Managing Configurators

Configurators represent products in your catalog which can be customized based on your customer's needs and your company's business rules. They are not standard, off-the-shelf items: to represent those, create a standard product item instead.

Managing configurators

To see and manage all configurators in your environment, click Products > Configurators in the Administrative Interface. A list of configurators appears.

Create a scene by clicking the ADD button at the bottom of the list.

Edit a configurator by clicking its name.
If this configurator is currently being edited in another window (on your workstation or someone else's), you'll see a warning appear. This is to discourage one configurator being edited by multiple sessions, which can cause the loss of design work (only the latest save's changes are kept). You are encouraged to either open the configurator in view mode only, or coordinate with that other person listed.

Please note:

• This warning may still display a few minutes after their editing session ends, if they simply close their window instead of clicking "back to configurators".
• This warning may not display, if their editing window has been inactive for a longer time and their web browser "freezes" that tab.

Find an existing configurator in the list.

• Sort by any column by clicking any column header. Click the column header again to reverse the sort. For example, click MODIFIED ON to see existing configurators listed in the order they were created.

• Search for a configurator name by typing into the search box the first few characters of any word in the configurator name. Matching entries will appear in a drop-down list. For example, type "cl" to see both the Club Car and the Clock configurator listed. Select the configurator you want from the drop-down list.

Manage any configurator in the list by using the icons shown next to it in the list.

• Copy or Remove one or many configurators in the list by first marking the checkbox to the left of the names, then clicking the CLONEor DELETE buttons at the bottom of the list.
• Run a configurator in test mode by clicking the "run configurator" triangle at the end of the name.
• see if a configurator is active (visible to users) by scanning the "active" column to the right of the name.  The "active" property can be edited in the configurator's properties.
• Rewind the history of edits made to a configurator. By clicking the "edit history" clock at the end of the name, a list of all saved versions of this configurator will appear grouped by day. 
  
  For any version shown in that edit history, click one of the three icons to the left of the version name to:
  • See the old version,
  • Restore/Rollback that old version (overwriting the most current version), or
  • Copy that old version into a new configurator. By having the current version as well as an old version available to edit, you can compare the two, copy code from an old version to the new one, or otherwise explore an old version without any impact to the current version.
    
    Note that multiple saves during a short period of time will be represented by one entry in the list.

Importing and Exporting Configurators

Configurators can be exported to a downloadable file, which can be stored and then imported into this same environment or a different one.

Export a configurator in the list.

1. Click the cloud "export" link to the right of the configurator's name. In a minute, your browser will download a CPQ interchange file (with the extension of *.CPQ).
2. Store the file as necessary.

Exports don't include everything.
A configurator export file will automatically include most of the components the configurator refers to including safe functions, local tables, images, and the like. However, exporting a configurator does not include any 3D Scene it refers to, nor does it include any database tables.

Import a configurator into your org.

1. Visit the same Products > Configurators list.
2. Click the cloud "IMPORT" link at the bottom of the list.
3. In the prompt that appears, select a CPQ interchange file with the extension of .CPQ.
   In a minute or two, the configurator will appear in the list. Other components the configurator requires -- such as safe functions, local tables, images, and the like -- will be created and appear in the administrative pages for those objects.
4. Run the configurator, and review its behavior for accuracy. Note that some configurator components listed in the callout box above are not included.