Knowledge Base - Smart Flows

Settings

Project Settings

Project settings control how your Smart Flows project works as a whole. Unlike flow or template settings, which apply to a single item, project settings apply to every flow, user, and connector in the project.

Settings Tab

What you configure

Basic settings

Project name and description, project defaults, flow and document behavior, compatibility options, and additional CORS origins.

Cleanup

When old flow runs and documents are removed.

Tag defaults

The tags applied to every new flow.

Certificates

The certificates that Smart Flows trusts for outgoing connections.

User management

User synchronization, authentication expiry notifications, deleted users, role updates on login, and the welcome message.

User interface

Success messages, the project date and time format, and the view cache.

Plugin settings

Settings provided by plugins, such as the OAuth flow. Displayed only when at least one plugin in the project provides settings.

Support tools

Troubleshooting tools. Displayed only when Enable support tools is selected in Basic settings.

Permissions

Only users with the Smart Flows Administrator role can view and change project settings. Because the settings affect all users of the project, we recommend reviewing a change carefully before you save it.

Accessing the Settings Page

  1. In the Project Console, select Control panel > Settings.

  2. Select a tab in the left-hand navigation.

  3. Make your changes, and then select Save changes.

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The Settings page is divided into the following sections. Select a tab name below to learn about its settings and how to configure them: