Portal Settings
- 29 Dec 2021
- 11 Minutes to read
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Portal Settings
- Updated on 29 Dec 2021
- 11 Minutes to read
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- DarkLight
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Overview
The Portal Settings contain several sections of configuration options for behaviors in Decisions, in both the Portal and the Studio. The Portal Settings are located in the Decisions Studio by navigating to System > Settings > Portal Settings. With such a wide range of sections, the search bar is recommended for locating a setting. This article will cover which settings are available in version 6.
Article Information
Please note that some settings are tagged for deprecation with an [x] indicator. Time duration settings are formatted as dd:hh:mm:ss. Values in parenthesis for the If Enabled section are the default setting for that setting. Some settings and sections are only revealed when the triggering parent setting is enabled. Some settings may require Service Host Manager (SHM) to be reset. For more information on resetting SHM, please visit our How To Restart SHM article.
Auto Lock
| Setting Name | Default Value | Setting Definition |
|---|---|---|
| Auto Lock Screen | Disabled | The lockout will occur after a specified amount of User Inactivity on the Portal. This property does not take into account API calls which Session Timeout does. |
| Username Box Appearance (Show User Name As Label) | Dropdown 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 | 00:00:00:03 | Toggles used to set the timeout threshold for Auto Lock. |
Default Page/Folder
Documentation
| Setting Name | Default Value | Setting Definition |
|---|---|---|
| Help Documentation Page | https://documentation.decisions.com | Provided by Decisions, the default URL for help documentation in Decisions. |
Editors
| Setting Name | Default Value |
|---|---|
| Auto Submit Editor Value [x] | Enabled |
| Submit On First Type [x] | Disabled |
| Submit On Clear [x] | Disabled |
| Interval In Milliseconds [x] | 500 |
| Default Editor Width [x] | 750 |
| Default Editor Height [x] | 750 |
| Show Suggestions for Date Editor [x] | Enabled |
Flow Runtime
| Setting Name | Default Value | Setting Definition |
|---|---|---|
| Show Spinner Between Forms | Enabled | Enables a loading spinner icon that appears between loading Forms at Flow run-time. |
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
| 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. |
| Extensions Not Allowed | bat, exe, ps1, com |
Left Side Bar
| Setting Name | Default Value | Setting Definition |
|---|---|---|
| Show Favorites | Enabled | Enables the Favorites folder to appear on the left-side bar in the Decisions Studio. |
| Show Folders | Enabled | Enables all of the root/nested Folders to appear on the left-side bar in the Decisions Studio. |
| Show Recent | Enabled | Enables the Recent folder to appear on the left-side bar in the Decisions Studio. |
| Hide Search | Disabled | Enables the option to hide the search bar on the left-side bar in the Decisions Studio. |
| Panel Opened on Start-Up | Folders | Set which section should automatically be expanded on the left-side bar when the Decisions Studio is launched. |
| Workflow Catalog (3) |
|
Login
| 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. |
| 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. |
Login Page Settings
- Password Reset Communication Flow: Use this section to designate a Flow for handling password reset communications in the Decisions environment.
