Editing Configurations

The edit configuration feature allows administrators to change name, parent configuration, roles and child configuration for a user.

To edit a configuration's settings:

1. Open CRM.Desginer
2. Go to the Users | Configurations page
3. Select Configurations view radio button.
4. Click Edit beside the desired configuration. Alternatively when in Users view you can click on a configuration link to access this page.

   

   The following settings are available:

   • Name: Since configurations are identified and referenced by their numeric ID, you can change a configuration's name.
   • Parent Configuration: You can change the configuration hierarchy by selecting another parent.
     Note: No sanity check is performed when selecting another parent. Use the View Hierarchy button to verify if your selection makes sense.
   • Roles: For information on assigning roles to CRM.Designer configurations. For further information, see Dynamic Configuration Assignment Based on Roles.
   • Child Configurations: The current configuration's children. Click on a link to edit the respective configuration's settings.
5. Click on Save.

In addition, the page offers the following buttons:

• Click on Design this Configuration to view or design the current configuration. More details at Designing Configuration Units.
• Click on View Hierarchy to display the configuration hierarchy. See Configuration Hierarchy for details.
• Click on Change ID to assign a new numeric ID to the configuration. For further information, see Changing Configuration IDs.
• Click on Insert Self-Admin Configurations if you are setting up customer admin mode, e.g., in a SaaS environment. See Creating SelfAdmin Configurations for more information.
  Note: The Change ID and Insert Self-Admin Configurations buttons are not available for user configurations IDs >= 100,000.