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Step 1

On the User task bar, click the User Actions drop-down list arrow to display a menu of user actions.
 
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Step  2

Click Preferences. The User Preferences dialog pops up.
 
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Step 3

Using the field descriptions below as a guide, change any of the User Preferences, as desired.

Step 4

Click the Submit button.

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Name

Description

Values

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Activity Monitor Automatically
Activity Monitor Automatically
Activity Monitor Automatically

Specifies whether or not the Activity Monitor automatically monitors Controller activity.

Activity Refresh Rate

Frequency that dynamic data is refreshed on the Activity Monitor.

Activity Results Per Page

Number of task instances that display on a single page of the Activity Monitor

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Activity Time Constraint
Activity Time Constraint
Activity Time Constraint

Time frame, starting with the current time, for which activity data is listed on the Activity Monitor and Task Instances list.

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Agent Task Instances Tab Time Constraint
Agent Task Instances Tab Time Constraint
Agent Task Instances Tab Time Constraint

Time frame, starting with the current time, for which instance data is listed on the Task Instances tab of a specific Agent.

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Audit Time Constraint
Audit Time Constraint
Audit Time Constraint

Time frame, starting with the current time, for which audit data is listed on the Audits list.

Boolean Column Display Format

Specifies whether Boolean columns on lists will be in Yes/No or enabled/disabled (check box) format.

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Collapse Banner

Specifies whether or not the Universal Automation Center banner displays when you log in.

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Console Error Fade Out Display

Specifies how long the Console will stay open after displaying an error message.

Console Info Fade Out Display

Specifies how long the Console will stay open after displaying an informational message.

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Console Location
Console Location
Console Location

Location of the Console that displays when you click the Console icon.

Console Open For Info

Specifies whether or not the Console will open automatically to display informational messages.

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Dashboard Force Refresh On Focus
Dashboard Force Refresh On Focus
Dashboard Force Refresh On Focus

Forces a refresh of all Widgets in a Dashboard when the Dashboard is re-focused (that is, the user tabs back to the Dashboard). Whether a Widget qualifies for a refresh depends on the configuration of the Dashboard Force Refresh On Focus Threshold user preference.
 

Warning
titleWarning

Depending on user behaviour, enabling this user preference could increase the load on Universal Controller by ultimately increasing the number of and frequency of Widget refreshes.

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Dashboard Force Refresh On Focus Threshold
Dashboard Force Refresh On Focus Threshold
Dashboard Force Refresh On Focus Threshold

If the Dashboard Force Refresh On Focus user preference is Yes, when re-focusing an already open Dashboard, each Widget in the Dashboard will be refreshed immediately if the last refresh time of the Widget exceeds this threshold (Default is 30 seconds).

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Go To Operator
Go To Operator
Go To Operator

Specifies the default operator for the Go To filter:

  • contains
  • starts with
  • equals

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History Time Constraint
History Time Constraint
History Time Constraint

Time frame, starting with the current time, for which history data is listed on the History list

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Node Time Display
Node Time Display
Node Time Display

Specifies whether to use the currently defined system default for whether or not to display the Cluster Node time in the User Task Bar, or to select Yes or No.
 

Note
titleNote

For a change in Cluster Node time visibility to take effect, you must re-login or click your browser refresh button. In either case, all unsaved changes will be lost, including any open application tabs.

Node Time Display Background Color

Specifies whether to use the currently defined system default as the background color of the Cluster Node time in the User Task Bar or select another color.

Node Time Display Color

Specifies whether to use the currently defined system default as the color of the Cluster Node time in the User Task Bar or select another color.

Node Time Display Time Zone

Specifies whether to use the currently defined system default for the cluster node time zone in the User Task Bar, or to use the time zone of the Server or User.

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Pin Tabs Automatically
Pin Tabs Automatically
Pin Tabs Automatically

Specifies whether or not to pins tabs automatically. 

