Display Preferences

Use the Display page to set preferences for the number of items returned for search and report results, the accessible interface, and more.

If you are modifying multiple accounts, click Compare to view the different settings for each account. For guidance, refer to Comparing and Changing User and Group Accounts.

Option Description Applies To
Auto Folder Items
Select this check box to automatically place links to items in the system favorites folders, which include the Inbox, Submitted Items, Transitioned Items, and Updated Items folders. Clearing this check box does not remove links to items already contained in the folders but prevents new item links from being created. Users may improve system performance by clearing the Auto Folder Items check box.
Note: This option is only available if the Allow Auto Folder Items check box has been selected on the Database tab of the Settings dialog box in SBM System Administrator.
SBM User Workspace
Version Control History

Select this check box to show version control history associated with primary items in the Item Details pane. This option applies to primary items that use a version control integration, such as SourceBridge or VersionBridge. Users can view the names of the files associated with an item, the date and time in which files were checked in and out, the process app user who performed the action or file association, and the associated comment. Depending on the version control tool, the file revision number may also be listed. (On-premise customers only.)

SBM User Workspace
Auto Requery

Select this check box to automatically update results for Listing report, including those viewed in the Editable Grid, or items in Knowledge Base folders (on-premise). This option applies when you update an item so that it no longer fits the criteria of the report, and then select Back to Results. For example, if the report lists active items, and you close one of the items in the report, the results lists is updated automatically when you return to it. If this option is not selected, the report list is not updated; instead the results will remain the same as when originally run. To manually refresh results, click the Requery link or rerun the report.   For Knowledge Base folders, the update occurs when an item is added or removed from a folder.

SBM User Workspace
Use Accessible Interface

This option condenses SBM features into a text-rich, vertical format. The Accessible interface is appropriate for handheld device users and users who rely on assistive technologies.

SBM User Workspace
Items Per Page
This option determines the maximum number of items that appear per page. Note that displaying a large number of items could impact performance.
Note: The Items Per Page setting on the Settings - Display tab in SBM System Administrator controls the maximum number of items users can display on each page in the SBM User Workspace. Users can specify a lower number of items, but they cannot exceed the number of items allowed by the system.
Serena Work Center and SBM User Workspace
Advanced Lookup Defaults

This option sets the default menu choice for the Active/Inactive field on certain search features, such as the Advanced Search page, the the Advanced Lookup Tool, and the Relational Field Value Lookup form in the SBM User Workspace. This option also sets the default choice for the Active/Inactive field in the Auxiliary Data feature. Users can choose to view inactive items, active items, or all items. Users can change the default selection as needed.

SBM User Workspace

Deprecated Settings

Note: The preferences will be removed from Application Administrator in a future release. These options will still be available to end users, however.
Option Description Applies To
Single Frame View

Select this check box to display the Item List pane in a single frame for report results, search results, and folder contents. When users click an item link, the Item Details pane opens and replaces the Item List pane. If this option is not selected, both panes appear in a two-frame view, with the Item List pane appearing on top and the Item Details pane on the bottom. This option is selected by default for new user accounts.

SBM User Workspace
Auto Spell Check
Select this check box to automatically check spelling for Text fields in the SBM User Workspace. The system checks spelling in forms, note attachments, and e-mail titles when users exit a form or dialog box. Users may improve system performance by clearing the Auto Spell Check check box.
Note: Auto spell check is not available with modern themes. For legacy themes, enable this option by selecting the Allow Auto Spell Check option on the Database tab of the Settings dialog box in SBM System Administrator. Also, the Spell Check feature is not available if the default locale for the SBM Application Engine is set to Japanese. If the default locale has not been set, then the Spell Check feature is not available if the SBM Application Engine is installed on a Japanese operating system.
SBM User Workspace/ legacy (non-modern) themes only
Top View

Display state change history information at the top of the Item Details pane on quick forms.

Serena Work Center and SBM User Workspace
Bottom View

Display state change history information at the bottom of the Item Details pane on quick forms.

Serena Work Center and SBM User Workspace