Settings
  • 11 Apr 2024
  • 6 Minutes to read
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Article Summary

Designer Settings

The Designer Settings allow designer users to configure the entire Project. This includes project activities, health, integrations, configurations, jobs and events, and security. This article lays out all the available settings within the Project.

Activity:

Allows monitoring and tracking of entity and user activity within the Project, ensuring a comprehensive understanding of interactions to enhance project management.

Users Activity:

A Dashboard displaying charts pertaining to individual user activity. This includes the user's login history, modifications made to entities, and assigned to-dos.

Report Activity:

The Report displays all information related to the Report entities, including new creations and edits.

Database Queries:

A dashboard displaying details of all database queries run on the Query Editor.

Health:

Allows to monitor user interactions, optimize data structures, and maintain a detailed project history. These tools offer insights, aid in troubleshooting, and track changes, ensuring a healthy and well-maintained project environment.

Data Structures :

A dashboard displaying details of all the Data Structures used in the Project.

Error Handling :

The Error Handling Flow is a specialized behavior in which users can retrieve data in the event of a Flow exception. This Flow can send an exception message, stack, type name, full trace, and details of the entities that caused the error.

Infrastructure:

Views information pertaining to the Lock Service and Cache Details.

Cache:

Displays a Report that includes all the cache definitions related to the Project.

Lock Service:

Displays a report that lists all the entities that are currently locked in the Project.

Logs :

Captures and stores detailed log information, helping in troubleshooting, debugging, and performance monitoring.

Profiler :

The Profiler dashboard displays all the Flow Executions, Database Calls, Flow Steps, and any Hotspots within the system. It helps the Designer find problems in their Flows.

Project Auditing:

Tracks and audits changes made to the Project, including Mappings, Flow Structures, and Validations.

Import Data :

This page displays reports of imported entities and issues faced during the import process.

Repository :

A Dashboard to display a list of check-ins/checkouts for the specific Project and Revision numbers.

All Mappings:

A Report that lists all Step Mappings for existing Flows within the Project.

Archiving :

A Report that includes all the entities that are archived.

Flow Structure:

A report with filtering options to view all Flow Structures of existing Flows in the platform.

Report Structure:

A report that lists all the Reports and their corresponding data fields available in the system.

Validations:

A report that lists all the validations on the Flow and Rules available in the system.

Integrations:

It allows users to manage settings and monitor information about database integrations, external services, OAuth, and scripting within the platform.

Databases :

This dashboard displays all the connected databases, the total number of integrations, database types, and a report that lists all the database connections.

External Services :

A dashboard to integrate with external web services and APIs, enhancing the Project's capabilities and connectivity.

Scripting:

Scripting allows the addition of PowerShell and Python scripts to the Project. To add these scripts, it is mandatory to download the necessary modules and create a dependency on those modules for the projects.

Configuration:

Features different methods of configuration within the platform. View, edit, and add Variables, Data, Templates, and User Favorites.

Settings:

Displays the basic information about the Project.

Name and Description:

Displays the Icon, Name, and Description of the current Project. Note that the Project Name cannot be edited.

Require Comment On Save:

A checkbox that allows users to require designers to include a comment when saving Designer Entities.

Templates:

This allows us to store and manage templates for various components such as CSS, email, Excel, etc.

CSS :

Allows to upload custom CSS documents for customization of elements in Decisions to easily fit the branding and image of any company or enterprise.

Email Templates :

It allows users to view, edit, and add email templates in HTML formats that dictate the look of emails sent from a send email step.

Excel Templates :

Allows to create an Excel Template that can be applied to a report before exporting it from the Decisions environments.

Report Output Handler :

The Report Output Handler Flow is a type of Flow Behavior that is used to pull in, organize, and export Report Data as an Excel file.

Variables:

Allows the users to view existing constants, Data Extensions, Lookup lists, and Suggestion lists.

Constants :

Allows the creation and management of constant values that can be used for flows and rules within a project.

Data Extensions :

Data Extensions serve as a way to expand the capabilities of a data structure by adding additional data fields to complex data types.

Lookup Lists :

Lookup Lists are used to search for a specific set of data (typically within a Database Table) that can be accessed and used within a Flow or Rule. The Lookup List feature allows users to create specific Project Constants and obtain the value of an object using a defined key.

Suggestion Lists :

The String Suggestion List is a feature that allows users to create and manage multiple string values within a variable. When a Designer user sets an input mapping to "Constant," the respective field transforms into a drop-down menu, presenting all the pre-configured strings for selection.

Data:

It allows users to view and manage data within the platform, including data samples, the Help page, images, locations, notifications, tags, and translation services.

Tags :

Displays a dashboard that has reports to view Tags that have been applied to objects such as documents, Reports, and other Designer Elements.

Data Samples :

View, edit, and add Data Samples, which are global tests for any Flow expecting the same data type and name.

Help :

Allows adding and managing the Help message over the Form Fields.

Locations :

The Locations Folder stores various information about companies and divisions within an organization, as well as their users. Users can store the Address information of the company or division and its Business Days and Business hours.

Notifications :

This report allows the management of the notifications within the Project.

Designers:

It allows the management of project data rules, toolbox rules, SDK extensions, and customizations to the design interface.

Data Rule :

Data Rule allows users to control which data fields are visible to designer users in data structures. This Report manages the Data Rules of the Project.

Designer Extensions :

Designer Extensions allow users to add custom actions on the visual designers. These Actions are configured with a Flow.

Toolbox Rules :

Toolbox Rules allows users to customize the Toolbox by hiding specific steps or categories to manage the entire Toolbox.

SDK Extensions :

Software Development Kit (SDK) allows developers to extend the product functionality as per their business use case. This page allows you to manage all the SDK added to the Project.

Favorites:

Allows to view and edit Favorites for the step Toolbox in the Flow Designer.

Jobs & Events:

Allows to manage the Scheduled Jobs and Message Queues.

Message Queue Handlers :

Allows to set up a Message Handler Flow to subscribe to messages in a queue.

Message Queue :

Allows the setting up of various message service queues for the Project. To add these message queues, it is mandatory to download the necessary modules and create a dependency on those modules for the projects.

Scheduled Jobs :

Allows for the management of scheduled tasks and jobs to automate repetitive processes. This dashboard includes reports and charts that help provide a comprehensive overview of scheduled jobs.

Security:

Allows for the management of the user’s data in the Project, including Assignment Roles, managing Groups, Named Sessions, and all Permission information.

Assignment Roles :

Assignment Roles are identifiers in Decisions that allow users to add Account/s and Group/s as a Role. These Roles can be anything based on the use case, such as Developers, Testers, and Managers. This folder allows users to add Assignment Roles to the Project.

Groups :

A Report that details all the available Groups in the Current Folder.

Named Sessions :

Named Sessions allow for specific users to pass in when executing a Flow via REST without exposing the user account information. This report displays all the Named Sessions related to the current Project.

Permissions :

A Report that determines all the folder permissions granted to the accounts and groups.


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