This documentation version is deprecated, please click here for the latest version.
Portal Settings
Updated on 18 Jul 2022
12 Minutes to read
Print
Share
Dark
Light
Article summary
Did you find this summary helpful?
Thank you for your feedback
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 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 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 (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 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 Readonly 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 Contact View
Disabled
Toggles 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 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 extensions for files.
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
Sets the file extensions not allowed
Allow Multiple File Extensions in File Name
True
Allow files with double extensions to be uploaded
Left Side Bar
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-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)
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.
Login
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.
Login Page Settings
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 new 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 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.
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 of a smaller Title in Page components with this setting
Has Border
Disabled
Toggles use of 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 of a smaller Title in Page components with this setting
Has Border
Disabled
Toggles use of 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 of a smaller Title in Page components with this setting
Has Border
Disabled
Toggles use of 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 of a smaller Title in Page components with this setting
Has Border
Disabled
Toggles use of 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 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 that 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.
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 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.
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
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 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 associate 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 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 ortal, 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, 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
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.
Was this article helpful?
Thank you for your feedback! Our team will get back to you
