Setting Your Preferences

Objective

After completing this lesson, you will be able to alter your preferences

What Are Preferences?

Many companies have multiple processors who may like to work differently. We’ve already seen how each processor can create their own queries, choose what columns are returned by their queries, and what order those columns appear. The preferences area allows each processor to shape their experience within the processor tool.

There are three different preferences that can be set:

Default Query
Allows you to choose a query from the list of queries available in the Run Query menu to be your default query. This query will automatically run each time you access the Request Processor tool, saving you a few clicks.
Rows in List
Allows you to control how many search results appear on each page. You can choose between 10, 25, and 50. Processors at larger companies with more data might want to choose a higher value.
Open Next Request in List After Workflow Change
If activated, this setting instructs the system to automatically open the next request in your queue after you take a workflow action on the current request. For example, if you have five requests pending processor review. The second request automatically opens when you have approved the first one.

Setting Your Preferences

In this example, you want the query you created in a previous lesson to be your default query, set the rows in list to be 50, and turn on the Open next request in list after workflow change settings.

Steps

  1. Open the preferences panel.

    Screenshot showing the selection of the Preferences dropdown.

    Select the Preferences dropdown.

  2. Select a default query.

    Screenshot showing the selection of the Authorization Requests over $500 query.

    Select Authorization Requests over $500 from the Default Query dropdown.

  3. Define how many rows to display.

    Screenshot showing defining 50 as the number of rows in the list to display.

    Select 50 from the Rows in list dropdown.

  4. Activate the workflow setting.

    Screenshot showing the selection of the Open next request in list after workflow change checkbox.

    Select the Open next request in list after workflow change checkbox.

Result

Screenshot showing the processor screen after the preferences were updated.

Your preferences have been set. You may need to relaunch the Request Processor tool for them to take effect.

Setting Your Preferences

Now that you've seen the steps on setting your preferences, watch the following video for a demonstration.

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