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Portal Settings

31 Oct 2023
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Portal Settings

Updated on 31 Oct 2023
12 Minutes to read

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Overview

The Portal Settings contain configuration options for behaviors for the Portal and Studio. The Portal Settings can be found in the Decisions Studio by navigating to System > Settings > Portal Settings. Settings can be found by scrolling through the list within the Edit Portal Settings screen or via the search bar in the Global Action Bar.

Some settings and sections are only revealed when the triggering parent setting is enabled. Some settings may require a restart of the instance. For more information on how to restart Decisions, see: How to Restart the Decisions Application.

Auto Lock

Sets the time and behavior of when a user will be locked out (logged out) due to specified inactivity time.

Setting Name	Default Value	Setting Definition
Auto Lock Screen	Disabled	The lockout will occur after a specified amount of User inactivity on the User Portal and the Designer Studio. This property exclusively considers user interactions within the portal interface and doesn't encompass API calls, unlike the Session Timeout feature, which takes API calls into consideration.
Username Box Appearance	Show User Name As Label	Drop-down list with options for how the username should behave on lockout. It can either appear as a label, be hidden, or be retyped.
Auto Lock Timeout (dd:hh:mm:ss)	0:0:24:0	Toggles the time used to set the timeout threshold for Auto-Lock.

Client Side Logging

Determines action to take and level when an error is logged.

Setting Name	Default Value	Setting Definition
Log to Console Level	Unknown	Determines to what level of error is logged to the console
Log to Server Level	Error	Determines to what level of error is logged to the server

Contact Editor Settings

Defines the action to take for updating contacts.

Setting Name	Default Value	Setting Definition
Secure Contacts In Read-only Mode	Disabled	Allows the ability to secure contact information in read-only mode
Secure Contacts in Edit Mode	Disabled	Allows the ability to secure contact information in edit mode
Allow Auto-Add	Enabled	Toggles whether an option for a new contact will automatically appear after adding one
Show Contact Order	Disabled	Toggles visibility of contact order
Include Addresses In the Contact View	Disabled	Toggles the visibility of address when viewing a contact

Default Page/Folder

Sets the default page when logging into the Portal/Studio.

Setting Name	Default Value	Setting Definition
Default Folder	None	Allows selection of a default folder that opens when navigating to the Portal
Default View Page	Folder View Page	Allows editing and selection of the default Folder's View Page
Default Studio Page	Default Page	Allows editing and selection of the default Studio Page
Default Page Name	Folder View	Allows editing and selection of the default Page Name
Show Default Page If User Page Specified	Enabled	Toggles visibility of the Default Page if the user specifies a Page

Documentation

Used to configure the Help Documentation Page

Setting Name	Default Value	Setting Definition
Help Documentation Page	Help Documentation Page	Allows editing and selection of the Help Documentation Page

Editors

Setting Name	Default Value	Setting Definition
Interval In Milliseconds	500	Sets a given time between

Folder Timeline

Setting Name	Default Value	Setting Definition
Max States Before Forced Expand	10	Set the number of states that a folder can preview before it is forced to expand in size.

Globalization Settings

Sets general formats for language, time, dates, numbers, and file extensions.

Setting Name	Default Value	Setting Definition
Default Culture	en-US English (United States)	Set the default culture for the Decisions environment.
Time Format	Use Culture Format	Set the Time appearance format. By default, it references the designated culture format.
Date Format	Use Culture Format	Set the Date appearance format. By default, it references the designated culture format.
Number Format	Use Culture Format	Set the Number format. By default, it references the designated culture format.
Number Of Decimal Digits	2	Sets the number of decimal places
File Extensions > Use Extensions Allowed	zip, decobj bat, exe, ps1, com	When enabled, this will only allow the extensions that are mentioned under Extensions Allowed. When disabled, this will block all the extensions that are mentioned under Extensions Not Allowed.
Allow Multiple File Extensions in File Name	True	Allows files with double extensions to be uploaded

These settings apply to both Portal and Studio views.

Setting Name	Default Value	Setting Definition
Show Favorites	Enabled	Enables the Favorites folder to appear on the left sidebar in the Decisions Studio.
Show Folders	Enabled	Enables all of the root/nested Folders to appear on the left sidebar in the Decisions Studio.
Show Recent	Enabled	Enables the Recent folder to appear on the left sidebar in the Decisions Studio.
Hide Search	Disabled	Enables the option to hide the search bar on the left sidebar in the Decisions Studio.
Panel Opened on Start-Up	Folders	Set which section should automatically be expanded on the left-sidebar when the Decisions Studio is launched.
Workflow Catalog (3)		Hide Workflow Catalog (Disabled): Enables the option to hide the Workflow Catalog folder. Root Workflow Catalog Items (Default): Defines the root Workflow Catalog items that Start Workflow Title: Set the title for starting a workflow in the Workflow Catalog.

