Presets

Presets are specific versions of models which can have several overrides on a model. For instance hiding a certain model option or overriding a certain value like a color or text. Presets are maintained in the Preset Manager which is a part of the Business Manager.

Section	Description
Create, edit and delete presets	Preset maintenance
Use cases	Examples of various use cases of presets
Overrides	Description of what overrides in a preset are and how to set these up
Publishing a preset	Description on publishing presets

Use cases of a preset

A preset can be used in various use cases:

• Default preset Each configurator model needs to have a default preset which is the first to load. For instance the default preset doesn’t have any overrides which basically makes it an exact instance of the model. The default preset can also be a overridden value already.

• Load preset directly as starting point of a configuration, via a direct URL. A preset can be loaded based on a specific URL which includes the preset code. This makes it possible to load a certain preset from any part of the content. For instance from the homepage or a navigation menu.

• Connect a preset to a package so it is the included variant of the configuration in the package Presets can be added to certain package groups allowing them to be selected in a wizard style user interface.

• A preset specific for a certain company entity. For instance with a logo or text fixed in it. Via the preset availability personalization action, presets can be made available or unavailable for certain companies.

Overrides in a preset

Concept of overrides

Presets are in fact overrides on a model. Each node in a model can be overridden with a specific value in a preset. After creating a preset, the model tab of the connected model will be available. An exact replica of the model structure will be shown and each node shown can be overridden.

Image reference Preset with a few overrides.