# Global Settings

> This task requires the **YouDesign Admin** (`x_inpi_yd.admin`) role.

Global Settings are application-wide configurations stored in the standard ServiceNow `sys_properties` table, all scoped to **Application = YouDesign Models**. They control default behavior and appearance for every user in the organization.

Individual users can override a subset of these via their own user preferences — see [User Preferences (end-user)](/models/work-in-the-app/user-preferences.md).

## Overview

YouDesign Models Global Settings cover four broad areas:

1. **Application state & version tracking** — what's installed and what's been updated
2. **Appearance and layout defaults** — fonts, colors, panel widths
3. **Feature toggles and governance rules** — sharing roles, forbidden words, approval locks
4. **Default user preferences** — shipped defaults for user-configurable settings

Some of these appear in a categorized admin UI; others are edited via the raw `sys_properties` editor.

## Accessing Global Settings

In the ServiceNow navigator:

1. Open the **YouDesign Models** application menu
2. Expand **Configuration**
3. Click **Global Settings**

For settings not exposed in the categorized UI (the `ai_config` JSON, the `_last_updated` timestamps), edit the raw `sys_properties` record directly.

## Global Settings Reference

### Application State

| Setting                                        | Default / Example | Type   | Description                                                                             |
| ---------------------------------------------- | ----------------- | ------ | --------------------------------------------------------------------------------------- |
| `x_inpi_yd.gl.appversion`                      | `v26.0`           | string | Current installed YouDesign Models version                                              |
| `x_inpi_yd.gl.rti_last_updated`                | timestamp         | string | RTI last-updated timestamp. **Do not update manually** — maintained by the application. |
| `x_inpi_yd.gl.rti_shape_last_updated`          | timestamp         | string | RTI Shape last-updated. **Do not update manually** — maintained by the application.     |
| `x_inpi_yd.gl.shape_last_updated`              | timestamp         | string | Shape table last-updated. **Do not update manually.**                                   |
| `x_inpi_yd.gl.shape_relationship_last_updated` | timestamp         | string | Shape Relationship last-updated. **Do not update manually.**                            |
| `x_inpi_yd.gl.visualization_last_updated`      | timestamp         | string | Visualization last-updated. **Do not update manually.**                                 |

> ⚠️ The `_last_updated` properties are maintained by the application. Manual edits can cause application issues and are not supported.

### Board Governance

| Setting                             | Default / Example             | Type            | Description                                          |
| ----------------------------------- | ----------------------------- | --------------- | ---------------------------------------------------- |
| `x_inpi_yd.gl.block_approved_board` | `true`                        | `true \| false` | Approved boards cannot be edited further             |
| `x_inpi_yd.gl.delete_board`         | `["x_inpi_yd.admin","admin"]` | string (JSON)   | Roles permitted to delete a board                    |
| `x_inpi_yd.gl.forbidden_words`      | `["word1","word2"]`           | string (JSON)   | Words forbidden in Board, Folder, or Teamspace names |

### Sharing & Roles

| Setting                              | Default                | Type          | Description                                        |
| ------------------------------------ | ---------------------- | ------------- | -------------------------------------------------- |
| `x_inpi_yd.gl.board_share.roles`     | JSON array (see below) | string (JSON) | Roles available in the board sharing drop-down     |
| `x_inpi_yd.gl.teamspace_share.roles` | JSON array (see below) | string (JSON) | Roles available in the teamspace sharing drop-down |

**Default `board_share.roles`:**

```json
[
  {"role":"editor_user","label":"Editor User"},
  {"role":"viewer_user","label":"Viewer User"},
  {"role":"editor_group","label":"Editor Group"},
  {"role":"viewer_group","label":"Viewer Group"}
]
```

**Default `teamspace_share.roles`:** includes the above plus Teamspace Admin:

```json
[
  {"role":"teamspace_admin","label":"Teamspace Admin"},
  {"role":"editor_user","label":"Editor User"},
  {"role":"viewer_user","label":"Viewer User"},
  {"role":"editor_group","label":"Editor Group"},
  {"role":"viewer_group","label":"Viewer Group"}
]
```

