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Save Recommender Settings as a Configuration

When you change recommender settings in the PoolParty Recommender Workbench, your changes are only saved in the application’s memory for the duration of the current session. They will be lost as soon as you refresh your browser or log out.

If you want to return to them after you log out or make them available to other Recommender Workbench users, you can record them into the application's database by saving them as a configuration.

Tip

You can also export the recommender settings for future import into this or another instance of the PoolParty Recommender Workbench.

Procedure. Save Recommender Settings as a New Configuration
  1. Click the gear icon

    1. on the application's landing page

      cog-icon-landing-page.png
    2. or on the page with recommendations

      cog-icon---results-page2.png

    The Settings dialog box opens.

  2. Click Save configuration.

  3. If you have edited a pre-loaded configuration, select Save as...

    save-configuration.png

    The Save as... dialog box opens.

  4. Provide a name and description of the new configuration.

  5. Confirm with Save.

    save-configuration2.png

The settings are recorded into the application's database from where they can be loaded by you or other users.

Procedure. Save Recommender Settings by Updating an Existing Configuration

If you have made changes to a pre-loaded configuration, you can update it without the need to create a new one.

  1. Click the gear icon

    1. on the application's landing page

      cog-icon-landing-page.png
    2. or on the page with recommendations

      cog-icon---results-page2.png

    The Settings dialog box opens.

  2. Click Save configuration.

  3. Select Save.

    save-configuration-4.png

    The settings are recorded into the application's database from where they can be loaded by you or other users.