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Complete this panel to review or modify personal settings that affect the operation of the Designer Studio and Explorers. C-2268B-20084 not context-sensitive
XXXXXXXXXXXXXXXXX CLARIFY WHICH OF THESE ARE MEANINGFUL FOR BUSINESS ANALYST PORTAL XXXXXXXXXXXXXx
Access the Profile menu from the down-arrow next to your name on the Designer Studio header. Select Preferences from the Profile menu - the menu accessed by the down-arrow () to the right of your own full name.
Complete the following preferences to control the behavior of the Designer Studio window.
Label |
Description |
Login | |
Full screen? |
Select to cause the portal to open at full screen size the next time you log in. B-20027
|
Run Process |
The In field affects the portal behavior
when you enter a new work object from the Designer Studio
through the |
In |
Select to control where work object forms appear:
|
() |
|
Skin |
|
Exit | |
Warn always? |
Select to require a confirmation each time you click the Log off link. |
Warn when data has changed? |
Select to require a confirmation when you use the Close
button ( |
General
preferences — Keyboard
To view or change keyboard preferences, click the plus sign in the left panel to expand the General group, and then click the Keyboard link.
Set the preferences in this group to control use of keyboard shortcuts when using the Designer Studio. PROJ-340 5.3 GAGNP See Navigating with keyboard shortcuts.
Label |
Description |
Enable |
Select to allow use of keyboard shortcuts in the Designer Studio portal, such as CTRL + 0 to log off. Clear to disable these shortcuts. |
Restore Defaults |
Click to reset all keyboard shortcuts to the default values. |
Show Current |
Click to display all of your current keyboard settings. |
To view or change a single keyboard shortcut, select a Category from the list in the left panel and then select a Command from the list in the right panel. |
|
Category | Select the category that includes the command you want to view or change. |
Command | Select a command in the category. |
ShortCut Key |
Define a shortcut for the selected command, by selecting
or clearing checkboxes for the
Click Save to record your changes. |
To view or change log off preferences, click the plus sign in the left panel to expand the General group, and then click the Log off link.
Set these preferences to determine the details to save when you log out. These choices affect the initial appearance and state of the Designer Studio when you next log in.
Label |
Description |
Full State of Desktop | Select to save all three states described in the following checkboxes. B-25346 BUG-709 |
Open List | Select to save the Currently Open (![]() |
Open Rules | Select to cause rules and data instances that are open when you log out to be reopened when you next log in. B-19318 |
Explorer Tab | Select to save the Application Explorer state (and the state of other visible explorers) when you log out. The system restores these tools when you next log in. NOT WORKING ??? |
Set the Edit preferences to affect the presentation of rule forms and data forms in the workspace.
Depending on the portal you are using, these preferences may be locked and not changeable. This condition is controlled by the Operator cannot override checkbox on the Options tab of the Portal form.
Label |
Description |
Rule Actions |
Set these preferences to affect the appearance of open forms in the Designer Studio. |
Open | |
Expand header |
Select to present a newly opened rule or data form with
the header visible ( |
Maximum |
Select to control how many rules (or data instances) can be open at once and shown on the Tab bar. The default is 20, the maximum allowed. When you reach this maximum, you can't open an additional form until you close another. B-19339 B-21573 See Designer Studio — Working with the Tab Bar. Changes to this value take effect the next time you log in. BUG-1420 rejected |
Delete |
Set two preferences to affect the operation of the portal
after you click the Delete toolbar button ( |
Warn |
Select to ask for confirmation for each requested Delete
( |
Remove |
Select to close a rule form or data form immediately when a Delete operation is successful. |
Save As |
Set the Auto Check-out preference to control check-out. |
Auto Check-out |
Select to automatically check out a new rule you create
with the Save As ( |
Flow Edit |
Set these preferences to affect the operation of the Flow form. |
Show GridLines |
When this option is selected, a grid appears in the background when you edit a flow in Visio. This can help you lay out the shapes in a pleasing and logical manner. |
Collapse Nav Pane |
Select to automatically hide the navigation panel when editing a flow in Visio. This allows more of the form to be visible at once. 5.3 |
Orientation |
Select |
Stencil |
Select the stencil that is the default for new flow rules you create. See Business Process Modeling Notation. Existing flow rules are not affected by this preference, even when you later update them. You can override this preference when you create a single flow rule by completing the Use Template field on the New form. See Flow rules — Completing the New Form. When editing a flow rule in Visio, you can change the current stencil using the Flow Properties panel. See Flow rules — Editing in Visio — Flow properties. |
Property Panel | These preferences control operation of property panels on Harness, Section, and Flow Action forms. |
Auto-Apply |
Select to apply changes you make to a Cell Property panel, Layout panel, or other similar panels automatically as soon as you tab from a field. When this option is selected, the panel is pinned. |
Modified |
Select:
5.4 PROJ-649 (If selected, a warning dialog appears if you close a panel without clicking Apply or Cancel.) You can't change this setting when Auto-Apply is selected. |
Set View preferences to control which Explorer tools appear in the navigation panel.
Label |
Description |
Explorer Tabs | |
Show All |
Select to cause the Designer Studio to display all available Explorers. Clear to select Explorers individually.
|
App Explorer |
Select to display the Application Explorer in the navigation panel. See About the Application Explorer. |
Used by Application |
Select to display the Used by App Explorer in the navigation panel. See About the Used by App Explorer. (Not available from the Business Analysit portal.) |
Class Explorer |
Select to display the Class Explorer in the navigation panel. See About the Class Explorer. (Not available from the Business Analysit portal.) |
Rules |
Select to cause the navigation panel to include the Rules Explorer. See About the Rules Explorer. (Not available from the Business Analysit portal.) |
Customize | |
App Explorer |
Click to review or modify Application Explorer preferences. See Setting Application Explorer preferences. |
Class Explorer |
Click to select which base classes and other top-level classes appear in the Class Explorer selection box. See Setting Class Explorer preferences. |
My Alerts Pop-up | |
System Alerts notifier |
Check to cause a small alert window to appear when your requestor session produces an alert. (The window does not interfere with processing or typing and disappears quickly; no click is required to dismiss it.) See Working with the My Alerts tool. 5.5 GRP-384 |
Display |
These controls affect the order and labeling of nodes in the Class Explorer and Application Explorer trees. These settings do not affect which rules and classes appear. |
Hierarchy |
Select: B-20030
For example:
|
Display Type |
Select how objects are identified in the Class Explorer and Application Explorer:
|
Three preference checkboxes affect the operation of specific tools.
Select a checkbox to cause the specified tool to open in a new window when you start the tool. Clear the checkbox to start the tool in a pane within the portal workspace.
Label |
Description |
Clipboard | See About the Clipboard tool |
Performance | See About the Performance tool |
Style viewer | See About the Style Viewer |
Label |
Description |
Show Pin | This preference is meaningful only if the current system is associated with a Project Management Framework 6.1+ system. Select to display the pushpin ![]() |
Set Search preferences to control the Search facility at the upper right of the Designer Studio. See Designer Studio — Using the Search facility.
Label |
Description |
Maximum number of results to display | |
Initial Results |
Regardless of the limit you set, you can access a larger set of search responses by clicking the More... link from the Search results pop-up. |
Full-Rule Results |
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Full-Data Results |
|
The system saves preferences as an instance of the Data-CESettings class.