Managing Users, Roles, and Groups → About Preferences → 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
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: The Spell Check feature
is only available in the
SBM User Workspace and only for
legacy (non-modern) themes. Spell check is not available if HTML5 features have
been enabled for your system. In this case, the native browser spell check
feature can be used to verify spelling for most text-entry fields. Note that
Internet Explorer 9 (IE9) users may need to first download and enable a
spell-check plug-in.
Spell check is also 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 |
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