Create a Shell by Copying a Template or Shell

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. 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. The system also copies the restrictions defined on the Record Properties tab of the Business Process setup from the selected shell or shell template to the new shell. For example, if the Record Properties tab is used to prevent users from downloading attachments, this restriction carries forward.

To create a shell from a shell template or existing shell:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Company Sponsored Shells, and then select the applicable type from the list of functional nodes.
  3. From the Create menu, select From Template or From Shell.
  4. In the Copy from Shell Template or Copy from Shell window, select the applicable template or shell.

    You can use the Search and Find on Page options to look for a specific shell or template in the list.

  5. 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.

    For more information about the modules available for selection in the type of shell you are cloning, see Shell Cloning Window Selections.

    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.

  6. After you are done select the modules to include, click Done.
  7. In the Details window, update the applicable tabs and fields.

    Most properties are copied from the original template or shell with the following exceptions:

    • Number: On the General tab, enter a Number for the shell template. If automatic numbering is specified, this field is read-only.
    • Currency: On the Currency tab, specify the Shell Currency.
    • Image: On the Options tab, specify the Shell Image (optional).
  8. When you finish completing the shell details, click Save.
  9. When the confirmation message appears, click Yes to create the shell.

Last Published Wednesday, June 26, 2024