User Settings
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, as described below. You can revert the settings back to the default values by clicking Restore General to defaults.
Process
The following options are available:
Option | Description |
---|---|
DX Integration |
Select the DX search check box to enable the DX Search button on the |
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 three main sections: Preview, Branding, and Process. You can change the values in these sections, as described below. You can revert the settings back to the default values by clicking Restore Templates to defaults.
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.
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 the front cover, headers, and tables in your Process Definition Document. See Select a color theme. |
Upload a Company logo
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Click Choose a file.
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Navigate to the required image and click Open.
A thumbnail image of the uploaded file displays with a confirmation that the upload was successful.
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Click Clear to remove an uploaded logo
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Click Choose a file to replace an uploaded logo
Select a color theme
This section has the following options for customizing your Process Definition Document (PDD):
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Primary color – To select the color for the front cover, 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.
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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.
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Text color – To select the color for the default white text on the front cover and in table headings, either type a hex code into the text field, or click the colored box to open a color picker.
Process
The following options are available:
Bird's eye view
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 these sections, as described below. You can revert the settings back to the default values by clicking Restore Business objects to defaults.
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. |
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 values. |
Export tab
You can change the values in these sections, as described below. You can revert the settings back to the default values by clicking Restore Export to defaults.
PDF process map
The following options are available:
Option | Description |
---|---|
Split branches into individual pages in PDF on export |
Displays one branch on each page of the PDF process map export. The full process map is displayed on the first page. |
Collapse groups on export |
Only displays the first two screenshots for each group in the PDF process map. The total number of steps in each collapsed group is displayed under the collapsed‑group screenshots. |