Sets the behavior for when a user logs in.

Setting Name	Default Value	Setting Definition
Lock Session To IP Address	Disabled	Enable the option to lock the Decisions session to a particular IP address.
Login User Flow (Executed after User Login - No Forms)	None	A Flow that is executed after a successful login
Login User Flow (Show Before Portal Loads)	None	A Flow that is executed after a successful login before the Portal loads
Restrict Simultaneous Logins	Disabled	Enable the option to restrict multiple logins to the Decisions environment at once.
Use Mobile Portal on Tablet	Disabled	Enable the option to display the mobile version of the user Portal on a tablet device, as opposed to the full desktop version.

Sets the behavior for users on the Login page.

Setting Name	Default Value	Setting Definition
Handle Password Reset Communication Via Flow	Disabled	Enable to handle communications regarding password reset via a Flow. Use the box that appears to designate the Flow that will handle password reset communications for the Decisions environment.
Get Help URL	http://documentation.decisions.com	Set the URL that a user would redirect to if they selected the "Get Help" button on the login page.
Contact Us URL	Blank	Set the URL that a user would redirect to if they selected the "Contact Us" button on the login page.
Hide Forgot Password Link	Disabled	Enable the option to hide the "Forgot Password" link on the login page.

New Window Settings

Setting Name	Default Value	Setting Definition
New Window Style	Off	Sets the style of how newly opened windows will look from the Portal/Studio

Notification Settings

Sets the actions and times for notifications displayed.

Setting Name	Default Value	Setting Definition
Use Default Email Address In Notification	Enabled	Enable the option to include the default email address that serves as the "From" address used for communication and sending emails. The default email address is set admin@decisions.com.
Allow Users To Opt Out Of Notification	Disabled	Enable the option to let users opt out of notifications while in the Decisions environment.
Turn off Notify To Me	Enabled	Toggles visibility of the 'Notification To Me' Actions
Notify Report Structure Change	Enabled	Notifies user of changes to a Report
Display Notification Timeout (dd:hh:mm:ss)	0:0:0:5	Set the duration before a notification appears.
Display Notification Item Timeout (dd:hh:mm:ss)	0:0:02:0	Set the duration for which a notification will appear.

Page Part Base Content Settings

Setting Name	Default Value	Setting Definition
Hide Title Bar	Disabled	Toggles visibility of Title Bar in Page components with this setting
Use Small Title	Disabled	Toggles use a smaller Title in Page components with this setting
Has Border	Disabled	Toggles use a border around in Page components with this setting

Page Part Child Settings

Setting Name	Default Value	Setting Definition
Hide Title Bar	Disabled	Toggles visibility of Title Bar in Page components with this setting
Use Small Title	Enabled	Toggles use a smaller Title in Page components with this setting
Has Border	Disabled	Toggles use a border around Page components with this setting

Page Part Chromeless Settings

Setting Name	Default Value	Setting Definition
Hide Title Bar	Enabled	Toggles visibility of Title Bar in Page components with this setting
Use Small Title	Disabled	Toggles use a smaller Title in Page components with this setting
Has Border	Disabled	Toggles use a border around Page components with this setting

Page Part Container Settings

Setting Name	Default Value	Setting Definition
Hide Title Bar	Disabled	Toggles visibility of Title Bar in Page components with this setting
Use Small Title	Disabled	Toggles use a smaller Title in Page components with this setting
Has Border	Disabled	Toggles use a border around Page components with this setting

Password Settings

Setting Name	Default Value	Setting Definition
Min Password Chars	0	Set the value for the lowest amount of characters allowed in a Decisions account password.
Reset Password Email Template	Blank	Change the template for the "reset password" email from Decisions.
Require Upper And Lower Case	Disabled	Enable the option to require uppercase and lowercase letters in an account password.
Require Symbols	Disabled	Enable the option to require symbols in an account password.
Require Number	Disabled	Enable the option to require numbers in an account password.
Enable Account Expiration	Disabled	Enable an expiration timeframe on an account password. This option reveals Password Expires In Days, which can be adjusted to any number of days. 30 is the default.
Enable Account Lockout	Disabled	Enable account lockout after a specified number of login attempts. This option reveals Lockout After the Number Of Attempts, which can be adjusted to any number of login attempts. 3 is the default.
Forcibly Close Sessions When Password Changed	Disabled	Enable a feature that automatically closes all sessions of Decisions when a password is changed.
Compare Last Four Passwords	Disabled	Enable the option to compare the last four passwords for similarities for enhanced authorization and security.

