The Customization vs Configuration view helps teams understand how much of their environment relies on custom code versus configuration-based changes. This insight is essential for managing upgrade risk, technical debt, and long-term platform stability.
Benefits
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- See instantly whether your instance is over-customized
- Reduce upgrade failures by keeping customization below 40%
- Identify OOTB modifications that directly threaten upgradeability
- Understand how customization trends evolve over time
Pinpoint where technical debt may be introduced through excessive scripting - Support platform governance and ensure maintainability over time
Who Can Use It? #
- Normal Users
- Customer Admins
- Project Users
Ideal for: Architects, Platform Owners, Admins
What It’s Used For
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Use this view to determine:
- How much of your instance relies on code-based customizations
- How much is built using safe configurations
- Where high-risk changes (especially OOTB edits) exist
- Whether your platform is trending toward a high-maintenance state
The more customized an instance is, the higher the cost of upgrades and long-term maintenance.
What Data You’ll See
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Instance Customization Snapshot
- Customization Ratio vs Configuration Ratio
- Benchmark comparison against the QC ecosystem
- Trend over time for customization levels
- Breakdown of changes: Customization, Configuration, Extensions
- Lines of code by type
- Grid of all modifications with filters (including OOTB edits)
Key Visuals You’ll Find
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Customization Ratio Widget
- Shows customization % (higher = harder maintenance)
- Shows configuration %
- Benchmark comparison
- Trend of customization over time
Graphs
- Changes by Type: Customization, Configuration, Extension
- Highlights critical OOTB modifications
Lines of Code by Type: How much code comes from customization vs configuration vs extensions
Grid Table
A full list of all changes made to the platform with filters for:
- Application
- CE Type
Change type (Customization, Configuration, Extension) - OOTB modification (yes/no)
- Creation and update dates
|
Feature |
Description |
Details |
|
Customization Ratio Widget |
Shows the percentage of customization (higher = harder maintenance) and configuration. |
Includes benchmark comparison and trend of customization over time. |
|
Graphs |
Visualizes changes and lines of code by type. |
Changes by Type: Customization, Configuration, Extension. Highlights critical Out-Of-The-Box (OOTB) modifications. Lines of Code by Type: Shows the amount of code from customization vs. configuration vs. extensions. |
|
Grid Table |
A full list of all changes made to the platform with filtering capabilities. |
Filters include: Application, CE Type, Change type (Customization, Configuration, Extension), OOTB modification (yes/no), and Creation and update dates. |
- Use filters like Type of change: Customization + OOTB modification: yes to find elements that impact upgradeability.
Operational Use
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Prerequisites
- The Customization vs Configuration view must be enabled
- At least one scan for the instance must be available
How to Use the View
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- Log into the Quality Clouds Portal
- Select your instance
- Go to Customization vs Configuration
- Review customization ratio, OOTB edits, and code usage
- Use filters in the grid to analyze high-risk changes
