Configurations that are created in the platform share a button bar that allows interactions and operations to be accessed. These common configuration buttons are applicable to all configuration types except Workflows. Some configuration types may have buttons and those are described in detail in each separate section of the documentation. For more information, see the documentation for each configuration type.
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Button | Description |
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 Image Added | Click this button to edit the configuration. | Note |
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Each configuration will only allow 1 user to edit it at any one time. While editing the configuration, it will be locked to the user's session. To release the lock, you must navigate away from the configuration to another page. It is advised not to close the browser tab without navigating away from the configuration first as this will cause the lock to stay in place until timeout. |
|  Image Added | Click this button to create a new configuration of the same type. |  Image Added | Click this button to open another configuration. |  Image Added | Click this button to save changes to an existing configuration. |  Image Added | Click this button to open the Save As dialog where you can select in which folder you want to save the configuration and enter the name you want to save it as. |  Image Added | Click this button to define permissions for the configuration. |  Image Added | Click this button to check if the configuration is valid. |  Image Added | Click this button to see which other configurations the configuration uses, or is used by. |  Image Added | Click this button to view the version history of the configuration. |  Image Added | Click this button to access the user documentation. |
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See the different tabs below for examples of the Open, Save As, Permissions, References, and History dialogs when using the previous buttons in the table above.
| Ui tabs |
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| Ui tab |
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| This window is displayed when the users click the Open button in the configurations screen. It allows previously saved configurations to be loaded in the current instance. – the name permissions and owner are displayed in individual rows. You can use the Filter Name field to easily find a given instance. |
| Ui tab |
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| This window is displayed when the users click the Save As button in the configurations screen. it allows the current configuration to be saved to a designated folder.
You assign a Name and an optional version comment in the fields. |
| Ui tab |
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| title | Permissions Dialog Box |
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| This window is displayed when the users click the Permissions button in the configurations screen. It is used to set individual permissions based on the users' role – the owner itself, and the associated access groups in both read, write and execute permissions.
The Browser options allow the users to select the designated user from a dialog box called User Selection. |
| Ui tab |
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| title | References Dialog Box |
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| This window is displayed when the users click the References button in the configurations screen.
It displays three tabs that show important information in relation to all references that are part of the current configuration. The Used By tab lists all references that are currently used in the configuration, and the Users list the active users that have access to these references. The Access shows the access group and the listed users under them. |
| Ui tab |
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| This window is displayed when the users click the History button in the configurations screen.
It shows the available Version digit, the Modified date, Modified by, and the Comment which lists an optional comment for the listed version. |
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