Access a Configurable Manager (Configurable Modules)

The configurable manager modules are designed in uDesigner and configured by your company administrator.

Note: User permissions are granted per class or sheet. If you cannot view any part of the configurable manager to which you require access, contact your company administrator.

To access a configurable manager at the project level or shell level

  1. Go to your project or shell (User mode).
  2. Click Configurable Modules node to expand.

The managers reside under the Configurable Modules > [configurable manager name] in the left Navigator.

To access a configurable manager at the company level (User mode)

  1. Go to your company (Company Workspace > User mode).
  2. Click Configurable Managers to expand.
  3. Click a manager, class, or sheet sub-node to open.

To access a configurable manager at the company level (Admin mode)

  1. Go to your company (Company Workspace > Admin mode).
  2. Click Templates to expand.
  3. Click Shells or Configurable Modules node to expand.

See Also

Unifier Configurable Managers (Configurable Modules)

Code- and Record-based Configurable Managers

Code-based Configurable Managers

Reverse auto-population and Code- and Record-Based Managers

Creating Sheets and Records for a Code-and Record-based Manager (Standard View)

Creating Sheets for a Code-based Manager (Standard View)

Working with Configurable Manager Sheets (Classic View)

Working with Configurable Manager Sheets (Standard View)

Working with Configurable Manager Logs (Standard View)

Bulk Editing Configurable Manager Records

Printing a Configurable Manager Form



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Last Published Monday, April 11, 2022