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.


Find the configurator you need by

  • clicking any of the column headers to sort by that column.
  • typing the first few characters of the configurator name in the search box.  For example, type "clu" to see configurators named "Club Car Configurator" and "Clutch Configurator".
  • clicking the "Search Tools" button to begin a faceted search.

Create a new configurator by

  • clicking the "add" button at the bottom of the configurator list.

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

  • clone or delete one or more configurators in the list by marking the checkbox to the left of the configurator name, then pressing the clone or delete button at the bottom of the list.
  • edit a configurator by clicking its name.
  • 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.
  • explore 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.

      In this version history, you may consider implementing a simple "version control" by simply changing the name of the configurator when you save a major version.  Note that multiple saves during a short period of time will be represented by one entry in the list.  


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