Service settings
Updated 2026-11-13
What you can set for one service under Settings: its name and description, Excel export for callers, its data sources and caching. It also says where the token requirement is set, because that is not here.
Open the settings
- Open the service.
- Click the gear icon Settings (Einstellungen) at the top right.
- Change what you need. The button at the top right turns into Save (Speichern).
- Click Save. For a published service, then click Published and Republish (Neu veröffentlichen) so callers get the change.
Click the gear icon again to go back to the Configuration (Konfiguration) tab. The list on the left jumps to General (Allgemein), Security (Sicherheit), Data sources (Datenquellen) and Performance.
Service info
- Service Name (Service-Name): the name in your service list, in the answer of every call (
service.name) and in the documentation of the service. - Description (Beschreibung): what the service does. It is shown in the service list and in the public documentation of the service.
- Allow Excel export (Excel-Export erlauben): lets callers of the API and AI assistants download the filled-in workbook as an .xlsx file. When it is on, every answer carries a download link. The file contains the whole workbook, formulas included, so switch it on only if callers may see them. See Export a workbook.
Changing the name does not change the service ID or the address.
Data sources
Under Data sources (Datenquellen) you connect the workbook to a JSON list from your own system, for example a price list, so that formulas calculate with the current records. Adding, refreshing, renaming and removing a data source is described in Live data from a data source.
Performance
- Enable response caching (Antwort-Caching aktivieren): identical calls get a stored answer instead of a new calculation.
- Cache data from data sources (Daten aus Datenquellen cachen): the records of a data source are reused for a while instead of being read for every calculation.
- Cache duration: (Cache-Dauer): how long the records are reused. Choose 1 minute, 5 minutes, 15 minutes, 30 minutes or 1 hour; 5 minutes is the default. It appears when Cache data from data sources is on.
The two switches can only be changed for workbooks with a data source. For every other workbook they are greyed out and the hint says that caching is always enabled for services without external data sources.
For a workbook with a data source, a stored answer is used only while the records it was calculated with are unchanged, and it is kept no longer than the cache duration. With Cache data from data sources off, every calculation reads the data source and no answers are stored. Switch response caching off when every call must be calculated anew. How caching behaves for callers is in Caching and performance.
Token requirement
Whether callers need a token is not set here. It follows the tokens of the service: the first token you create under API → Access (Zugriff) protects the service, and revoking the last one makes it public again. See Tokens and access.
When a change takes effect
| Setting | Takes effect for callers |
|---|---|
| Service Name, Description | After Save and Republish |
| Allow Excel export | After Save and Republish |
| Data sources | After Save and Republish |
| Caching switches and cache duration | After Save and Republish |
| Token requirement (under API → Access) | At once |
Related
For developers and agents
service.nameandservice.descriptionin the answer of a call come from Service Name and Description of the published version.- With Allow Excel export on, the answer carries
metadata.exportUrl, a link to the filled-in workbook. - With response caching on, an identical call is answered from a stored result for up to 15 minutes and carries
metadata.cached: true.nocache=trueskips it for one call.
FAQ
Where are the settings of a service?
Click the gear icon Settings at the top right of the service page. Click it again to return to the workbook.
How do I rename a service?
Open Settings, change Service Name, click Save and republish. The service ID and the address stay the same.
Why are the caching switches greyed out?
They can only be changed for workbooks with a data source; see Live data from a data source. For all other workbooks caching is always on, because their results depend only on the inputs.
Where do I switch the token requirement on or off?
Not in the settings. Create a token under API → Access to protect the service; revoking the last token makes it public again.
I changed a setting but callers see no difference. Why?
Settings are part of the draft until you publish again. Click Save, then Published and Republish.
What does "Allow Excel export" give my callers?
Every answer then carries a link that downloads the workbook filled with the caller's values. The file contains the whole workbook including formulas.
Does changing the description change what an AI assistant is told?
The description is the general text of the service. What an AI assistant should know is written under AI → Definition; see The AI definition.
As an agent, can I read a service's settings from a call?
You see the name and description in service, a metadata.exportUrl when Excel export is on, and metadata.cached when an answer came from a stored result. Other settings are not part of the answer.