Customizing your personal settings

Updated in 2022.2

Your personal settings control how you view records in the Web App. In addition, this is where you can change your password.

To access your personal settings, click your user name on the right top corner and then click Settings.

Settings page

• Number of rows per page - sets the maximum number of rows on a page. For details, see Limiting the number of rows per page below.

• Always prepopulate object selection dialogs with data - controls whether to show selection Select object from list dialogs prepopulated with data or display them empty. Empty selection dialogs are reasonable when your network connection is slower and the number of records to display is large. For details, see Show empty selection dialogs below.

• For optimal performance, limit the number of records to retrieve to - sets the maximum number of records that data views can contain without affecting the performance. When a view contains more records, Alloy Navigator Express retrieves only the maximum possible number of records and shows a warning message. For details, see Change the limit of records to retrieve below.

• Refresh views automatically every - enables the auto-refresh and sets the refresh frequency in minutes. For details, see Setting up automatic data refresh below.

• Open records in new tab/window - specifies whether to open any object record in a new browser tab or window, depending on your web browser's settings. For details, see Managing object windows behavior below.

• Save - saves the changes made to the settings above.

• Change Password - allows you to change your password. For details, see Changing password below.

Customizing view options

Use the View options section to specify how to view records. Here you can set the number of rows per page, control whether to prepopulate selection dialogs with data, change the limit of records to retrieve, enable or disable the auto-refresh and specify the refresh frequency, and configure how to open object records.

• Limiting the number of rows per page

  1. Under Grid Options, enter the maximum number of rows in the Number of rows per page field.

  2. Click Save.

• Show empty selection dialogs

  1. To show empty selection dialogs, clear the Always prepopulate object selection dialogs with data check box.

     To view records in such an empty Select object from list dialog, you will need to first enter your search criteria and then click Search.

  2. To display selection dialogs populated with records, select the Always prepopulate object selection dialogs with data check box.

  3. Click Save.

• Change the limit of records to retrieve

  All Alloy Navigator Express records are stored in the database and retrieved when necessary. For optimal performance, Alloy Navigator Express limits the umber of records to retrieve.

  The default limit is 1000 records per data view. You can increase or decrease the default limit, but you cannot remove the limitation.

  1. In the For optimal performance, limit the number of records to retrieve to field, enter the critical number of records in a grid. For ways to improve the performance, see Improving view performance.

  2. Click Save.

  IMPORTANT: When your view exceeds the limit, the retrieved records may be not the ones you expect to see. To control this issue, we recommend that you define a sort order by applying the Advanced Filter

• Setting up automatic data refresh

  1. Click your user name on the right top corner and then click Settings. The Settings page opens.

  2. Under Grid Options, select the Refresh views automatically every check box and enter the number of minutes that you want.

     To disable automatic data refresh, clear the check box.

  3. Click Save.

  Related Information:

  Refreshing data

• Managing object windows behavior

  When you double-click a grid record, the record details appear. You can control whether to open object records in a new window (a new browser tab) or not.

  1. Click your user name on the right top corner and then click Settings. The Settings page opens.

  2. Under Grid Options section, select or clear the Open records in new tab/window check box, correspondingly.

  3. Click Save.

Changing password

If you use an account with Standard Authentication, i.e. type your user name and password to sign in to Alloy Navigator Express, you can change your password here.

To change your password:

1. Open the Settings window and click the Change Password button. The Change Password window opens.

2. Type your current password in the Old Password field.

3. Type a new password in the New Password field and retype it in the Confirm New Password field, then click OK.

4. Click Save.

Related Information:

Refreshing data