Setting up default settings

  1. On the sidebar, select My Account > User Settings.
  2. Specify this information:
    General settings
    Specify your default settings:
    • Culture: Currently, only English language is available in the Culture field.
    • Theme
    • Variation
    • Colour
    Compact Display Mode
    Toggle this switch on to remove any extra white space between fields. The font is also made smaller. You can change this setting at any time.
    Button Tooltips
    Toggle this switch on to show tooltips when the mouse pointer is rested on a button.
    Open Options in Search Results
    Toggle this switch on to automatically display the maintenance options menu on a summary form. Using this setting takes up more screen real estate. Toggle this switch off to manually select the maintenance options menu.
    Option Badges
    Toggle this switch on to show record counts in the maintenance options menu.
    Expand Behaviour
    Specify whether all sections in a form should be opened, just the first section, or none. Forms that are divided into sections show a Show More or a Show Less field.
    Grid Row Height
    Specify the default grid row height where data is presented in a grid.
    Auto Complete Page Size
    Specify the number of matching results to be displayed when you input data such as a file location.
    Grid Page Size
    Specify the number of results to be displayed in a grid before next page is required.
    Lookup Page Size
    Specify the number of records to be displayed in a lookup list before next page is required.
    Swaplist Page Size
    Specify the number of records to be displayed when swaplist is used before next page is required.
    Sort
    Specify whether the menu is sorted alphabetically or as sequenced, which is the order that the menu is built in.
    Open on Large Device
    Specify whether the main menu is automatically opened when using a large device such as your PC monitor. Toggle this switch on to display the menu. If you toggle this switch off, the menu is not displayed and must be opened through the main menu hamburger icon.
    Sort Internal Nodes First
    Toggle this switch on to sort the menu branches (internal nodes) before any menu options.
    Using this setting takes precedence over the Sort field. The Sort setting is used for sorting within the menu branches and within the menu options.
    Enable Pathway Agent
    Toggle this switch on to use the Pathway Agent for document processing, GIS interface, and other interfacing processes.
    Note: At this stage, the Pathway Agent cannot be used on iPad mobile devices and can be disabled for iPad users.
  3. Click Save.