### Appearance

| Setting                               | Default / Example                         | Type          | Description                                                         |
| ------------------------------------- | ----------------------------------------- | ------------- | ------------------------------------------------------------------- |
| `x_inpi_yd.gl.default_font`           | `DM Sans`                                 | string        | Default font for all text on boards                                 |
| `x_inpi_yd.gl.default_palette_colors` | 19-color RGB palette (see below)          | string (JSON) | Default shape palette colors                                        |
| `x_inpi_yd.gl.default_shape`          | Rounded rectangle shape object (JSON)     | string (JSON) | Default shape used when adding a new shape                          |
| `x_inpi_yd.gl.default_lane`           | Lane shape object (JSON)                  | string (JSON) | Default lane for Kanban boards                                      |
| `x_inpi_yd.gl.default_home_page_url`  | `https://docs.youdesign.app/docs/message` | string        | Default landing page shown when users first access YouDesign Models |

**Default `default_palette_colors`:** 19 colors (plus transparent) running from yellow through the spectrum to black:

```json
["rgba(255, 255, 255, 0)","rgb(255, 235, 59)","rgb(255, 193, 7)","rgb(255, 152, 0)","rgb(255, 87, 34)","rgb(244, 67, 54)","rgb(233, 30, 99)","rgb(156, 39, 176)","rgb(103, 58, 183)","rgb(63, 81, 181)","rgb(33, 150, 243)","rgb(3, 169, 244)","rgb(0, 188, 212)","rgb(0, 150, 136)","rgb(76, 175, 80)","rgb(139, 195, 74)","rgb(205, 220, 57)","rgb(121, 85, 72)","rgb(96, 125, 139)","rgb(0, 0, 0)"]
```

### Layout — Panel Widths

Panel widths are configurable as both minimum/maximum bounds (global settings) and per-user defaults (user preferences).

| Setting                              | Default | Type   | Description                  |
| ------------------------------------ | ------- | ------ | ---------------------------- |
| `x_inpi_yd.gl.data_hub_max_width`    | `33%`   | string | Data Hub panel maximum width |
| `x_inpi_yd.gl.data_hub_min_width`    | `20%`   | string | Data Hub panel minimum width |
| `x_inpi_yd.gl.left_panel_max_width`  | `50%`   | string | Left panel maximum width     |
| `x_inpi_yd.gl.left_panel_min_width`  | `20%`   | string | Left panel minimum width     |
| `x_inpi_yd.gl.right_panel_max_width` | `50%`   | string | Right panel maximum width    |
| `x_inpi_yd.gl.right_panel_min_width` | `20%`   | string | Right panel minimum width    |

### Data Model

| Setting                                | Default / Example                                                          | Type          | Description                                                                                     |
| -------------------------------------- | -------------------------------------------------------------------------- | ------------- | ----------------------------------------------------------------------------------------------- |
| `x_inpi_yd.gl.organization_tables`     | `x_inpgh_upmx_organization_unit;cmn_department;business_unit;core_company` | string        | Semicolon-separated list of tables considered for "Organization" in Filters and sharing dialogs |
| `x_inpi_yd.gl.parent_fields.hierarchy` | `["parent","x_inpgh_upmx_parent","u_parent"]`                              | string (JSON) | Default parent field priority for Hierarchy Maps — first match wins                             |

### AI

| Setting                  | Default                                    | Type          | Description                                                                                                                 |
| ------------------------ | ------------------------------------------ | ------------- | --------------------------------------------------------------------------------------------------------------------------- |
| `x_inpi_yd.gl.ai_config` | `{"enabled":false,"model":"","models":[]}` | string (JSON) | AI assistant master toggle, default model, and available models. See [AI Configuration](/models/admin/ai-configuration.md). |

### User Preference Defaults

These are the **factory defaults** applied to new users. Each individual user can override the setting for themselves via [User Preferences](/models/work-in-the-app/user-preferences.md), which writes to a matching `x_inpi_yd.user.*` entry in `sys_user_preference`.

