User Settings
User Settings contains a number of useful options that can allow users to customize their OneVizion® Vizion Platform experience. These settings are specific to each user and will not affect anyone else in the system.
Initially, User Settings will be determined by the System Administrator using the Users Trackor Browser. The System Administrator may also access User Settings from the User Trackor.
To access the User Settings applet click on the username in the upper-right corner of the Header.
General Info Tab
The User Settings Applet will default to the General Info Tab which contains information about how things are displayed in OneVizion for each user.
Field Name | Field Description |
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Maximize New Windows | This allows windows to always open in maximum view. The default value is No. |
User Picture | Users may add a profile picture. Users are also able to crop the images. This option is also available on the Administer Users page for the System Administrators. |
My E-Mail | Contains the email assigned to the user by the System Administrator. |
My Phone Number | Phone Number is a new static field in user data that was added to the User Settings, Admin User, and User Trackor forms. The Phone Number must be unique. If the entered number already belongs to a different user, the following message will be displayed: Phone number value can be imported with the external import function "pkg_ext_imp_user.usersLoad". Expected column name is "PHONE_NUMBER". Two new rules will be added for value validation. They have the same logic but a different rule type:
The “Format” of the phone number is controlled in the Rules mentioned above. |
Change Password |
Opens the Change Password form.
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Maximize New Windows | When 'Yes' is selected the new windows/applets will open and adjust to the size resolution of the user's monitor. |
Font Smoothing | Used to adjust the appearance of the user's font. This feature allows fonts to be sharper on high-resolution screens. |
OneVizion Language | Contains the languages (e.g., English, Label IDs, Label IDs with Text ) that are available to use, if the System Administrator has the system set up to use multiple languages. In most of our environments, there is an option for Label ID’s w/ Text that is a hack to see all the Label ID’s in the platform. |
Date Format | Contains the formats used to enter and display dates in OneVizion. This setting allows compatibility with other international date formats. |
Time Format | Contains the formats used to enter and display time in OneVizion. This setting allows compatibility with other international time formats.
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Grid Edit Mode | Contains the option of selecting a single click or double click for editing the application grid. |
Add Quote Delimiters | Used to determine how a comma-separated value (CSV) file is exported. Select from the following options: |
Reorder Tasks for CSV | Used to determine the order in which Task data is displayed in a CSV file. Select from the following options: |
Hide Start Task Dates | Used to determine whether or not a user will see the Start Task Dates when working with WorkFlows. This is useful if users are simulating Task milestones with a duration of 0 days. Select from the following options: |
Group Email Notifications | Deprecated 20.7 Used to determine whether users want to receive similar email notifications (e.g., a Site has been updated) in one email rather than many emails. Notifications will be sent together if they originate within a certain time interval. The time interval is set as a System Parameter by the System Administrator. Select from the following options: |
Thousands Separator | Allows user to select either a comma or space when displaying a number with 4 or more digits. |
Click on Photo Mode | Allows user to select download or preview when accessing a photo. |
EFile Column Compact View | Allows user to choose whether to view an image on the grid in normal or compact size. |
Show Form Numbers | Each page, applet, tab, and form has a form number located in the upper right corner within the OneVizion system. Users can choose to either display or not display. |
Autosave TB Grid Row Changes | Used to determine whether edits made to an applet with the ability to navigate (e.g., Grid Editor applet) will be saved automatically as users move forward and backward. The Auto-save feature enables the user to edit data rapidly. However, if the user wants to review edits before accepting the changes, the user might want to turn this feature off. Select from the following options: |
Grid Comments on Mouse Over | Enables users to easily view any comments attached to a field in the application grid. A cell that contains a comment will have a tiny green triangle in the upper right corner of the cell. To access the Comments window hover over the green triangle. To add the first comment to a field right-click and selecting Comments. Users can also edit and delete existing comments. |
Coordinates Mode | Choose either Decimal or Degree/Min/Sec for Mapping Coordinates. |
Choice Element In Grid | Choose “Yes/No Drop-down” or “Checkbox” |
Extract Quick Search For Clipboard | Yes wrap with double quotes every value pasted to the Quick Search from the clipboard, otherwise pasted as-is. Default value is No. |
Filter/View List Mode | Used to select Global/Local Filter/Views on top. |
Linked Values Display Mode | The "In Place" mode displays the linked values along with the original value in the "original_value / linked_value1 / linked_value2 / ..." format, and the "Hint" mode displays them in the hint for the relevant field. |
Case Sensitive Sorting | This option in User Settings allows switching between user pages (Trackor Browser, Tasks View, Mapper, EFile Browser, Tasks Overview, Tasks Summary, Workflow, and Admin WF) text value columns sorting modes. The default value is "YES" and can be changed in the new "UserDefaultCaseSensitiveSorting" program parameter. This option is supported when importing users; the source file column must be named "IS_CASE_SENSITIVE_SORTING". |
Hide Field Tab Prefix | Allows the user to hide the Trackor prefixes on Grids, Tabs, and labels. Click here for a Video tutorial on Hiding the Field Prefixes |
Main Menu - Sticky | When "Main Menu - Sticky" is enabled, the Main Menu behavior will follow the following rules:
Trackor Tree panel will function the same way as usual: it will overlap the page content and will disappear after selecting a Trackor Type. "UserDefaultMainMenuSticky" program parameter. Its value defines the setting for new users if it is not set. Click here for a Video tutorial on Using the Main Menu - Sticky feature |
Config Session | Used to determine whether or not the session will be saved as a Configured Session. Configured Sessions allow for users to differentiate any changes made during the Configured Session by allowing for a simple search in the Components Audit Log for the Config Session. Refer to the Using a Configured Session section below for more information. |
Config Session Name | Contains the name of the Configured Session. The name can be used to search for any changes made during the session in the Components Audit Log. |
Show Tip of the Day | Tip of the Day appears each time a user logs into. Checkbox to turn off/on the Tip of the Day. |
Mute New Events | Select this option to "mute" new events in the Event Notification Applet. |
Menu Application | Select the Menu Application. |
Default Page | Choose a page for the user to be taken to after login. Click here for a Video Tutorial on Setting a Default Menu Item Security Role will need to include the SHOW_DEFAULT_PAGE_SELECTOR "Read" |
Display chat State Icon in Grid | Individual users may turn this feature on in their User Settings by checking the “Display Chat Status Icon in Grid” checkbox |
Using a Configured Session
The Configured Session feature records any changes that users make to an entity (e.g., Rule, Import, Configured Field, etc.) under a specific session name that will then allow users to retrieve the activity from the Components Audit Log. To start using a Configured Session check the Config Session box in the User Settings Applet and give the Configured Session a name.
The Configured Session symbol will appear beside the Application Menu selector. To see the name of the session hover over the Configured Session symbol.
When finished making changes in a Configured Session, the user may exit the Configured Session by opening the User Settings applet and unchecking the Config Session Box. Users will be redirected back to their default Menu Application Page.
Notification Tab
The Notifications tab contains all of the Notifications available in OneVizion for a user's configuration and security settings. Notifications send users an Email Notification when certain events occur in the OneVizion system. Users may subscribe to different Notifications in order to be notified when those trigger events occur. Users may subscribe to a Notification by selecting the checkbox in the "Active?" column next to the Notification to which the user wants to subscribe.
Users have the ability to clone both local and global Notifications into a new local Notification
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