All designs, including shell designs, are designed in uDesigner and deployed to Unifier. See Importing Configuration Packages.
Note: Importing Forms that Contain Data Pickers: Data pickers point to a data source for the records they display. If that data source—the BP, shell, space, planning item, or manager class—to which the picker is pointing is not already in Unifier, you will receive a warning. The business process will not operate correctly until the data source is imported.
CSV Import or Restful Services (Create Shell)
When you create a shell instance by using CSV import or Restful Services (Create Shell), the system copies into the created Shell:
- The View Forms tab information from the selected shell template.
- The forms added in the shell template, along with users and groups who are part of the viewers list.