| 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 | Set the URL that a user would redirect to if they selected the "Get Help" button on the login page. | |
| Contact Us URL | 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 |
Notification Settings
| Setting Name | Default Value | Setting Definition |
|---|---|---|
| Use Default Email Address In Notification | Enabled | Enable the option to include the default email address for Decisions in a notification (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. |
| Display Notification Timeout | 00:00:00:05 | Set the duration before a notification appears. |
| Display Notification Item Timeout | 00:00:02:05 | Set the duration for which a notification will appear. |
Page Part Base Content Settings
| Setting Name | Default Value |
|---|---|
| Hide Title Bar | Disabled |
| Use Small Title | Disabled |
| Has Border | Disabled |
Page Part Child Settings
| Setting Name | Default Value |
|---|---|
| Hide Title Bar | Disabled |
| Use Small Title | Enabled |
| Has Border | Disabled |
Page Part Chromeless Settings
| Setting Name | Default Value |
|---|---|
| Hide Title Bar | Enabled |
| Use Small Title | Disabled |
| Has Border | Disabled |
Page Part Container Settings
| Setting Name | Default Value |
|---|---|
| Hide Title Bar | Disabled |
| Use Small Title | Disabled |
| Has Border | Disabled |
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 | 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 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 Settings
| Setting Name | Default Value | Setting Definition |
|---|---|---|
| Secure Cookies (Ensure you are on https) | Disabled | Enable the option to use secured cookies with HTTPS. |
| Lock Shortcut Key | [not set] | Set a shortcut key or keystroke to lock the Decisions environment. |
| Portal Size | 1024 x 600 | Set the default Portal size in pixels. |
| Leaving Portal Confirmation (Silverlight) | Enabled | Enable a confirmation from Decisions informing the user that they are leaving the portal when a redirecting action within Decisions is selected. |
| Remember User UI Setup | Enabled | Enable the option to remember the user interface setup based on the user account logged into Decisions. |
| Use Browser Zoom | Enabled | Enable the option for Decisions to scale based on the browser zoom. |
| 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 | |
| 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. |
| Logo | Choose file | Upload an image file of the specified parameters to use as the logo in Decisions. |
| Show Logo In Header | Disabled | Enable the option to show the logo in the header of the Decisions environment. |
| Different Login Logo | Disabled | Enable the option to show a different login than the one uploaded for the login screen. |
| Show Slogan In Shadow | Enabled | |
| Show Current Folder Name | Disabled | |
| Slogan Text | Decisions | Text to display in the Portal header |
| 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. |
| 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 | Set the default email address for Decisions. |
| New User Default Groups | ||
| Show New User Welcome Wizard | Enabled | Enable the Decisions Welcome Wizard for new users. |
| Default WebPage Title | Decisions | Set the webpage title for Decisions. |
| Get WebPage Title from URL | Enabled | Enable the option to pull the webpage title from the URL of Decisions. |
| Store Password In Recoverable Way | Enabled | |
| Hide Remember Me On Login Page | Disabled | Enable the option to hide the "Remember Me" checkbox on the login page. |
| Terms Of Services | Designate the Terms of Service that are associate with the Decisions environment as it pertains to the organization using it. | |
| Default Time Zone | 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 | 07:00:00:00 | 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. |
| Show Folders In Sub Menu | Disabled | |
| Translation | No | Enables the option for custom translations to be used that were configured in Decisions. |
| Default Language | Set the default language to a language that was configured in Decisions. | |
| Action Location | Both | |
| 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. |
| Show Settings In Header | Enabled | Enable the option to show the Settings icon in the action menu that appears when the person icon is selected. These settings are for the Decisions environment. |
| Show Account In Header | Enabled | Enable the option to show the My Account icon in the action menu that appears when the person icon is selected. This folder is for Account details. |
| Show About In Header | Enabled | Enable the option to show the About icon in the action menu that appears when the person icon is selected. This window is information about the Decisions environment. |
| Show Lock In Header [x] | 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 Logout In Header | Enabled | Enable the option to show the Logout icon in the action menu that appears when the person icon is selected. This option logs the current account out of the environment. |
| Collapsed on Start - Studio | Disabled | |
| Collapsed on Start - User Portal | Disabled | |
| 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 |
|---|---|
| Default Page Template | Default Print Template |
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, 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, 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
| 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 | Set a custom URL for the user to access for 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 | http://localhost/decisions/ConfirmAccount.aspx | Set the default location for the account confirmation page in Decisions. |
| Show Invite Action | Disabled |
Report Viewer
| Setting Name | Default Value | Setting Definition |
|---|---|---|
| Show Navigation Confirmation | Disabled | Enable user confirmation when navigating to a different part of the Decisions environment from a Report. |
| Show Header As Toolbar | Enabled | |
| Automatic Paging Threshold Value | 1000 |
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 root level in Decisions. |
| Groups Allowed To Create Root Folder | Administrators | Set which groups can create root folders in Decisions. |
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