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ConfigType

ConfigType is a catalog that groups related configuration into clear, navigable sections
(e.g., SD-WAN, Customer Ticket, RPA Automation). It complements Modules by offering a taxonomy for forms, processes, registers, listings, notifications, and widgets so that admin tools (Backup/Restorer, tSM Studio) can filter, migrate, and audit configuration in a controlled way.

Why it matters

  • Organization & discoverability — find all assets for a domain quickly.
  • Scoped operations — export/restore or compare only what belongs to a given area.
  • Lifecycle control — use validity windows and tags to phase changes per environment or package.
  • Deployment discipline — choose a sync method to define how config moves from staging to production.

Tip: Use Module to express business capability ownership, and ConfigType to express the configuration bundle within/around that capability.


Typical Uses

  • Separate customer-service vs. field-service configurations (CustomerTicket, FieldOps).
  • Drive Backup / Restorer selections: “Restore only CRM-* and Ticketing types.”
  • Power tSM Studio filters to navigate large installations by domain.

Reference

ConfigType (attributes)

FieldTypeRequiredRead-onlyDescription / Notes
idUUIDIdentifier (not for end-user display).
codeStringYesUnique ASCII code (no spaces). Used in references, filters, and tooling.
nameStringYesHuman-readable name shown in admin UI.
descriptionStringLonger help text/tool-tip.
validityFrom/ToDateActive window for this config group.
validBoolYesComputed from validity; not stored.
syncMethodEnumYesHow configs under this type are promoted between environments (see below).
tsmModuleStringCode of the Module this group belongs to (for ownership/routing).
parentStringOptional hierarchical parent ConfigType.code (build trees like CRMCRM-Lead).
configMapFree-form metadata for admin tooling; keep it lightweight.
dataTagsListLabels for dashboards/filters (e.g., core, pilot, external).
localizationDataObjectTranslations for name / description.
auditInfoObjectStandard audit metadata.

syncMethod semantics

  • MANUAL — default; admins export/import explicitly.
  • NONE — environments diverge intentionally; no cross-env sync.
  • COMPARE — changes originate in test/UAT; promotion uses diff & apply workflows.
  • SYSTEM — platform-critical configs; typically updated with application releases.

Examples

  • Ticketing — core ticket forms, workflows, SLA registers, comment/notification presets.
  • Ticketing-ServiceAssurance (parent: Ticketing) — NOC incident specifics.
  • CRM — customer/account forms, dedup rules, interaction types.
  • CRM-Lead (parent: CRM) — lead stages, scoring, capture forms.
  • Integrations-SAP — interface definitions, mapping registries, retry policies.

Good Practices

  • Stable codes — pick short, semantic codes (Ticketing, CRM-Lead); changing them breaks references and filters.
  • Use hierarchy (parent) to mirror your domain tree and simplify bulk operations.
  • Choose syncMethod deliberately
    • use COMPARE where you expect frequent, controlled promotion from UAT;
    • keep SYSTEM for platform-owned areas;
    • avoid NONE unless divergence is a conscious requirement.
  • Tag consistentlydataTags like core, external, pilot help dashboards and access policies.
  • Keep config lean — store only metadata that helps tooling; operational knobs belong to deployment (e.g., Kubernetes).
  • Leverage validity — phase in/out large configuration packages during rollouts without dropping data.

See Also

  • System Settings: Module — business-domain grouping that owns configuration
  • System Settings: Microservice — technical services inventory
  • Backup / Restorer, tSM Studio — tools that rely on ConfigType for filtering and promotion