An overview of Preferences (General)
To get an idea of all the preferences that you can set for your organization, refer to the image below.
Task Completion Redirection
You can choose one of four alternatives (Dialog Popup, Dashboard, Next Task, View Data) for the page to which you wish to be forwarded after completing a task from the tasks page.
Element Control Style
Fields where you enter data can be customized by defining their shape.
Refer to the images below to get a better understanding.
You can see horizontal lines.
You will see boxes.
Read-only Fields Style
Manage the experience of read-only fields either to be bordered & shady or borderless-white.
Bordered & shady experience
User Menu Position
Depending on your organization's needs, you can choose to shift the user menu (left menu) from its default position (left) to the top of the dashboard. This will inevitably supply you with more area for the dashboard, which can sometimes fit the bill.
This is to set a timezone for your organization. All the date and time fields across the platform will follow it and the Emails, SMS which are scheduled to send on weekly, monthly, and daily will follow the same timezone.
You can select the format of the date which will fit your organization.
You can select the format of the time which will fit your organization.
Time can be recorded in Hours, Minutes, and seconds with the Duration sub-category within the Date form field. Administrators have the option of selecting either the "HH:MM:SS" or "HH Hrs MM Mins SS Sec" format.
Default Records Per Page
You can pre-define the number of records per page for any Grid (list screen, reports, In-app grid control) at the Organization level.
Turning this on will allow users to sign up from your organization login page if they do not have login credentials.
The signup option would display on the top-right corner on the login page, as shown below.
Turning this on will enable RTL for newly created users in your organization.
What is RTL?
By default users will see the LTR alignment. This feature allows the users to experience the platform in an enhanced way where every element aligns from ‘Right-to-Left’ on the screen when RTL is activated. By default, users will be able to see the ‘Left-to-Right’ alignment of the element fields on the screen.
Admins can now safeguard their organization's sensitive information from potential threats by implementing Captcha.
Organizations now have the option to disable the comments feature in their apps if user collaboration is deemed unnecessary.