Configurations that are created in the platform share a button bar that allows interactions and operations to be accessed. Some configuration types may have additional menus or menu items 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 |
|---|
| Edit | Click on this button to edit the configuration |
| New | Click on this button to create a new configuration of the same type |
| Open | Click on this button to open another configuration |
| Save As | Click on 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 |
| Permissions | Click on this button to define permissions for the configuration |
| References | Click on this button to see which other configurations the configuration uses, or is used by |
| History | Click on this button to view the version history of the configuration |
| External References | Click on this button to configure External References for the configuration |
| Help | Click on this button to access the user documentation |
See the different tabs below for examples of the different dialogs mentioned 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 |
|---|
| 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. |
| Ui tab |
|---|
| title | External References Dialog Box |
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| This window is displayed when the users click the External References button in the configurations screen. It is used to enable or disable the relevant external references, including credentials and variables.
For a given configuration the users can click on the Browse.... button to bring down a separate dialog box called Select configuration from where available external reference entries can be viewed. In the main list, each filled external reference can be toggled on and off using a checkbox in the Enable column. The associated Field Name is displayed in the second column, while the third one shows a dropdown list of the entered external reference keys. To learn more about workflow creation, groups, and packages refer to the Working with Workflows section. |
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