Updating Shell Templates

You (the Administrator) can create or update Unifier Shell Templates components from another Shell Template.

Within a shell template, you can use the Update Shell Templates (toolbar option) and push the shell template data from source shell template to destination shell template or shell templates of the same shell type for the following modules:

The following topics explain the details.

See Also

Setting up Shells

Importing Shells

Setting Permissions to Configure Shell Types in the Shell Manager

Configuring Shells

Update generic cost sheet columns and rows

Configuring Shell Manager Configuration Package

Setting Permissions to Administer Shell Templates

Accessing a Created Shell Template

Setting Permissions to Create or Modify Shell Instances

Creating a Shell

Integration Tab

Managing Shells

Packaging Single Instance Shells

Updating Shells

Setting Up View Forms in Shell Attributes

In This Section

Access Control

Business Process and Workflow Setups

Gates

Dashboards

Rules

Cash Flow

Commitment Funding Sheet

Document Manager

General Spends (SOV Structure)

Payment Applications (SOV Structure)

Summary Payment Applications (SOV Structure)

Reports (User-Defined Reports)



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Last Published Tuesday, April 1, 2025