User Preferences

In this article:

• What are User Preferences?

• What User Preferences are available?

• Managing User Preferences

• The Preference Tree

• Preference Node Activation Conditions

What are User Preferences?

User Preferences are user-configurable parameters that allow each individual user to have a customised experience of the Arnie web site. Preferences can be configured for groups of users by superadmins, which can then be overridden by users to fit their specific preferences.

User Preferences are available both as global default preferences across all pages, as well as page-specific overrides.

What User Preferences are available?

1. Datatable Filter visibility - Switch between hiding or showing the filters available on the top row of datatables.

2. Datatable Complex Filter mode - Switch between simple and complex datatable filters; some filter types, such as date or currency, have a simple mode to filter on values similar to a given value, and a complex operation mode to filter values between up to two provided bounds.

3. Datatable Column ordering - Reorder the columns in a specific datatable by clicking and dragging the column header.

4. Datatable Column visibility - Hides or shows specific columns of a datatable by using the column toggler.

Managing User Preferences

Superadmins are able to edit the Preference Tree. The Preference Tree allows groups of users to have the same default preferences to streamline their common workflows. These preferences are applied left to right, taking the topmost passing preference node until no further options are available, at which point the users individual preferences are applied. This means that later preferences take priority over earlier ones.

Each Preference Node has its own global and page-specific preferences which can be changed through the following steps:

1. Navigate to Change Preferences page
2. Select the Preference Node you wish to update on the Preferences Tree
3. Change any global parameters on the below datatable
4. Navigate to other pages and change preferences there as needed
5. Return to Change Preferences page
6. Click the Save button

The Preference Tree

1. Arnie default preferences that apply to everyone, these are available only to view, not to edit.
2. Insurers have a root preference node they are able to view and modify, but not delete, or change activation conditions.
3. Further dynamic preference nodes can be fully edited, including being deleted or changing activation conditions.
4. Preference nodes can also be created for more fine-grained control.
5. User Preferences will appear in the tree at the point the current logged-in user has them be applied. In the image below, this means the user is both an assessor and a superadmin.
6. User Preference Node actions allow editing or removal of the preference node itself, clearing of any saved user preferences, and resetting or saving any unsaved preference changes.

Preference Node Activation Conditions

Preference nodes are only applied to users if they are the first to have their activation conditions satisfied in the children of the previously satisfied node. The order children are checked is controlled by the priority attribute, and is represented visually on the Preference Tree as higher nodes being tested first.

An activation condition consists of a condition, operator, and value.

1. Condition is the queried value of the user, such as the roles they possess.
2. The Operator can be inverted to activate only when the activation conditions fail.
3. Operator is the operation performed between the Condition and Value, such as 'contains all'.
4. Value(s) are the values tested against, which can be a single value, or a list of values such as 'superadmin' and 'assessor'
5. Priority controls how early a Preference Node is tested in relation to its siblings, with higher priority nodes being tested first.

This below example of a Preference Node's Activation Conditions will mean that the Preference Node only applies to users who have both the 'superadmin' and 'assessor' roles.