The General Preferences section lets administrators configure organization-wide UI, workflow, and user experience settings. These settings control task behavior, dashboard layout, menu placement, and date and time formats are applied across the platform.
To access Preferences, go to Admin Menu → Preferences → General.
The following settings are available under General Preferences.
¶ 1. Task Completion Redirection
This setting determines where users are redirected after completing a task. The available options are listed below:
- Dialog Popup: Shows a confirmation dialog after task completion.
- Dashboard: Redirects the user to the dashboard.
- Next Task: Automatically opens the next available task.
- View Data: Opens the record that was submitted or updated.
¶ 2. Toast Notification for Task
This setting, when enabled, shows a notification card when a new task is assigned. The notification details are listed below:
- Task title: Displays the title of the assigned task.
- Sender details: Shows who assigned the task.
- Workspace reference: Indicates the workspace where the task was created.
- Notification preview: Displays a brief preview of the task card.
¶ 3. Dashboard Preview
This setting determines how dashboards are displayed on the home screen. Users can view multiple dashboards instead of a single default dashboard. Available views are listed below:
- Standard View
- Tabs View
¶ 3.1. Allow User Control
This setting allows users to switch between Standard View and Tabs View on the home screen.
¶ 4. Layout and Appearance
These settings control the visual style of UI elements and the position of the user navigation menu across the platform.
¶ 4.1. Element Control Style
This setting determines the visual style applied to data entry fields. Available options are:
- Material: Applies Material design styling to form fields.
- Bootstrap: Applies Bootstrap-based styling to form fields.
¶ 4.2. Read-only Fields Style
This setting controls how read-only fields are displayed. Available options are:
- With Border: Displays read-only fields with a visible border.
- Without Border: Displays read-only fields without a border.
¶ 4.3. User Menu Position
This setting determines where the main user navigation menu appears. Available options are:
- Left: Displays the menu on the left side of the screen.
- Top: Displays the menu at the top of the screen.
¶ 4.4. Allow User Control
This setting allows users to change the menu position.
¶ 5. Mobile Menu Style
This setting determines how the menu is displayed in the mobile app. The available menu styles are listed below:
- Standard: Displays the menu as a list.
- Iconic: Displays the menu as a grid of icons.
¶ 5.1. Allow User Control
This setting allows users to switch between Standard and Iconic menu styles in the mobile app.
¶ 6. Date and Time Settings
These settings determine how date and time values are displayed across the platform. The available options are listed below:
- Time Zone: Applies to all date and time fields, scheduled emails, and SMS notifications.
- Date Format: Determines the default date format displayed to users.
- Time Format: Determines whether time is displayed in a 12-hour or 24-hour format.
- Duration Format: Determines how duration values are displayed. Available duration formats:
HH:MM:SSHH Hrs MM Mins SS Sec
¶ 7. Default Records Per Page
This setting determines how many records are displayed per page. The available options are listed below:
- List screens: Sets the number of records shown on list pages.
- Reports: Sets the number of records shown in reports.
- In-app grid controls: Sets the number of records shown in app grids.
¶ 8. Drop Down Behavior
This setting determines how selected values are displayed in dropdown fields. The available display options are listed below:
- Chips: Displays selected values as individual labeled chips.
- Comma-separated: Displays selected values in a single line, separated by commas.
¶ 9. User Registration
This setting determines whether users can sign up from the organization login page. When enabled, a Sign-Up option appears on the login screen.
¶ 10. Auto Verify User Contact Details
This setting determines whether user contact details are automatically verified. When enabled, user mobile numbers are verified for the following:
- System notifications.
- Workflow-related SMS alerts.
- App-specific communication.
¶ 11. Restrict User Profile Edit
This setting determines whether users can edit their own profile information. When enabled, users are prevented from modifying their profile details.
¶ 12. View Custom User Field(s)
This setting determines whether custom fields are visible on the user profile page. When enabled, users can view the selected custom profile fields.
¶ 13. Enable RTL (Right-to-Left)
This setting determines whether the interface is displayed in Right-to-Left (RTL) alignment for new users. When enabled, newly created users see the interface in RTL layout. Commonly used for languages such as Arabic or Hebrew.
Note
By default, all users see the standard Left-to-Right (LTR) layout unless RTL is manually activated.
¶ 14. Enable Captcha
This setting determines whether captcha verification is enabled on the login page. When enabled, captcha is applied during login to prevent the following:
- Automated login attempts.
- Bot-triggered attacks.
- Unauthorized access attempts.
¶ 15. Enable Comments
This setting determines whether comments are enabled in apps. When enabled, comments can be configured at one of the following levels:
- Organization: Enables comments across all apps in the organization.
- Workspace: Enables comments only within the selected workspace.
¶ 16. Show/Hide Others in Gender
This setting determines whether the Others option is available in gender selection fields. When enabled, the Others option is visible and selectable in gender fields.
