Setting Display Options

The Display tab enables you to set display features in the SBM User Workspace. You must have privileges to view and set display options.

Display Options

Note: The Subtasks, Attachments, and Version Control History options control the display of the corresponding sections in the Item Details pane. For custom forms (labeled as ), these sections appear only if your administrator has included them on the forms.

• 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.

• Subtasks

  Select this check box to show subtasks for primary items in the Item Details pane. The Subtasks section appears only if you have the privileges to view subtasks and if an item is a subtask of another item or has one or more subtasks associated with it.

• 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 you 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.

• Show Confirmation Alerts when exiting forms

  Select this check box to show options when you cancel or navigate away from a transition form. You can choose to leave the page without saving data or stay on the page so you can save your data.

• Attachments

  Select this check box to show attachments made to an item in the Item Details pane. Attachments can be images and files, URLs, and links to other items.

• Show Launch Page

  Select this check box to open the Task page when you log in to the SBM User Workspace or select any application tab. Clear this check box to open the home page report specified for each application. By default, the Task page is the home page for new users.

• Restore Saved Form Data
  Select the desired option to determine if forms are repopulated with the data from the last time that you cancelled out of the form:

  • Always - This option will always restore the data in the previous form. You will not be prompted to restore the data.
  • Never - This option will always open forms without any data that you may have entered previously. This option does not affect default values that your administrator may have set for the fields.
  • Prompt - This option will prompt you when you reopen the form, asking if you want the data restored.

  This feature is not available in the following situations:

  • If you visit a URL outside of the SBM User Workspace before completing the submit, update, or transition.

  • If you provide data on a form, and then open your user profile and save changes to your profile.

  • If you select a different transition button when you return to the form. For example, if you click the Update button, add new data to the form, leave the form, return to the item, and then click Assign, the cached data is not restored.

  • If you start to submit an item into one project or auxiliary table and open a submit in a different project or table.

  • If you click the browser's refresh or reload button before completing the submit, update, or transition.

• 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. You may improve system performance by clearing the Auto Folder Items check box.

  Note: This option is available only if your administrator has enabled it.
• 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. You 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.)

• Use Accessible Interface

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

• Items Per Page
  This option determines the maximum number of items that appear per page in the SBM User Workspace, and in search results, report results, and the Notifications view in Work Center. Note that displaying a large number of items could impact performance.

  Note: The maximum number of items allowed per page is determined by your administrator.
• 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 and the Advanced Lookup Tool in the SBM User Workspace, and the Relational Field Value Lookup form in Work Center and the SBM User Workspace. This option also sets the default choice for the Active/Inactive field in the Manage Data feature. You can choose to view inactive items, active items, or all items. You can change the default selection as needed.

Application Tab Ordering

• Application Tab Ordering

  Order Application tabs on the Application toolbar. To change the order, select an application, and then click the up or down arrow button.

• Tabs to display

  Control the number of Application tabs that appear on the Application toolbar. Applications that exceed this limit appear in a list on the More tab.

• Preferred Application

  Determines which application appears when you launch the SBM User Workspace. If a different application is specified first in the Application Tab Ordering list, the Preferred Application value is used.

Editable Grid Options

• Show Focus Helper
  Select this check box to enable focus helpers for keyboard navigation in the Editable Grid. Refer to the Flex keyboard navigation hints on the Adobe Support website for more information.

  Note: Show Focus Helper replaced the Show Keyboard Helpers option in previous releases of SBM.
• Confirm Quick Transitions

  Select this option to force a confirmation when you select to perform a quick transition on an editable grid report. The quick transitions are denoted with (Quick).

• Default to 'All Transitions' Mode

  Select this check box to open editable grid reports in the All transitions edit mode instead of the Update only mode when you select Edit Mode.