User Preferences

The User Preferences feature provides users with a Settings dialog to set their preferences for interface language and interface theme; default trading account; and ESP click-to-trade. Preferences are stored centrally by Transformer's Persistence Service, and are available between sessions and environments.

For developers, the User Preferences service exposes an API to set and retrieve preference values, and an API for adding new preferences to the Settings dialog. For more information, see the User Preferences API.

Contents:

Requirements

The User Preferences feature requires Transformer's Persistence Service. See Activating the Persistence Service.

The menu entry for the Settings dialog, Main Menu > Settings, is enabled by default. To hide the menu entry, set the configuration property CAPLIN.USERPREFERENCES.ENABLED in AppConfig.js to false.

The Settings dialog

The Settings dialog provides users with a central interface to manage their application preferences.

Setting preferences

Users set a preference using the following procedure:

  1. Click Main Menu > Settings
  2. Locate the preference in the Settings dialog.
    1. Click the section headings on the left of the dialog to navigate through the available preferences.
  3. Change the preference value.
  4. Click Save to apply changes, or click Cancel to discard changes.

Preferences available in the dialog

The Settings dialog arranges preferences into three default sections: General, FX Tile, and Theme.

In the tables that follow, the Section ID and Preference ID columns contain identifiers required to get and set preference values using the User Preferences API.

Section: General
Preference Section ID Preference ID Description
Default account general default-account

Sets the default trading account. When this preference is changed, the current trading account is changed to the new default with immediate effect.

Changes to this preference take effect immediately, but are not propagated to other sessions open under the same user account.

If the user's chosen default account is later removed from the user's permissions, this preference will automatically reset to the first account the user is permitted to trade against.

Language general language

Sets the interface language.

Changes to this preference take effect from the user's next login.

This preference is only displayed when two or more languages are available.

Section: FX Tile
Preference Section ID Preference ID Description
Click to trade fxtile click-type

Sets the method for executing ESP trades with FX tiles. There are three options, organised below into two groups for clarity:

  • One-click trading. Users have no opportunity to confirm or cancel the execution of each ESP trade.
    • Single click — Single-clicking an executable price executes the trade. If the user does not have the 'one-click' permission, this option is disabled.
    • Double click — Double-clicking an executable price executes the trade. If the user does not have the 'one-click' permission, this option is disabled.
  • Two-click trading. Users have an opportunity to confirm or cancel the execution of each ESP trade.
    • Two click — Single-clicking an executable price opens a confirmatory dialog that prompts the user to confirm or cancel the execution of the trade. The trade will only be executed if the user confirms within a time limit.

Changes to this preference take effect immediately, and propagate to all sessions opened under the same user account.

For more information on FX Tile permissions, see FX Tile permissioning.

Section: Theme
Preference Section ID Preference ID Description
Theme theme theme

Sets the colour scheme.

Changes to this preference take effect immediately, and propagate to all sessions opened under the same user account.

Section: Blotters
Preference Section ID Preference ID Description
Blotter export format blotters export-format

Sets the blotter export file-format. This preference has two options:

  • CSV: blotters are exported in CSV format (comma-separated values).
  • Excel: blotters are exported in XLSX format (Microsoft Excel Open XML format).

Microsoft Excel Open XML format is compatible with Excel 2007 and later.

Changes to this preference take effect immediately, and propagate to all sessions opened under the same user account.

The User Preferences API

You can use the The User Preferences API to retrieve and set preference values, and to add new preferences to the Settings dialog. For more information, see the User Preferences API.