Editing WorkZone Client configurations

If you are an administrator (that is, if you have the CONFIGADM access code), you can edit, update, export/import, configure and reset WorkWorkZone Client configurations for yourself as well as other users, organizational units or the entire organization.

When you open a configuration for editing, the configuration is displayed as it would look if you had opened the configuration normally, meaning that all changes to all underlying configurations (Organizational, Unit and/or User) will be displayed. These changes will also undergo the configuration merging rules described above, so a change in the Organizational configuration might not be displayed in the Unit or User configuration, since these two configurations have a higher priority than the Organizational configuration.

When you save another user's configuration, the changes will only take effect after the user has updated the browser.

Edit your own configuration

If you, as an administrator, want to configure your personal WorkZone Client configuration, you must follow the same steps as a regular end user. See WorkZone Client User Guide.

Reset your own User configuration

You can always update or reset your own User configuration. When you reset your own configuration, all your customizations and changes are removed, and the standard User configuration is restored.

If you only want to restore some of your customizations and keep the rest, do not reset your configuration. Instead, manually remove the customizations you not longer need and then save the configuration.

To reset your User configuration

1. In the Home ribbon, click Settings > Reset configuration.
2. In the Confirm dialog, click Yes.

To edit your User configuration

Every time you customize your views or dashboards, make changes to your lists, add or remove tabs in the detail tab pages and add or remove lists in your navigation panes, you are editing and saving your personal configuration. These changes are saved automatically and are immediately ready for your use. Your changes will also be available to you, if you log to WorkZone from a different machine.

Reset an Organizational, Unit, or User configuration

When you reset an Organizational, Unit or User configuration, you must first load the configuration into WorkZone, then reset the configuration and finally save the configuration as the original Organizational, Unit or User configuration.

1. In the Home ribbon, click Settings > Edit configuration.
2. In the Edit configuration dialog > Search in field, select which type of configuration you want to reset.
3. In the Edit configuration dialog > Select configuration to edit field, select the specific configuration you want to reset. Configurations that contain any changes are indicated with a small gear icon (). You can filter the drop-down list by entering filter criteria in the Search in field.
4. In the Home ribbon, click Settings > Reset configuration.
5. In the Confirm dialog:
   • Click Yes to reset the selected configuration and exit configuration editing
   • Click No to return to configuration editing.
     
6. Save your changes on the current configuration:
   • Overwrite the current configuration: In the Home ribbon, click Settings > Save configuration and in the Confirm dialog, click Yes to save your changes and exit configuration editing.
   • Save your changes as another user's configuration: 
     1. In the Home ribbon, click Settings > Save configuration as.
     2. In the Save configuration as dialog > Search in field, select which type of configuration you want to save your configuration as.
     3. In the Save configuration as dialog > Save current configuration as field, select the configuration you want to overwrite. Configurations that contain any changes are indicated with a small gear icon (). You can filter the drop-down list by entering filter criteria in the Search in field.
     4. Click Save, and then click Yes in the Confirm dialog to save your changes and exit configuration editing.

Edit a User, Unit, or Organizational configuration

1. In the Home ribbon, click Settings > Edit configuration.
2. In the Edit configuration dialog > Search in field, select which type of configuration you want to edit.
3. In the Edit configuration dialog > Select configuration to edit field, select the specific configuration you want to edit. Configurations that contain any changes are indicated with a small gear icon (). You can filter the drop-down list by entering filter criteria in the Search in field.
4. Click Edit to start editing the selected configuration. The configuration you are currently editing is displayed in the orange message bar on the top of a page.
5. When you are done editing the configuration, click Settings > Save configuration.
6. In the Confirm dialog:
   • Click Yes to save the selected configuration and exit configuration editing.
   • Click No to return to configuration editing.

Save a configuration as another configuration

You can save your changes for the current configuration as another configuration, overwriting another user's or unit's configuration.

1. In the Home ribbon, click Settings > Edit configuration.
2. In the Edit configuration dialog > Search in field, select which type of configuration you want to base the new configuration on.
3. In the Edit configuration dialog > Select configuration to edit field, select the configuration that you want to base the new configuration on. Configurations that contain any changes are indicated with a small gear icon (). You can filter the drop-down list by entering filter criteria in the Search in field.
4. Click Edit to start editing the selected configuration. The configuration you are currently editing is displayed in the orange message bar on the top of page.
5. When you are done editing the configuration, click Settings > Save configuration as.
6. In the Save configuration as dialog > Search in field, select which configuration you want to save your configuration as.
7. In the Save configuration as dialog > Save current configuration as field, select the configuration that you want to overwrite. Configurations that contain any changes are indicated with a small gear icon (). You can filter the drop-down list by entering filter criteria in the Search in field.
8. Click Save.
9. In the Confirm dialog:
   • Click Yes to save the selected configuration and stop configuration editing.
   • Click No to return to configuration editing.

Exit configuration editing

If you need to, you can discard all changes you just have made to the current configuration and exit configuration editing without saving the configuration you are working on.

1. In the Home ribbon, click Settings > Exit configuration editing to open the Confirm dialog.
2. In the Confirm dialog:
   • Click Yes to discard all changes to the selected configuration and stop configuration editing.
   • Click No to return to configuration editing, keeping all changes.

View configuration changes

You can open a view of the current configuration to see any changes made to it compared to a standard configuration.

1. In the Home ribbon, click Settings > View configuration.
2. In the Effective configuration dialog, expand the nodes for each listed configuration to navigate to each changed element.
   • The Effective configuration dialog only displays configurations with customizations which affect you. Customized configurations that affect other users or units are not displayed. Open and view another user's configuration to see changes to configurations that affect that user.
3. Double-click the element to open the Changes applied by selected configuration dialog and see customizations that have been applied to the selected configuration.

Import and export configurations

You can export WorkZone Client configurations and save them to a single JSON file. The JSON file can be placed locally or stored centrally, or sent to other users for later import.

For the export, you can select specific configurations or all configurations that exist in your organization.

When you import the JSON file, you can apply the configurations to a user, unit or entire organization. This is a useful option if you want to have a backup of configurations.

Export configurations to a file

1. In the main ribbon, click Settings > Import/Export > Export to file.
2. Select the Export all configurations check box to export all existing configurations
   - Or -
   Start typing user's or unit's name in the Export selected configurations field to export only specific configurations. Repeat this step until you select all configurations that you want to export. Configurations that are suffixed with the specific language and culture code, for example, da-DK or en-GB, will only contain customized label text and will not contain any other customizations.
3. Click Export. The file with configurations is saved to Downloads.

Import configurations from a file

1. In the main ribbon, click Settings > Import/Export > Import from file.
2. In the Import from file dialog, select the configuration file that you want to import.
3. Select how to apply new configurations:
   • Merge with existing configurations: Merge new and existing configurations. See How configurations merge.
   • Drop existing configurations: Overwrite existing configurations with the configurations from the import file.
4. Click Import, and then click Yes to confirm the import.