This article contains recommendations common for all developers implementing any functionality or fixing issues on the existing SimpleOne solutions.

Before you start

Before starting the development within the instance, create separate user accounts for the developers and grant them the required roles. The simultaneous work of various developers authorized under one account may lead to collisions and other adverse effects.

After creating these accounts, grant them the necessary for the development roles: admin, security_admin, impersonator.

Guidelines for managing local packages

Follow these guidelines when making out your local packs:

  • Roll up the outcome of each task into a separate configuration pack.
  • A local pack name should contain the application acronym and a short description of the task.
GoodAdding translations for all buttons on the Task table
BadLast fixes

It is a good naming practice to place a task number into the local pack name, for example: [ITSM] - Incident notification fixes - INC0001234

Use the Description field along with the Name field to ensure clarity of all the necessary information. The Name field maximum length is 80 symbols.


All configuration activities should not be performed within the default local pack.

Record policy 

After development is over, ensure that:

  1. No redundant changes were added to the local pack.
  2. No record versions have the Record Policy attribute value equal to Changed.
    1. If there are any, fix such record versions automatically using the Export → As a New Application UI action located in the hamburger menu on the top left.

When building up a local pack containing changes for any application objects provided by the vendor, do not change the Record Policy attribute value of the related record versions to Open. It may lead to the version state missing when the application update is delivered.


To avoid conflicts when updating application versions provided by the vendor, do not change the OOB-configuration. In this situation, follow the guidelines below:

  1. Clone the configuration you need to update using the Make a copy UI action (this UI action is located in the form hamburger menuon the top left).
  2. Deactivate the original configuration:
    1. Return to the form of this configuration.
    2. Unselect the Active checkbox.
    3. Click Save or Save and Exit to apply changes.
  3. Make changes to the created copy, not to the original record.

Local pack testing before implementation

Avoid configuring applications directly on a production instance when a development instance is available. Aggregate all changes to configuration packs on the development instance first. After that, deploy them on the testing instance (if you have one). Deploying to the production instance should be the last step after all the errors and collisions are solved.

This approach ensures rapid problem solutions on the development instance, without a downtime risk for a production instance.