions in External Applications
- Services
- Query Editor
- Decisions Backend
- Modules
- About Modules
- Available Modules
- Installing Modules New
- Generating Certificates with OpenSSL
- Active Directory
- Adobe Sign
- AI.Common
- AWS
- AWS Bedrock
- Azure
- Box Module
- Datamatics
- Docker
- Docusign
- Dropbox
- Equifax
- Exchange Web Services
- Experian
- FHIR
- Financial
- Foreign Exchange
- Google Drive
- Google Cloud
- Google Vertex
- Google Gemini
- HL7
- HubSpot
- IBM ODBC
- iCal
- Jira
- Logging.WindowsEvent
- Messaging
- MongoDB
- MS OneDrive
- Okta
- OpenAI
- OpenID
- PGP
- Plaid
- PowerShell
- Python
- QR Codes
- R Module
- Remedy
- Salesforce
- SAML
- Sharepoint
- Slack
- SSH
- Symantec
- Telephony
- USPS
- UnitTestCore
- Word To PDF
- X12
- SDK
- Advanced
- Guide of Decisions Entities Locations in SQL Tables
- API and Authentication
- Modifying an Application Servers SMTP Settings
- Using Selenium and NUnit for Front-end Testing
- Changing the Portal Base URL
- Securing Decisions and Web Application Firewalls (Azure)
- Decisions Disaster Recovery Architecture
- Troubleshooting
- Logging & Auditing
- Logging Overview
- Logging Settings
- Reading Logs
- Using the Log Step
- Writing To Log Files
- Creating Custom Log Files
- Setting up AWS Cloudwatch Logging
- Setting Up Azure Log Analytics Integration Updated
- Enabling W3C Logging
- Enabling Auditing
- Configuring Decisions with Grafana Loki
- Troubleshooting Using the Profiler Updated
- Usage Logs
- Understanding Thread Jobs and Processes
- Administrators
- User Management
- Accounts & Groups
- AD (Active Directory)
- SSO (Single Sign-On)
- Deployment
- Customization
- Permissions
- System Folders
- System Settings
- System Folders Tree Updated
- Controlling Assignment Notification Types for Server
- Creating Custom Modes of Notification with Notification Flows New
- Event Viewer
- Flow Management Dashboard
- System Validation Folder
- Turn Portal Statistics On
- Configuring Locations
- Stored Workflows
- Setting Up Notifications for Events
- Edit Flow Data While A Flow Is Running
- Toolbox Visibility Rules
- Email and SMTP in Decisions
- File Archiving and Deletion
- Integration Activities
- User Management
Article summary
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Overview
The Document Module System Settings configures how the instance handles document interaction and storage. These settings determine where documents are stored, number of versions of a document stored, and allows warnings to be set for when file space runs low.
v8.13 Change
As of v8.13 changing the Store In setting from Database to File System will cause a system validation message. It is not recommended to change this setting in any version.
Configuration
Setting Name | Default Value | Function | ||
---|---|---|---|---|
Audit Document Interaction | False | Toggles auditing of document interaction. | ||
Max Versions To Keep | 10 | Number of different versions that will be saved for a particular document. | ||
Store In | Database | Allows selection of where the instance stores documents. This effects any new documents after this change and does not move already stored documents between locations. The default setting is Database. It is recommended to leave this set to Database. | ||
Database | -- | Stores documents in the instance's database. For most use cases, this will more than suffice and it is the preferred setting for instances supporting multiple users and/or clustered instances. | ||
FileSystem | -- | FileSystem is not recommended for use at this time. | ||
Base Directory | ./Documents | Prompts for the file path to store documents. | ||
Warn When Total Document Repository Size Reaches | False | Toggles if a warning appears when the repository reaches a certain storage size. | ||
Warn When Total Document Repository Size Reaches (MB) | 0 | The storage size threshold for when a warning is sent. | ||
Dont Allow Documents When Total Document Size Reaches | False | Toggles if the storage location still accepts additional documents after a certain storage size is reached. | ||
Dont Allow Documents When Total Document Size Reaches (MB) | 0 | The storage size threshold that when exceeded prevents documents from storing. | ||
Cache Documents For URL Access | True | Toggles ability to view documents via URL. |
For further information on the Portal, visit the Decisions Forum.
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