| Setting                                         | Default                      | Type            | Description                                                                                           |
| ----------------------------------------------- | ---------------------------- | --------------- | ----------------------------------------------------------------------------------------------------- |
| `x_inpi_yd.user.board_background_color`         | `#F4F5F7`                    | string          | Default canvas background color                                                                       |
| `x_inpi_yd.user.custom_shape_fill_color`        | `[]` (empty)                 | string (JSON)   | User's saved custom shape fill colors                                                                 |
| `x_inpi_yd.user.custom_shape_border_color`      | `[]` (empty)                 | string (JSON)   | User's saved custom shape border colors                                                               |
| `x_inpi_yd.user.default_relationship_format`    | JSON (see below)             | string (JSON)   | Default format for new visual relationships                                                           |
| `x_inpi_yd.user.last_relationship_format`       | JSON                         | string (JSON)   | Most recent relationship format the user applied                                                      |
| `x_inpi_yd.user.left_panel_width`               | `25%`                        | string          | Current left panel width                                                                              |
| `x_inpi_yd.user.right_panel_width`              | `25%`                        | string          | Current right panel width                                                                             |
| `x_inpi_yd.user.teamspaces_panel_width`         | `{"unit":"vw","value":"20"}` | string (JSON)   | Teamspaces panel width                                                                                |
| `x_inpi_yd.user.show_grid`                      | `false`                      | `true \| false` | Show grid on board by default                                                                         |
| `x_inpi_yd.user.show_detailed_item_diagramming` | `false`                      | `true \| false` | Toggle detailed item view in diagramming                                                              |
| `x_inpi_yd.user.use_guided_dragging`            | `true`                       | `true \| false` | Enable guided dragging                                                                                |
| `x_inpi_yd.user.use_snap_to_grid`               | `true`                       | `true \| false` | Snap shapes to grid                                                                                   |
| `x_inpi_yd.user.unique_rel_hop`                 | `true`                       | `true \| false` | In HOP, load unique CI Relationships (considering Parent, Rel Type, Child); if `false`, load just one |
| `x_inpi_yd.user.unique_rel_ld`                  | `true`                       | `true \| false` | Same logic as above, for Load Dependencies                                                            |

**Default `default_relationship_format`:**

```json
{
  "fromArrow": "",
  "toArrow": "OpenTriangle",
  "linkRoute": "AvoidsNodes",
  "linkStroke": "line",
  "linkWidth": 1,
  "linkColor": "black",
  "horizontalTextAlignment": "0.5",
  "fontColor": "rgb(0, 0, 0)",
  "font": "normal normal 14px Arial",
  "textOrientation": "OnTheLine",
  "corner": 10,
  "verticalTextAlignment": 0
}
```

### System Internals

| Setting                                       | Default | Type   | Description                                                  |
| --------------------------------------------- | ------- | ------ | ------------------------------------------------------------ |
| `x_inpi_yd.glide.script.block.client.globals` | `false` | string | Internal. Do not modify unless instructed by ins-pi support. |

## Understanding the Relationship Format

`default_relationship_format` is a JSON document describing every visual aspect of a relationship. It's the **Global** layer of the [three-tier relationship style system](/models/admin/shape-relationships.md#how-relationship-styling-resolves):

1. **Global** (this setting) — applies to every new visual relationship
2. **User Preference** (`x_inpi_yd.user.last_relationship_format`) — overrides Global for a specific user
3. **Shape Relationship** — overrides both, for CI relationships between specific shape pairs

See [Shape Relationships](/models/admin/shape-relationships.md) for the full rules.

## Customization Best Practices

* **Review global settings carefully** before modifying — they impact every user.
* **Test in a development environment** before deploying to production.
* **Document your organization's approved** shape libraries, color palettes, and naming conventions.
* **Use Forbidden Words** to enforce naming conventions across Boards, Folders, and Teamspaces.
* **Consider user workflows** when setting panel widths and layouts.
* **Audit RTI configurations regularly** to ensure accuracy.
* **Don't manually edit `_last_updated` timestamps** — they're maintained by the application.
* **Migrate changes via XML export**, not Update Sets. See [Migrating Configuration](/models/get-the-app/migrating-configuration.md).

## Related

* [User Preferences (end-user)](/models/work-in-the-app/user-preferences.md) — user-side overrides
* [AI Configuration](/models/admin/ai-configuration.md)
* [Realtime Indicators](/models/admin/realtime-indicators.md)
* [Shape Relationships](/models/admin/shape-relationships.md) — how `default_relationship_format` interacts with per-shape styles
* [Migrating Configuration](/models/get-the-app/migrating-configuration.md)
* [Support Process](/models/reference/support.md)


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