Setting user preferences in the Windows client

Note: Many of the settings described here apply only to the Windows ("Smart") client and are not included in the web client. For information about the user preferences you can set in a web client, see Setting User Preferences in a Web Client.

You can customize many aspects of the user interface to your preferences. Among other things, you can customize:

  • The way you log on to the system
  • The fonts and colors the system uses for forms, fields, and other components, using themes
  • How forms look and behave in Design Mode
  • Whether and how the diagnostics tools work
  • Whether the tool bar displays
  • How often the system should check for new messages in your Inbox form
  • Whether the system should notify you of new messages and if so, how
  • How unread messages should be displayed in the grid (top) view of the Inbox form
  • How forms and form components are displayed by default

For details about the settings options, see these topics:

  • Runtime and Layout settings: These are the settings that control how the system looks and behaves when you are using it in normal day-to-day operations. For most, these are the only options you need be concerned with.
  • Design Time settings: These are settings that control aspects of how forms look and behave when you are in Design Mode. You need these only if you are actively involved with creating or modifying forms in the system.
  • Diagnostics settings: These are settings that control how the system works when you are trying to diagnose problems and bugs while designing and modifying forms. You need these only if you are actively involved with creating and modifying forms in the system.
  • Event System settings: These are settings that control how often the system checks for new messages in your Inbox,whether and how you are notified of new messages, and how the system displays unread messages in the Inbox. There are also settings that determine how you interact with certain Application Event System forms.
  • Form Metrics settings: These are settings that control how forms and their components are rendered by default.