> For the complete documentation index, see [llms.txt](https://easify.gitbook.io/easify-product-options/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://easify.gitbook.io/easify-product-options/getting-started/new-option-set-editor-v3.5.md).

# \[NEW] Option Set Editor v3.5

## Overview

Meet Option Set Editor v3.5, live since ***August 6th***.

It's a complete rebuild, crafted to be faster, cleaner and far more intuitive. But here's the good news: everything you've already built is perfectly safe. No migration, no re-saving. Just a better editor waiting for you.

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F4pAdRNdO0M9NKDgGhcuv%2Foption%20set%20editor%203.5.png?alt=media&amp;token=324f21a5-4b86-43a6-b945-2f045d09a49c" alt=""><figcaption></figcaption></figure>

## What's New?

We reshaped the editor around the way you actually work. Nothing was removed, but a few settings have moved to smarter spots. This before-and-after guide is your shortcut back to muscle memory. If you know the old editor and can't find something right away, start here.

## What Hasn't Changed

Here's what you don't have to worry about:

* **Your existing option sets are untouched.** Every option, value, price, and rule you've already built works exactly as it did.
* **Your live storefront is unaffected.** Customers see the same options they saw yesterday.

Almost every feature you know is still here. What changed is where things live, not what they do.

## The New Layout

### 1. Tabs across the top

Your option set is now laid out as tabs, so you move through it in order instead of scrolling to find things:

* **Add options** — build your options, values, prices, and rules
* **Select products** — choose which products the option set applies to

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FywuD9uc5se5DknZp4B00%2Fdownload.gif?alt=media&amp;token=35e8b20d-2ef3-45c8-a31a-62d05689e4c9" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F1SwwT2tzkQ3pruvzAEcX%2Fimage.png?alt=media&amp;token=09dd34b6-28da-400b-942b-b2f10d3c7ce3" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

**Select products** is the one with big change here. It used to sit further down the page, below your options. It's now a tab of its own, so choosing products is a deliberate step rather than something easy to scroll past.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Fl4KBeh8DrFYvbu0ALYwK%2Fimage.png?alt=media&amp;token=c5da905e-23d8-4b30-8e7f-455e895f4a96" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FNj0hF1dYJHdsX7daTrQx%2Fimage.png?alt=media&amp;token=cec56c07-da37-4c9c-9586-9102faab2751" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 2. Option set name and status

Your option set's name now sits in the **centre of the top bar**, with a button next to it to enable or disable the whole set. The General Settings icon is right next to it.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F4q8RQxcAIqMmU69sDI7v%2Fimage.png?alt=media&amp;token=9ff4011e-245d-4943-bc44-ede51cb582d0" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FgdmVO4vgBd1KVcvJaO5r%2Fimage.png?alt=media&amp;token=db95f025-1f9f-4996-9d1f-f65f8842c3d5" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 3. Customer restrictions

Customer restrictions now stays in the General settings.

* Open General settings in the <i class="fa-gear">:gear:</i> icon next to the Option set status, at the top bar.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FnRIR6zvPODUFjgo3DAtS%2FThie%CC%82%CC%81t%20ke%CC%82%CC%81%20chu%CC%9Ba%20co%CC%81%20te%CC%82n.gif?alt=media&amp;token=fbc16c52-86cf-46e1-811a-5e870df76a81" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FqleOlxCNcelXZ1kXwwKs%2Fimage.png?alt=media&amp;token=ed5e492f-314d-4dbb-9f4c-28d4c744f141" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 4. Adding an option

When you add a new option, the option types are now sorted into three groups:

* **Selection** — options where the customer picks from choices you've set up
* **Inputs** — options where the customer types, uploads, or enters something
* **Layout & content** — elements that structure and explain your form

Same option types as before, just grouped so you can find the right one at a glance.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FzwTGkZPxi2DSpYdkK63K%2Fimage.png?alt=media&amp;token=2fd2a094-032d-42a3-90ef-27223e4204c2" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FULLTe5RywUcyQ79mr09I%2Fimage.png?alt=media&amp;token=ceace387-4d48-4b21-82c8-341300da9e5c" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 5. Use template

The **Add template** button is now called **Use template**.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FZM5XHCCCeLytwpg3BHlQ%2Fimage.png?alt=media&amp;token=97f32333-d5f2-4036-b6d5-ea25b8f8224b" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Fq5XrnpdyHEvGaRgTqOLt%2Fimage.png?alt=media&amp;token=82e6b6c3-ebdc-41ef-830d-7fa260e56961" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

## Basic Settings

### 1. Required option has its own spot

**Before:** the required checkbox sat directly under the option name.

**Now:** it has its own row, usually near the bottom of Basic settings — grouped with the other rules about how the option behaves rather than mixed in with its name.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F7xsIQ4RM4ijxqEYSb2Zr%2Fimage.png?alt=media&amp;token=594f68f2-2d00-4b0d-95da-fc0f215b92c0" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FqL8sooBbRnscYVc4rEsg%2Fimage.png?alt=media&amp;token=3315b811-9a3f-4cf3-aea2-143728894f2f" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 2. Default value moved out of the table

This applies to selection options — Dropdown, Radio Button, Checkbox, Color Swatch, Image Swatch, Button, and so on.

