You can create shells using the shell templates you created. You can also create shells by copying from existing shells. You can verify the shell properties, make changes as necessary, update status, or activate as necessary.
Note: As Shell Administrator, you can receive email notification of the successful creation of a shell. This notification can be set up in email notifications in uDesigner. Also, you can set your User Preferences to control whether you receive these notifications.
Creating a shell from a shell template or another shell, copies shell dashboards in the source template or shell to the destination shell. You can choose to copy any existing Custom Calendars from the template or from an existing shell.
To create a shell from a shell template or existing shell
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Sponsored Shells in the left Navigator.
- Select a shell name.
- Click the Copy button. The Shell Cloning window opens.
- Click the Copy From drop-down list and choose Shell to copy an existing shell, or Template to copy a shell template.
- Select a shell or template from the list and click OK.
To search for a specific shell or template in the list, click the Filter By field and select Name or Number. In the Filter For field, enter all or part of the name or number to search for and click Search.
- In the Select Modules pane, select the modules to include in the new shell. Users and Groups are selected by default and copied along with the shell properties. See Shell Cloning window selections for a discussion of the modules available for selection in the type of shell you are cloning.
Note: When you copy a shell or template, you also copy existing setups in the modules you selected. If you select BP Setup when you copy a template, you will copy any existing business process setups, including those for any single-record business processes (SRBPs). SRBP setups and record data are copied along with everything else.
- Click OK. The Shell Details window opens, displaying the shell properties.
Most properties are copied from the original template with the following exceptions:
- Number: On the General tab, enter a Shell Number
- Currency: On the Currency tab, specify the Shell Currency
- Image: On the Options tab, specify the Shell Image (optional)
- When you finish completing the shell details, click OK. Click Yes to confirm and create the new shell.