The uDesigner module is a design tool for those customers who want to create and publish their own customized shells, managers, and business processes. The uDesigner module enables you to create your own shells and managers, and any combination of forms and workflows to automate business processes, such as funding requests, commits, spends, maintenance records, or any other process used by capital project, sustaining, or site operations personnel.
After you have created a shell, manager, business process or other entity in uDesigner, you can configure, setup, and test your designs in both the Development environment and Test environment for completeness and functionality.
The Development, or Test, environment replicates the Unifier Production environment.
Once the element has been tested and meets your requirements, it can be imported into the Unifier Production environment and used by Unifier users.
Note: The uDesigner users must be experienced in using Unifier and must have a solid understanding of business processes, forms, and workflows.
In uDesigner, you design and create the following Unifier components:
- Shells: Using attribute forms
- Managers: Using attribute forms
- Business processes: Using forms, workflows, logs, pickers, and other elements
To create shells, managers, and business processes, you must first define the following components, as needed:
- Data definitions
- Data elements
- Statuses
- Dynamic data sets
- Data pickers
Within our documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.