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Version: 6.18

Client configurations

Client configurations can be used to configure the user interface of CM/Track and customer-specific REST clients. The purpose of this page is viewing existing configurations and allowing the creation of customer-specific REST client. Configurations for CM/Track should be created on the Portal configurations page, see Portal configurations and Global portal settings.

Basic tasks​

Working with client configurations​

Each client configuration has its own tab. At the bottom of the page, you can find the actions which apply to the whole configuration. Each file within a configuration has its own editor. The actions below the editor refer to the respective file.

You can perform the following actions on client configurations:

  • Create a new client configuration: Click the New configuration button, enter a name for the configuration.
  • Edit a client configuration: Click the Edit configuration button. You can modify the name of the configuration.
  • Delete a client configuration: Click the Delete configuration button. The configuration is deleted upon confirming the warning message.
  • Add a file to a client configuration: Click the Add file button. If you select a file from a template, the file name is populated automatically. Otherwise, you have to enter a name for the file.
  • Edit the name of a file: Click the Edit icon next to the file name to modify the name of this file.
  • Delete a file from a configuration: Click the Delete file button below the editor of the file to remove this file from the configuration.
  • Edit the content of a file: You can edit the content of the file in the editor displayed below the file name. Click the Save changes button below the editor to save your changes. If you modify several files you can also use the Save all files button at the bottom of the page. Click the Discard changes button below the editor to revert your changes to the respective file. See Using the JSON editor features for details about the capabilities of the editor.

Advanced tasks​

Using the JSON editor features​

The JSON editor has the following features:

  • Syntax highlighting: The editor uses syntax highlighting for JSON.
  • Keyboard shortcuts: There are keyboard shortcuts for common operations. Examples:
    • Undo: CTRL + Z
    • Find: CTRL + F
    • Find next: CTRL + G
    • Replace: Shift + CTRL + F
    • Replace all: Shift + CTRL + R
  • Text highlighting: You can double-click a word or mark some text to highlight all its occurrences within the file.