User Settings

The User Settings dialog can be used to configure your own Capture preferences.

To configure user settings:

  1. Launch Capture.
  2. Click Settings.

  3. The User Settings dialog displays.

General tab

When you open the User settings, the General tab displays by default. The General tab has two sections: Process and Editing.

You can change the values in these sections and save your changes. Alternatively, you can revert the settings back to the default settings by clicking Restore General to defaults.

User settings general tab

Process

The following options are available:

Option Description
DX Integration

Select the DX search check box to enable the DX Search button on the Capture toolbar. The DX search function helps you find and download the most appropriate assets (such as VBOs) for the current process. See Perform a DX search

By selecting the DX Search check box, you are giving consent for your data to be sent to Blue Prism.

Editing

The following options are available:

Option Description
Mini-map

Click Reset mini-map to restore the mini-map to its default size and position.

Templates tab

The Templates tab has two main sections: Preview, Branding and Process. You can change the values in these sections and save your changes. Alternatively, you can revert the settings back to the default settings by clicking Restore Templates to defaults.

User settings Templates tab

Preview

A preview of the Process Definition Document is displayed here. As you edit the color theme and upload a company logo the preview will automatically update to display the changes you make.

Screenshot of the Preview area displaying a preview of the Process definition document.

Branding

The following options are available:

Option Description
Company logo

Allows you to upload your own company logo. See Upload a company logo.

Color theme

Allows you to customize the colors of your Process Definition Document. See Select a color theme.

Upload a Company logo

  1. Click Choose a file.

  2. Navigate to the required image and click Open.

A thumbnail image of the uploaded file displays with a confirmation that the upload was successful.

Upload company logo

  • Click Clear to remove an uploaded logo

  • Click Choose a file to replace an uploaded logo

Capture supports PNG, JPG, and JPEG file types. The recommended file size is 5 KB or larger. The recommended file type is a PNG file with a transparent background.

Select a color theme

The Color theme section has the following options for customizing your Process Definition Document (PDD):

  • Primary color – To select color for the main page, header area and table header rows, either type a hex code into the text field or click the colored box to open a color picker.

  • Secondary color – To select the color for alternate table rows, either type a hex code into the text field or click the colored box to open a color picker.

  • Text color – To select the color for the default white text in the PDD, either type a hex code into the text field or click the colored box to open a color picker.

When entering a hex code directly into the color fields, use the following format: #XXXXXX (a hash followed by 6 alpha numeric characters).

Process

The following options are available:

Option Description
Bird's eye view

Deselect the Enable bird's eye view check box to disable the bird's eye view in section 3.3 Process Steps of the exported Process Definition Document. The bird's eye view is enabled by default.

Business objects tab

You can change the values in this tab and save your changes. You can revert the settings back to the default settings by clicking Restore Business objects to defaults.

User settings Business objects tab

Business objects

The following options are available:

Option Description
Show business objects

Select the Show business objects check box to display the business object fields and Create object check box in the Step action panel. See Create business objects.

Show business objects check boxCreate object checkbox

Auto-generate business object fields

Select the Auto-generate business object fields check box to automatically populate the Create object fields for each step in new Capture processes. For every step action, the Create object check box will be automatically selected. This will not affect existing open processes.

Enable Blue Prism Application Modeller Spying

If required, you can deselect the Enable Blue Prism Application Modeller spying check box to disable the business object functionality and password censoring. For more information, see Application Modeller spying.

Clear All object and Action names

Click Clear All object and Action names to remove all information from the Create object fields each step action. Saving and closing the User settings panel places an action number above Undo on the main process screen. Click Undo to revert the action if required.

Uncheck all 'Create Object' check boxes

Click Uncheck all 'Create Object' check boxes to deselect any selected Create object check boxes for each step action. Saving and closing the User settings panel places an action number above Undo on the main process screen. Click Undo to revert the action if required.

Restore Business objects to defaults

Click Restore Business objects to defaults to revert any changes you have made to the default settings.