Designer Studio — Setting your preferences

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The selections in the Run process in section define the behavior that happens when you begin a new work item in the portal by selecting > Run Process in either the Designer Studio or Business Analyst portal window.

In the drop-down list, select where user forms appear:

• View — Presents the work item entry form, assignments, and other user interactions in the portal's workspace.
• Popup — Presents the work item entry form, assignments, and other user interactions in a pop-up window, closed after each submission.
• New Portal — Presents the work item entry form, assignments, and other user interactions in a separate window and separate Thread. If you select New Portal, select a portal rule to be used. The selected portal must be a portal with a User role; for example, Manager.

Optional. If you select View or Popup, choose a skin rule to use in the portal when running the process. If not blank, this skin rule overrides the skin rule identified in the portal rule, when you open, edit or preview a harness, section, or flow action, or execute a flow using Run > Process > (flow name).

If a skin is circumstanced, it will be applied during runtime if the circumstance condition is true.

Select to require a confirmation each time you click the Log off link.

Select to require a confirmation when you use the Close button () for a rule or data form that contains modified but unsaved data.

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Select to allow use of keyboard shortcuts in the portal window, such as CTRL + 0 to log off. Clear to disable these shortcuts.

Click to reset all keyboard shortcuts to the default values.

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.

Select the category that includes the command you want to view or change:

• Debug: Clipboard, PAL, Rule Inspector, System Management, Tracer
• General: Help, Logoff, Operator
• Rule: Back, Checkin/out, Close, Delete, Find, Forward, Launch, New, Preview, Refresh, Run, Save, Save As, Show XML
• UI: Show Property Panel, Cut, Copy, Paste, Delete

Define a shortcut for the selected command, by selecting or clearing checkboxes for the CTRL key, the ALT key, and a letter, digit or function key. Select at least one of the CTRL or ALT checkboxes.

Chose shortcut assignments carefully. This facility allows you to override (reassign) keyboard shortcut values that are defined by Microsoft Internet Explorer, such as CTRL+ C for Windows clipboard copy or CTRL + V for Windows clipboard paste, while using either the Designer Studio or Business Analyst portal window. Consult Microsoft Help for a complete list of built-in shortcuts.

Click Save to record your changes.

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Set these preferences to affect the appearance of open forms in the portal window.

Select to present a newly opened rule or data form with the header visible () rather than collapsed (). See Identifying parts of rule and data forms.

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. See Designer Studio — Working with the Tab Bar.

Changes to this value take effect the next time you log in.

Set two preferences to affect the operation of the portal after you click the Delete toolbar button ().

Select to ask for confirmation for each requested Delete () operation.

Select to close a rule form or data form immediately when a Delete operation is successful.

Set the Auto Check-out preference to control check-out.

Select to automatically check out a new rule you create with the Save As () toolbar operation. (Check out occurs only when both the RuleSet containing the new rule and your own Operator ID are enabled for checkout.)

Set the Orientation preference to affect the editing of flows.

Select Portrait or Landscape to control the default presentation of flows. You can override this setting for a flow in the Flow Properties panel.

Set these preferences to affect the editing of flows with Visio. These do not affect flow editing with the Process Modeler. See Flows — Editing in Visio — Flow Properties.

Select to automatically hide the navigation panel when editing a flow in Visio. This allows more of the form to be visible at once.

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.

Select the stencil that is the default for new flows you create. See Business Process Modeling Notation. Existing flows are not affected by this preference, even when you later update them.

You can override this preference when you create a single flow by completing the Use Template field on the New form. See Flows — Completing the New Form.

When editing a flow in Visio, you can change the current stencil using the Flow Properties panel. See Flows — Editing in Visio — Flow properties.

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.

Select:

• Warn Always — A warning of potential loss of your inputs occurs if you click OK without previously clicking Apply (or Cancel). You can cancel the close.
• Warn when not pinned — A warning occurs if the Cell Properties panel is not pinned to a fixed location and you click OK without previously clicking Apply (or Cancel).
• Never Warn — No warnings occur. Changes you made (if any) since last clicking Apply are lost.

(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.

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Select to cause the Designer Studio window to display all available Explorers. Clear to select Explorers individually.

Excluding Explorer tools that you never use can improve the performance of the Designer Studio.

Preference settings do not affect the visibility of the Project Explorer. The Project Explorer appears in the Designer Studio only for applications that have the Project Management feature enabled.

Select to have the Profile Explorer available in the navigation panel. See About the Profile Explorer.

Select to have the Application Explorer available in the navigation panel. See About the Application Explorer.

Select to have the Class Explorer available in the navigation panel. See About the Class Explorer. (Not applicable in the Business Analyst portal.)

Select to have the Rules Explorer available in the navigation panel. See About the Rules Explorer. (Not applicable in the Business Analyst portal.)

Select to have the My Rules explorer available in the navigation panel. See About My Rules.

Click to review or modify Application Explorer preferences. See Setting Application Explorer preferences.

Click to select which base classes and other top-level classes appear in the Class Explorer selection box. (Not applicable in the Business Analyst portal.) See Setting Class Explorer preferences.

Select this checkbox to have a small alert window 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.

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.

Select:

• Parent  — Presents subclasses to the right of the class identified in the Parent (directed inheritance) field on the Basic tab
• Pattern — Presents subclasses to the right of the class based on pattern inheritance.

For example:

• Under Parent inheritance, the class PegaSample-SimpleTask (a work type) appears as a subclass of Work-Object-. Under Pattern inheritance, the PegaSample-SimpleTask class appears as a subclass of PegaSample.
• Under Parent inheritance, the Rule-Obj-FlowAction class appears as a subclass of the Rule-HTML-Section class. Under Pattern inheritance, the Rule-Obj-FlowAction class appears as a subclass of the abstract Rule-Obj- class.

Select how objects are identified in the Class Explorer and Application Explorer:

• Name  — Presents the name (or a segment of a class name)
• Label   — Presents the Short Description text

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This preference applies and displays if there is a working connection between your current application and the Project Management Framework. This ID is used to reconcile different IDs between the application and the framework to ensure that project work appears on your Project Worklist and your development updates are tracked in the framework.

Enter your user ID in the Project Management Framework if that user ID is different than your ID in the application. Otherwise, leave it blank to default and use your application user ID.

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Select a value between 5 and 50 to limit how many initial search responses are initially displayed. A lower limit produces faster response.

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.

Select a value between 100 and 5,000 to limit how many full Rule- search responses are displayed. A lower limit produces faster response.

Select a value between 100 and 5,000 to limit how many full Data- search responses are displayed. A lower limit produces faster response.