You can use the Create option to create a code-based configurable manger sheet;
- Manually
Read the process for manually creating a sheet, below.
- From Template
This option enables you to create a configurable manager from a template. The From Template option is available only if one or more configurable manager templates are defined at Company Workspace (admin mode). If no templates are defined, then this menu option will not be available. If you do not have create permission, this option is disabled. In this scenario, you can access rows or create more rows irrespective of the way that a sheet is created, manually or by template.
you cannot modify the segment sources. Creating as sheet by way of a template enables you to access the sheet rows.
- From Shell
When you click this option, Unifier opens a window which lists all the sheets that can be copied from other shells that the administrator has created.
To create a code-based configurable manager sheet manually:
- Click Create and click Manual to open the create sheet window.
- In the Properties tab, enter the values. You can also edit existing values in the Properties tab, for example, change the Picker field value from All Records to records with their statuses set as "Active," "InActive," or both in the Records with statuses field.
The Default Filter View drop-down field does not have any values when you create a new sheet. This field has a value for an existing sheet and can be changed.
- Click the Segments tab and add segments.
You can add multiple segments by clicking the plus icon (+). When you click the plus icon (+), Unifier inserts a new row on the grid. Once you add a row, you must click the cell under the Segment Source label and select a source, which has been designed in uDesigner. You can use drag-and-drop to move the segments. To delete a segment click on the segment row and click the delete option (trash can icon). The Segments tab has a grid that is similar to the grid and fields of the Line Items in BPs.
- When finished, from the top, click Save.
Click Save on the create sheet window.