**Before:** you set the default by ticking a checkbox column inside the option value table.

**Now:** the default value sits **directly below the option value table**. Your value table stays narrower and easier to read, and it's clearer which value customers will see selected first.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FCCBXI15K6yhdiRkHtMnz%2Fimage.png?alt=media&amp;token=2f6d690b-b640-4454-b290-5b30daab8dd6" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F3GD8kignNWdHZYxPbTCF%2Fimage.png?alt=media&amp;token=2f45403e-43f2-469b-921d-702d13dff86d" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 3. One button for extra details

**Before:** each option value had a row of separate buttons — Add description & tooltip, Add discount, Add cross-product link, Add option details link.

**Now:** all of these live behind a single **Edit extra details** button in the option value table. Click it and everything for that value opens in one place.

📝 **Note:**

* Nothing was removed. Descriptions, tooltips, discounts, cross-product links, and option detail links all still work exactly as before — they're just no longer competing for space in the table.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FF9mGizVbnhijBGSzZctA%2Fimage.png?alt=media&amp;token=0b863e76-d5bf-48c4-8c49-5afa8185bd2b" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FsmmQq1ajIg19N45sWaeE%2Fimage.png?alt=media&amp;token=6492bd80-7e25-4460-bef8-ea0ae1f2438c" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

## Advanced Settings

Advanced settings kept all of its features. The changes here are almost entirely about position: settings have been regrouped so related ones sit together.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Fdkqug3ajfdSTjBeZ3muT%2Fimage.png?alt=media&amp;token=60ef7483-706c-4b3b-ba6a-dd69b8d36b32" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F2XJ7vyGTHiRWUt5gezvp%2Fimage.png?alt=media&amp;token=2e4b0527-dafa-4573-b69e-119d592ff492" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

One thing did change shape:

**Save option template** is now a **button** sticky in the footer rather than a checkbox. Instead of ticking a box and saving the option set to create a template, you click the button when you're ready.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FgeeECj0N7zM6BYYjyMF7%2Fimage.png?alt=media&amp;token=a2c2ff89-92ec-44c7-a804-0da459e24c26" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FCwthiDpDs5mfHM7r65bh%2Fimage.png?alt=media&amp;token=fc8d25c3-60a7-414f-b6fd-f9e69d99a46f" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

## Product Personalizer & Live Preview

### 1. Select background is now Set view

**Before:** background setup opened in a popup called **Select background**.

**Now:** it's called **Set view**, and it's a tab of its own at the top of the editor. The tab appears when Product Personalizer is turned on.

Everything inside it works the same way it always did — same background configuration, same settings, just more room to work in now that it isn't squeezed into a popup.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FNndZ67W9nq5UQBHqnzzw%2Fimage.png?alt=media&amp;token=806398dc-93aa-4e92-b283-63c8f9411330" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FDDgCzjaJLeRFrcTn2xrm%2Fimage.png?alt=media&amp;token=4cc66c48-aabf-432d-ba5e-2b528112e22d" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 2. Preview image upload

This is the change most likely to catch you out, so it's worth a careful look.

**Before:** the preview image was a second column in the option value table, inside Basic settings.

**Now:** it has its own dedicated upload column in the **Product Personalizer** section of the option. Open your option, switch to **Product Personalizer**, and you'll find the preview image for each value there — alongside its position settings, so you can set the image and place it in the same spot.

📝 **Note:**

* Preview images you've already uploaded are still attached to their option values. Nothing was lost and nothing needs re-uploading — just look in the new place to edit them.

{% tabs %}
{% tab title="Now" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FidQUtPz2n0NakpnMh0wU%2Fimage.png?alt=media&amp;token=deb386a8-da16-4f29-b71b-1fdd6ca350ff" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Before" %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FxqeRbBd0a3qiHOWCrfh5%2Fimage.png?alt=media&amp;token=4247e088-ca0c-4279-8a7d-dd66f27f9d8b" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

## Need Assistance?

If you can't find a setting you're looking for in the new editor, our support team is ready to help. Reach out anytime via the in-app live chat and we'll point you straight to it!
