General Notes

• The Communication Configuration hierarchy is Package, and then Documents, and then Layouts, and then Content
• Package, Document and Content must have at least one Version. It is the Version where associations and editing are done.
• Before creating, editing or deleting any configuration items you must first select a Config ID.
• Once an item is created or edited under a certain Config ID, it cannot be edited under a different Config ID until that Config ID is closed.
• When creating a Package Version Configuration, an Assembly Template is required. Use {} for the Assembly Template if you do not require any variable data, conditions or iterations.
• Preview of PDF output is available from the Package Version details window.
• Package preview does not display properly when using emulators (iPhone, iPad, etc.) in Chrome.

Question and Answers

• Can a Config ID be shared across users?
  • Yes
• If users share a Config ID, what happens if they both try to edit the same bit of Content (or other Configuration) at the same time?
  • The last person to save their changes would update the configuration over top of whatever was already stored. Two users may work on two different Versions of a Content Configuration without this issue; they would not see each other’s changes in their version.
• When trying to update a configuration (Package, Layout, etc.) I get a big red error message at the top of the screen that says something like “Existing transaction is still in Open status”. What’s up with that?
  • That error is shown when a user attempts to edit the configuration item (Package, etc.) in a different Config ID then the one in which it is already being edited. All updates must happen within the scope of the original Config ID until that Config ID is closed.

• I added a Style to a layout. I thought then I could update the Content in that layout to use the new Style but the ‘Styles’ option under Content is disabled. Must be missing something?
  • That drop down is referring to Style Class which can be given to a Style associated to a Document or a Layout. Associate the Style to the Layout and the Content will inherit that Style.