Documentation

Parameter sets

Parameter sets let you customize administrative parameters that control how the InStore colleague app behaves. Use parameter sets to apply business rules and tailor the app to your needs.

Administrative parameter sets are groups of settings that control features and functions in the InStore colleague app.
You can keep the default values or customize them to fit your needs. To customize parameters, create one or more parameter sets. In the environment, assign a parameter set that is used as a fallback by all locations. You can create override sets and assign them to the environment, to locations, or to workstations to supersede the fallback settings.

Parameter set assignments are evaluated and updated whenever the InStore colleague app is invoked.

To learn more about fallback and override parameter sets, see Inheritance. To track changes in parameter sets, see Parameter history.

Parameter set types

Parameter sets can be assigned as fallback or override sets. Fallback sets apply to the entire environment. Override sets can be assigned to the environment, a location, or a workstation to supersede fallback settings.

Create a fallback parameter set

A fallback parameter set provides default values for all locations. To create a fallback set, follow these steps:

  1. In the InStore Center, select Parameters.
  2. On the Parameter Sets page, select Add Parameter Set.
  3. In the Parameter Set pane, enter the following values:
    • Parameter Set Name: A short, recognizable name (for example, Environment Fallback).
    • Parameter Set Description: A brief explanation of the set's purpose (for example, Fallback environment-level parameters).
    • Start Date and End Date: Leave blank for fallback sets.
  4. In the Parameter Values pane, select Add Parameter.
  5. On the Select Parameters page, move parameters to the right and select Add parameter(s).
  6. In the Parameter Values pane, click the Edit icon to change parameter values as needed.
  7. In the Edit Parameter Setting page, select or specify the preferred value for most locations.
  8. Optionally, enable the Immutable toggle to prevent overrides at the location or workstation level.
  9. Click Save Changes.
  10. Repeat steps 6–9 until all parameters reflect the company's default policies.
  11. On the Environment page, select this set in the Default Parameter Set field and save.

Create a parameter set override

Override sets can be assigned to the environment, location, or workstation. To create an override set, follow these steps:
  1. In the InStore Center, select Parameters.
  2. On the Parameter Sets page, select Add Parameter Set.
  3. In the Parameter Set pane, enter the following values:
    • Parameter Set Name: A short, recognizable name (for example, 2024-25 Holiday Season Zone 8).
      To replace an existing set, give the new one the same name. This ensures the system applies the new version correctly. For more information, see Inheritance.
    • Parameter Set Description: a brief explanation of why this set is needed (for example, Sets holiday on-hand cash for all Zone 8 locations).
    • Start Date: (optional) enter a date for when this set takes effect.
      If this set is part of a series, the set with the later start date takes priority. For more information, see Inheritance.
    • End Date: (optional) enter a date for when this set stops taking effect. When the end date arrives, the application reverts to the fallback set if no other set has a Start Date that has taken effect. If left blank, the set applies indefinitely.
  4. In the Parameter Values pane, click Add Parameter.
  5. On the Select Parameters to Add to the Set page, select only parameters that should not inherit fallback values.
  6. Click Add Parameter(s). The Parameter Values pane lists only the parameters you selected.
  7. Select the Edit icon to change values for each parameter.
  8. In the Edit Parameter Setting page, select or specify the new value.
  9. Optionally, enable the Immutable toggle to prevent overrides at a location or workstation.
  10. Click Save Changes.
  11. In the settings for the Environment, one or more Locations, or one or more Workstations, select this override set and save.

Edit parameter values

  1. In the Parameter Values pane, click the Edit icon in the Actions column.
  2. In the Edit Parameter Setting page, select or specify the new value.
  3. Enable the Immutable toggle to prevent overrides at a location or workstation.
  4. Click Save Changes. For more information about when changes take effect, see Inheritance.

Activate a parameter

New parameters are deactivated by default. To activate a parameter, follow these steps:

  1. In the InStore Center, select Parameters.
  2. Click the edit icon next to the parameter set you want to modify.
  3. In the Parameter Values pane, click Add Parameter.
  4. On the Select Parameters page, move the selected parameters to the right and click Add Parameter(s).
  5. Click SAVE CHANGES.
  6. Set the parameter to the value you want and save it.

Delete parameters or parameter sets

You can delete parameters from a set, which creates a new version of the set:

  1. In the InStore Center, select Parameters.
  2. On the Parameter Sets page, find the set you want to edit and click Edit in the Actions column.
  3. In the Parameters pane, find the parameter and click Delete in the Actions column.
  4. Confirm the deletion.
To delete a parameter set, which marks all versions as Deleted in Parameter history, complete the following steps:
  1. In the InStore Center navigation menu, select Parameters.
  2. On the Parameter Sets page, find the set you want to delete and click Delete in the Actions column.
  • Do not delete your global fallback set without a replacement.
  • If you delete one parameter set, all parameter sets with the same name are deleted.