  • If No (default):
    • Users must pin their own tabs.
    • Once a tab is pinned, a tab will not be replaced by a new tab being opened and will remain designated as pinned between a user's sessions.
    • Pinned tabs are identified with a pin icon displayed in the tab.
    • Tabs are pinned by DataSource; therefore, once you pin a type of tab (for example, Reports,) any time you open Reports in a tab, it will be designed as pinned.
  • If Yes:
    • All tabs will be pinned automatically, no pin icon will be displayed, and legacy tab behavior will be applied.

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Reference Picker Display Columns

Where applicable, if additional information is available for Controller records in drop-down lists, the columns of information displayed for each record:

  • 1 = Record name only.
  • 2 = Record name and type.
  • 3 = Record name, type, and ID or Description.
  • All = (Same as 3.)

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Services Recently Visited Limit
Services Recently Visited Limit
Services Recently Visited Limit

Maximum number of Services that will display in the Recently Visited column for Available Services in the user interface.

If the number of recently visited Services exceeds this number, the earliest of the recently visited Services will be dropped from the column.

Default is 10.

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Show Metadata
Show Metadata
Show Metadata

Specifies whether to use the currently defined system default for whether or not the Metadata section displays automatically in the the Details of all Controller records, or to override the system default by selecting Yes or No.

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Show Variables Fetch Global Automatically
Show Variables Fetch Global Automatically
Show Variables Fetch Global Automatically

Specifies whether to use the currently defined system default for whether or not to fetch and display Global Variables automatically for the Show Variables action, or to override the system default by selecting Yes or No.

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Tabs Pinned AutomaticallyTabs Pinned Automatically

Specifies whether or not to pins tabs automatically. 

  • Pinned tabs display throughout a Universal Controller session.
  • Unpinned tabs are replaced when a new record type is selected.

Pinned tabs are identified with a pin icon displayed in the tab.

Note
titleNote

The following tabs are pinned automatically, regardless of the value of this user preference, and they cannot be unpinned:

  • Dashboards
  • Activity
  • Server Operations

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Target Task Instances Tab Time Constraint
Target Task Instances Tab Time Constraint
Target Task Instances Tab Time Constraint

Time frame, starting with the current time, for which target task instance data is listed on the Target Task Instances tab of a Recurring Task instance.

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Task Instances Tab Time Constraint
Task Instances Tab Time Constraint
Task Instances Tab Time Constraint

Time frame, starting with the current time, for which instance data is listed on the Instances tab of a specific task.

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Task Instances Time Constraint
Task Instances Time Constraint
Task Instances Time Constraint

Time frame, starting with the current time, for which instance data is listed on the Task Instances list.

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Trigger Task Instances Time Tab Constraint
Trigger Task Instances Time Tab Constraint
Trigger Task Instances Time Tab Constraint

Time frame, starting with the current time, for which task instances display on a trigger Instances tab.

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Use Dashboard Visibility Icons
Use Dashboard Visibility Icons
Use Dashboard Visibility Icons

Specifies whether to use the currently defined system default for whether or not to include visibility indicator icons in the Dashboard tabs that display at the bottom of the Dashboards page, or to select Yes or No.

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Use Default Dashboard For Home
Use Default Dashboard For Home
Use Default Dashboard For Home

Specifies whether you want to use the currently selected default Dashboard as the Home dashboard for this user (Yes) or use the system-defined default Dashboard as the Home dashboard (No).
 

Warning
titleWarning

We strongly encourage you to maintain the system-defined default Dashboard as your Home dashboard. At login, all Widgets on the Home dashboard will be loaded. By keeping the system-defined default Dashboard, you will maintain a more consistent and optimal login process.

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User Density Theme
User Density Theme
User Interface Density

Specifies whether to use the currently defined system default for the user interface density, or to select another density.

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User Interface Theme
User Interface Theme
User Interface Theme

Specifies whether to use the currently defined system default for the user interface theme, or to select another theme.

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