# Operator retraining brief (CBX 4)

> A focused checklist of the concrete admin changes staff need to be walked through after upgrading — what moved, what a word now means, and what behaves diffe…

Source: CBX documentation, version 3.x (released). Canonical page: https://docs.configbox.at/docs/migration-to-cb4/operators-what-changed. Last updated 2026-08-01.

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A focused checklist of the **concrete** admin changes staff need to be walked through after upgrading —
what moved, what a word now means, and what behaves differently. Use it as a training script. Companion:
the higher-level [whats-new-for-operators.md](https://docs.configbox.at/docs/migration-to-cb4/whats-new-for-operators).

Only two things actually change in day-to-day use: **how you edit answers**, and **dark mode**. Everything
else is unchanged.

---

## 1. Editing answers (the one workflow change)

### What went away
- The **"Options"** item in the CBX admin menu is **gone**. There is no separate global-option
  library screen any more.
- The **"assign an existing option"** / **"Reused Answer"** step when adding an answer is gone. You no
  longer pick from a shared list; you just create the answer.
- The concept of **one option shared across several questions** no longer exists.

### What it is now
- Open a **question** and edit its **Answers** directly. That single editor holds everything about the
  answer: its **title/description** (per language), **price / SKU / weight**, **availability**, **image**,
  **rule**, **calculations**, and any **custom fields** — all in one form (grouped into collapsible
  sections).
- Every answer is **independent**. Editing an answer's title or price changes **only that answer**.

### The behaviour change to call out in training
> In CBX 3, if the same option was used in several questions, editing it changed it **everywhere**.
> In CBX 4 there is no shared option — each answer stands alone. If, before the upgrade, you relied on
> "edit once, change everywhere," you now edit each answer. (The upgrade splits each shared option into
> separate answers as part of the migration, so your existing products look and price exactly the same
> afterwards — see the developer note on migration status in the
> [answers-collapse deep dive](https://docs.configbox.at/docs/migration-to-cb4/answers-collapse-deep-dive).)

### Terminology to relearn
| You used to say / see | Now |
|---|---|
| "Option" (the reusable thing in the Options library) | just an **Answer**, owned by its question |
| "Assign an option to this question" / "Reused Answer" | "Add an answer" (no assigning step) |
| "Global custom fields" (on the option) vs "answer custom fields" | one set of custom fields on the answer |
| The **"Elements"** list screen / title (the questions list) | now consistently labelled **"Questions"** — same screen, just the name the UI always used elsewhere. Nothing about editing it changes. |

**Nothing about the customer-facing store changes** — shoppers see the same questions, answers, prices and
carts as before.

---

## 2. Dark mode

- CBX's admin screens now follow your **Joomla administrator template** colour setting
  (light / dark / auto). If your Joomla admin is set to dark or "auto", CBX goes dark too.
- To change it: it's the **Joomla** administrator template setting (Templates → your admin template →
  Colour scheme), not a CBX setting.
- Purely visual — **no screen, field, or button behaves differently** in dark mode. If a screen looks
  wrong in dark on your site, it's usually **custom CSS** your integrator added that hasn't been updated for
  dark yet — flag it to them (they have a docs section for it).

---

## 3. Customer fields: "Delivery" is now "Shipping", and email/invoice placeholders have new names

- Everywhere the customer/address screens said **"Delivery ..."** they now say **"Shipping ..."**
  (Customer Fields settings, customer edit form, order views). Same fields, same behaviour — only the word
  changed, and "ZIP Code" is now "Postal Code".
- **The `{...}` placeholders in notification and invoice texts have new names** — e.g.
  `{billingfirstname}` is now `{billing_first_name}`, `{country}` is `{shipping_country_name}`,
  `{vatin}` is `{vat_number}`. **Your existing saved texts were converted automatically** during the
  upgrade — nothing to fix. But anyone who types placeholders from memory, or pastes from an old internal
  snippet document, must use the new names from now on: the old ones are dead and will print literally.
  The current list is shown next to the text fields as before.

## 4. Nothing else to relearn

Building products, pages and questions; calculations; rules; taking and managing orders; customers;
currencies, tax, shipping and payment setup; reviews; notifications; the dashboard — **all identical** to
before. Existing products, carts and orders are unaffected.

## Training checklist

- [ ] Show that the **Options** menu item is gone and answers are edited inside a question.
- [ ] Create a new answer end-to-end (title in each language, price, SKU, availability, image).
- [ ] Explain **"answers are independent now"** and the edit-each-not-edit-once change.
- [ ] Confirm existing products/prices are unchanged after the upgrade.
- [ ] Show how to toggle admin light/dark (Joomla template setting) and confirm CBX follows.
- [ ] Point out "Delivery" → "Shipping" wording on the customer screens.
- [ ] Update any internal snippet docs with the new `{placeholder}` names; confirm saved
      notification/invoice texts were converted by the upgrade.