• Settings
  • Accessing the Settings Page
  • Project Settings
    • Basic Settings
    • Cleanup
      • Setting the Cleanup Schedule and Data Retention
    • Tag Defaults
    • Certificates
    • User Management
    • User Interface
    • Plugin Settings

Settings

Settings options in the Project Console's Control panel allow you to make changes to the way your project functions, such as

• Change the basic settings of your project

• Add project cleanup schedule

• Add standard tag groups and system tag groups

• Add certificates to verify if Smart Flows can trust them. Also, you can import the certificates by testing URLs

• Schedule for automatic user synchronization

• Update success message timeout

• Define the date and time formatting for the project.

• Change plug-in setting

Project Settings

The Settings page is divided into the following sections.

Basic Settings

Basic settings contain the project settings details such as project name, description, time zone, language, flow priority, landing page, document previewing options, Portal 3 templates, and so on.

Basic Settings Functions

Field	Description
Name	Displays the project's name visible on the Project Console's home screen. This field is editable. you can change the name of your project.
Description	(Optional) Displays the description of the project.
Time Zone	(Optional) Defines the default time zone when using date/time in a flow.
System language	(Optional) Defines the language for the user interface. The dropdown menu displays the following options: English français (French) Nederlands (Dutch)
Default flow priority Defines the default priority assigned when flows start. The lowest priority value is 0, and the highest value is 9. If you have not set any value, the default value is 4.	Defines the default priority assigned when flows start. The lowest priority value is 0, and the highest value is 9. If you have not set any value, the default value is 4.
Default landing page	Displays the default landing page for accessing Smart Flows, either Project Console or Flow Execution Panel. Parameter Description Project Console You can go directly to the Project Console by adding "/project". Flow Execution Panel You can go directly to the Flow Execution Panel by adding "/client".
Flow test runs & previewing documents do not add to the document volume. A watermark will be applied to all generated documents.	If checked, a watermark will be applied to documents generated in a test run and to documents generated by Template Builder. Documents generated this way will not count in your document volume.
Import and reuse legacy Portal v3 templates connected to a Microsoft Dynamics 365/CRM data provider. This will add the "Data Provider" data set type.	If you have templates developed using Template Designer, hosted on Portal 3, and executed using the legacy document output for Microsoft Dynamics 365 CE. You can execute these templates in Smart Flows. To leverage the existing Data Providers, enable this setting to access that type of Data Set in Smart Flows.
Additional valid URLs for CORS preflight checks (space separated)	Displays a list of additional valid URLs for CORS preflight checks. For more details, please refer to Manually Allowlist a URL.

Cleanup

We recommend cleaning to prevent the project from gathering data that is no longer in use over time. For instance, you may want yesterday's faulty flow information, but you no longer need the information about a flow from two years ago. The best practice that users can follow is scheduling monthly cleanup.

Cleanup Scheduling

You can schedule Cleanup via three categories: Finished runs, Unfinished runs, and Other. Please refer to the table below for details.

Schedule	Description
Finished runs	Use Finished runs to schedule cleanup to remove data for completed flows.
Unfinished runs	Use Unfinished runs to schedule cleanup to remove data for flows in the waiting stage or for flows that do not complete.
Other	Use Other cleanup schedules to remove documents generated using an API call to the documents endpoint (api/v1/Documents).

Setting the Cleanup Schedule and Data Retention

You can configure the cleanup schedule and set the duration for data retention.

Setting the cleanup run for a single time

1.

In the Project Console, select the Control panel button.

The Control panel displays.

2.

Select the Settings button.

The Project settings page displays.

3.

Select the Cleanup button.

The Cleanup page displays.

4.

In Every field, select the Month.

4.1.

Select the Day and Time to schedule your cleanup every year.

You can schedule the cleanup for short-term and long-term for the finished flows depending on your preference—for instance, every month on the first day at 3:00.

Settings the clean-up to run multiple times per occurrence

4.2.

In the Cleanup page, select Ctrl or Shift to select multiple values.

You can select multiple values to schedule your cleanup for every Day, Week, Month, and Year—for instance, schedule cleanup daily at 4:10, 4:20, 8:10, and 8:20.

