The steps involved in starting a new design differ, depending on what you are creating—a shell, manager, business process, asset class, plan, or spaces and levels. For example, for some forms, you will have the option of consolidating line items; for others, this will not be an option.
To begin a new design
- Click the Company Workspace tab and switch to Administration Mode.
- Click uDesigner in the left Navigator.
- For a new asset class, click Asset Manager. The Asset Manager log opens.
- For a new plan, click Planning Manager. The Planning Manager log opens.
- For a new business process, click Business Processes. The Business Processes log opens.
- For a shell, click Shell Manager. The Shell Manager log opens.
- For a configurable manager, click Configurable Modules. The Configurable Modules log opens.
- On the log, click:
- New and from the list, choose the business process type you want to design.
- New > Asset Class to start a new asset class for the Asset Manager.
- New > Planning to start a new plan and accompanying planning sheet for the Planning Manager.
- New > Shell to start a new shell for the Shell Manager.
- New > Class to start a new class for a code-and-record-based configurable manager.
The Edit Studio window opens.
- Complete the tabs as described in the following sections.
To add a link element to a form, see: Adding Link Elements to a Form.
After Starting the Design
When you have completed these initial steps in launching a new design, you can begin About Business Process Forms.
Starting a Design from an Existing Form
Once a form has been created in uDesigner, you can quickly start similar form designs by copying the first one and making modifications.
To start a design from an existing form
- On the log, select the form to copy and click New > Copy.
- Select the form from the list and click OK.