Where: background reading, after you build a configuration.
When you finish: you know what Cloneable made, where to see it, and how to tell it worked.
Finishing a configuration is the moment Cloneable builds your account. However you started, from a blank configuration, a Katapult model, a map file or a Cloneable file (see Create a configuration, and choose where it comes from), the same things get built.
What gets made
Cloneable builds | What it is | Example |
Workflows | What happens when a fielder starts working on one of your objects | Pole Measurement Workflow |
Custom types | The sets of options behind your fields | A pick list of anchor eye sizes |
Data object templates | The shapes your data lands in: one for poles, one for spans, one per custom object | Pole - Q1_2024, stored as pole_q1_2024 |
Your configuration name is stamped on all of it. Every template carries the name on the end, which is what lets two configurations live side by side. Without it you would have several templates all called Pole.
The review screen is your receipt
Importing from Katapult or a map file: the last step lists the configuration name and how many templates, node mappings and workflows are about to be made. One real import produced eight templates and two workflows. If you expected poles, spans, anchors and three custom types and the count is small, go back.
Building from scratch: there is no summary, because a blank configuration always creates the same fixed set.
Where you see it afterwards
You see | Where |
Your configuration, to reopen and change | Settings, then Configurations |
The records themselves, once crews collect | Data, then Objects, filtered by template |
Attachments | Data, then Files |
Your object types with the icons you set | The map |
The underlying pieces, the custom types, templates and workflows, are not in your day-to-day navigation. Nothing is missing; your configuration is the place you steer them from. To change one, reopen your configuration and change your selections, or ask us.
Check it worked
Create a job and confirm your new configuration is offered in the list. If it is not there, it did not finish. See Create a job.
Open the map on that job and confirm your object types appear with the icons you set. If a type looks wrong, check its icon rule first. See Set up your map icons.
If you imported, check one type you brought across as a custom object; those are the ones most easily left unticked at the mapping step.
If something looks missing
You built from | Do this |
A Katapult model | Reopen your Katapult selections from the configuration's actions menu; see Update an existing configuration |
A map file | Build the configuration again; see Build your configuration from a map file |
Scratch | Nothing can be left out at this stage. To add more than the fixed set, edit the configuration; see Set up your configuration, stage by stage |
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