Portal Header

Configures the look of the Portal header.

Setting Name	Default Value	Setting Definition
Logo	Blank	Allows users to change the Logo in the Portal Header.
Show Logo	Disabled	Displays the set Logo.
Show Current Folder Name	Disabled	Displays the name of the current displayed Folder.
Slogan Text	My Portal	The text is displayed in the Portal header.
Show Settings	Enabled	Displays settings on Header.
Show Account	Enabled	Displays the logged-in Account's name.
Show About	Enabled	Enabled the About link in the Header Settings.
Show Logout	Enabled	Enables the Logout link in the Header Settings.
Hide Portal Action Bar	Disabled	Hides the top action bar within Folders.

Portal Settings

Sets options for the behavior of the Portal

Setting Name	Default Value	Setting Definition
Group Account Limit (0 = unlimited)	100	The total allowed number of Group Accounts.
Folder Search Result Limit	10	Set the number of search results that the folder search feature can return (searches all Decisions folders. The best practice is 10 at minimum).
Inline Search Result Limit	15	Set the number of inline search results that appear from within a folder.
Disable Text Entity Search	Disabled	Disables search for an entity
Hide Search	Disabled	Hides the Search bar.
Show Development Actions	Disabled	Enable the option to show the developer actions available for Decisions if developing for the product or for use with the Decisions SDK.
Different Login Logo	Disabled	Enable the option to show a different login than the one uploaded for the login screen.
Max Recent Items	20	Set the maximum amount of recent items that can be registered in the recent items folder.
Show Instance Name	Multi-Tenant	Select the circumstance with which the instance name would be shown in Decisions. Typically, this would occur in a multi-tenant environment.
Show Exception Details	Enabled	Enable the option for extended exception details to be shown to the user when an exception occurs within Decisions.
Show Developer Level Errors	Disabled	Enable the option to reveal exception details and errors in stack trace code for developers.
Form Session Not Found Error Message	"Your Form cannot be processed due to a System error. Please refresh the browser and retry."	Create a custom message to display when the Form Session can not be found.
Show User's Home Folder	Enabled	Enable the option to show the home folder for the user account in Decisions (the house icon in the top-left corner of each folder).
User's Home Folder Name	My Documents	Designate which folder the user is redirected to when the home icon is selected.
Default EmailAddress	admin@decisions.com	This is the default email address that serves as the "From" address used for communication and sending emails.
New User Default Groups	Blank	Sets default group for new users
Show New User Welcome Wizard	Enabled	Enable the Decisions Welcome Wizard for new users.
Default WebPage Title	Decisions	Set the webpage title for Decisions.
Store Password In Recoverable Way	Enabled	Allows a user to store a password that can be retrieved
Hide Remember Me On Login Page	Disabled	Enable the option to hide the "Remember Me" checkbox on the login page.
Terms Of Services	Please provide terms of service in System/Settings/PortalSettings	Designate the Terms of Service that are associated with the Decisions environment as it pertains to the organization using it.
Default Time Zone	Eastern Standard Time	Set the default time zone for the Decisions environment.
Default Export Sub Entities Option (Exclude)	Exclude	Set if and how sub-entities can be included with a project export by default.
Assign Task When Importing Missing Folder Structure	Disabled	Enable the option to assign a user account a specified task whenever a project is imported that is missing a folder structure.
Session Timeout (dd:hh:mm:ss)	7:0:0:0	Sessions are tokens that are created based on user authentication details; when a user logs in via the Portal or over the API, a session is created. Session Timeout has a sliding expiration, meaning that if the Portal is open, even while idle, API calls are still occurring. This setting will cause a session timeout when there is no activity at all.
Enable Guest Account	Disabled	Enable the "Login As Guest" option on the Decisions login page. The default GUEST account in Decisions needs to be activated and configured with the appropriate permissions.
Translation	Yes	Enables the option for custom translations to be used that were configured in Decisions.
Default Language	Blank	Set the default language to a language that was configured in Decisions.
Action Location	Both	Determines where the action menu will be displayed
Search Subfolders Threshold	100	Set the number of subfolders that the search will recognize. Whenever a folder contains 100 or more subfolders, those subfolders are hidden from the folder tree and replaced by a folder called [Search Folders]. This is intended to reduce potential clutter from the left panel.
Collapsed on Start-Studio	Disabled	Sets the default action the Folder Tree will perform in the Studio
Collapsed on Start - User Portal	Disabled	Sets the default action the Folder Tree will perform in the Portal
Show Account Impersonation Action	Enabled	Enables the option to select account impersonation if it has been configured in Decisions. This would allow one account to impersonate another account with the appropriate permissions.
Show Lock Portal Action	Enabled	Enable the option to show the Lock Portal icon in the action menu that appears when the person icon is selected. This would lock the Portal, rendering an "object is locked by [user]" notification to appear in other Decisions sessions under the same account.
Show Submit Feedback	Enabled	Enable the option to show the Submit Feedback button so that a user can submit written feedback about their experience with Decisions in relation to operation for the organization.
Submit Feedback Address	support@decisions.com	Set the default email address where submitted feedback would be sent.

