To access your shell landing page (User):
- Click your shell tab to open it.
- Switch to User mode.
- Click My Dashboard and click Details to open the shell Details form.
For more information about the shell landing page, refer to the Unifier Programs, Projects, and Shells User Guide.
The shell Details form enables you to access the following tabs:
Tab | Description |
---|---|
General | This tab has the following blocks:
This tab enables you to see and set the following general information about the shell:
The fields in the General tab can be customized. You can format the columns when your Display Type is set as Table or Grid. This enables you to re-size, for example the Dashboard View Mode for the Drill-downs, and Standard, or Custom, blocks that the selected Display Type is set as Table or Grid. This is similar to the same feature available for the Business Processes log. Unifier saves your customized display automatically until it is changes by another user. You can also reorder the fields under the Detail Form Tab Name. Use the Edit Details Block option (New Standard Block window) to select fields columns (Selected Fields) by dragging and dropping the fields from the Available Fields. You can also use the deflector and collector options. This action makes the order in which the fields are displayed in the Details block of Dashboard match the order defined in the Selected Fields column in the New Standard Block window. |
Currency | In this tab, you can:
|
Images | This tab contains the following toolbars: Image (the plus "+" symbol) drop-down menu:
Help (the question mark "?" symbol) option: To access help. The tab also contains a log that lists the names of the images that you have downloaded. You can use drag-and-drop to reorder the images on the log. Use the trash-can icon to delete an image. |
Options | Enables you to see, add, and set options about the shell such as:
|
Links | Enables you to add new links and see the existing links in the shell under the following blocks on the window:
|
Calendar | Enables you to select one of the following calendar types:
|
Integration | This tab enables you to:
|
Opening records from drill-down Tables and Grid
When in a drill-down, the selected Display Type is Table, or Grid, and the Record Number is selected in the Source Group By, the Record No. turns to a hyperlink. You can click on the Record No. to open the record in a pop-up window.
Note: The linked record will only be displayed if you have View or Modify access for the BP record.
The BP records are displayed per enhanced user interface, when available and enabled. If the enhanced user interface is disabled, then the BP record opens in classic view.
The Record Number will not be a hyperlink for the following:
- When source of the selected Data Cube (in Drill-down block) is Data View.
- In the Drill-down block, when the data is selected from the Current Shell and sub-shells or from sub-shells, only.
- If the selected Data cube has multiple BPs added as the Data Source.