Setting data age retention

When a cleanup check happens, it removes all data older than a certain age. You can set your flow run's maximum data retention period per status. You can specify the age to retain the data and documents generated by the flow run.

By default, we set all finished runs to clean up if they're older than 90 days.

Tag Defaults

You can automatically assign tags when you create a new flow using the Tag defaults settings. All the selected tags apply to new flows.You can automatically assign tags when you create a new flow using the Tag defaults settings. All the selected tags apply to new flows.

Setting Default Tag Behavior

You can change which tags are applied to a new flow by default in Control Panel.

1.

In the Project Console Control Panel, select the Settings button.

2.

In the left-hand navigation, select Tag defaults.

3.

Search and select any tags you wish to apply to flows by default.

4.

Select the Save changes button.

Certificates

In some cases, Smart Flows doesn't trust an external resource due to an invalid, self-signed, and expired web certificate. Network calls done by the Smart Flows server to such a domain will fail. To address this, we created Certificates within Smart Flows to allow an administrator to explicitly allow certain domains.

The Certificates tab displays a list of trusted certificates. In the List view, you can Add, Test, View, Download, or Delete a Certificate in Smart Flows.

Testing a certificate

Testing a certificate allows you to input a URL to see if Smart Flows trusts it by default. If Smart Flows does not trust the URL, you can then add a certificate for that domain via download or import.

1.

Select the Test button.

The Test a certificate by URL dialog displays.

2.

Enter the URL of the site you want to test.

3.

Select the Test button.

A confirmation message "The url is trusted" displays for a valid URL.

An error message "The url is not trusted" displays for an invalid URL.

For each certificate, you can download the certificate file by clicking  or directly import the certificate by clicking .

Adding a Certificate

1.

In the Project Console Control Panel, select the Settings button.

2.

In the left-hand navigation, select Certificates.

The Certificates List view displays.

3.

Select the +Add button.

The Add certificates dialog displays.

4.

In the Name field, enter the name for the certificate.

5.

(Optional) In the Description field, enter the description for the certificates.

6.

In the Certificate file field, browse for the certificate file. For example, MyCertificate.pfx file.

The Smart Flows supports .pfx and .cer files for certification.

7.

Select the Add button.

You can see the certificate in the List view.

User Management

Suppose you're using a connector to synchronize your users (typical with any CRM system Smart Flows can connect with). In that case, you can activate automatic user synchronization and configure individual user authentication settings. For more details, please refer to Users.

Steps for Managing Users

1.

In the Project Console Control Panel, select the Settings button.

2.

In the left-hand navigation, select User management.

The User management view displays.

3.

Select the Enable automatic user syncing checkbox.

4.

Set the Syncing schedule time using per hour(s).

5.

Select the checkbox Notify users when their authentications expire.

6.

Set the Notification schedule for n number of days.

User Interface

User Interface Functions

The User interface tab allows the user to configure settings that affect the user interface.

Field	Description
Success message timeout	The success message notification appears in green. You can set the time in milliseconds (ms) to display the message on the screen.
Date and time format	You can specify backup settings using the User interface tab if you've not defined the date and time format. You can also define the date and time format by clicking the user in the top-right navigation and setting the date under User settings.
Clear view cache	Restores the lists and data set views to their default state. You can use this button when you make some changes in CRM Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service. and expect new results or when you want to clear the cached data in the server memory.
Show a message when something was successfully created, updated or deleted	If selected, a success message displays if something is created, updated, or deleted. By default, this checkbox is not selected and the success message does not display.

Plugin Settings

Plugin settings allow you to configure settings related to plugins. Only plugins for which you have a license display on this tab.

Plugin Settings Functions

Dynamic field	Description
Folder structure entity for Microsoft SharePoint document locations path pattern (pick by example)	Define the folder structure of document locations path for Microsoft SharePoint.

Sugar field	Description
Use fields of type "relate" as N:1 relations	By default, relate field is visible as regular field in the data set builder. You can use the checkbox to change the behavior and move the fields to the N:1 relations.
Use fields of type "flex relate" as N:1 relations	By default, flex relate field is visible as regular field in the data set builder. You can use the checkbox to change the behavior and move the fields to the N:1 relations.