Printing

Setting Name	Default Value	Setting Definition
Default Page Template	Default Print Template	Sets how a page will print and what template to be used

Process Pages

Setting Name	Default Value	Setting Definition
Default Process Page	Default Process View Page	Set the default Process View Page in Decisions. The Process View is used to track process data being worked in Decisions, and this Page view is provided by default.
Default Process Page Name	Process View	Set the name of the default view for showing process data in Decisions.
Default Sub Process Page	Default Sub Process View Page	Set the default Sub Process View Page in Decisions. The Sub Process View is used to track child process data being worked in Decisions, and this Page view is provided by default.
Default Process Page w/ Parent Link	Default Process View Page With Parent Process Link	Set the default Process View Page that includes a link to the parent process in Decisions. This Page view is provided by default.
Default Sub Process Page w/ Parent Link	Default Sub Process View Page With Parent Process Link	Set the default Sub Process View Page that includes a link to the parent process in Decisions. This Page view is provided by default.

Registration Settings

Sets options for when a new user registers in Decisions.

Setting Name	Default Value	Setting Definition
Allow Self Registered Users	Disabled	Enables the option to allow self-registered user accounts access to the Decisions environment.
Custom Self Registration Url	Blank	Set a custom URL for the user to access self-registration to the Decisions environment if enabled.
Registered Users Must Confirm	Disabled	Enables the requirement that registered users must confirm their email address when their account is set up in Decisions.
Email Confirmation Flow	Account Confirmation Email Flow	Set the Flow used when a confirmation email needs to be sent to a new account.
Confirmation Page Location	/Account/ConfirmAccount	Set the default location for the account confirmation page in Decisions.
Show Invite Action	Disabled	Enables the action Show Invite

Report Viewer

Settings related to viewing a Report.

Setting Name	Default Value	Setting Definition
Show Header As Toolbar	Enabled	Displays the header of the Report as a toolbar
Automatic Paging Threshold Value	1000	Sets the automatic paging threshold

Reset Password

Setting Name	Default Value	Setting Definition
Reset Password Link Life Span in Mins	20	Set the duration in minutes before a "reset password" link for a Decisions account will expire.

Root Folder Settings

Setting Name	Default Value	Setting Definition
Show Add Root Folder Button	Enabled	Enables a checkbox option when creating a folder that allows the user to create that folder at the root level in the Decisions environment.
Allow Any User To Create Root Folder	Disabled	Enables the option to let any user create a folder at the root level in Decisions.
Groups Allowed To Create Root Folder	Administrators	Set which groups can create root folders in Decisions.

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Portal Settings

Overview

Auto Lock

Client Side Logging

Contact Editor Settings

Default Page/Folder

Documentation

Editors

Folder Timeline

Globalization Settings

Left Side Bar

New Window Settings

Notification Settings

Page Part Base Content Settings

Page Part Child Settings

Page Part Chromeless Settings

Page Part Container Settings

Password Settings

Portal Header

Portal Settings

Printing

Process Pages

Registration Settings

Report Viewer

Reset Password

Root Folder Settings

What's Next

Portal Settings

Overview

Auto Lock

Client Side Logging

Contact Editor Settings

Default Page/Folder

Documentation

Editors

Folder Timeline

Globalization Settings

Left Side Bar

Login

Login Page Settings

New Window Settings

Notification Settings

Page Part Base Content Settings

Page Part Child Settings

Page Part Chromeless Settings

Page Part Container Settings

Password Settings

Portal Header

Portal Settings

Printing

Process Pages

Registration Settings

Report Viewer

Reset Password

Root Folder Settings

What's Next