Single Instance Shells

The components for the Single Instance Shells can be selected and included in the component list required for creating configuration packages. The selected components for the Single Instance Shells overwrites, or gets inserted, in the destination environment.

Note: The Replace in Destination option is not available for components in this node, as all components will be overwritten.

The Single Instance Shells displays the available shells for selection. You must select a shell from the Single Instance Shells before selecting the following sub-nodes:

The components are grouped based on the shell template that you have selected. The following explains each component under Components:

Access Control

The Single Instance Shells Access Control permissions can be selected and included in the component list required for creating configuration packages. The selected Single Instance Shells Access Control permissions overwrite, or insert, permissions related to groups in the destination environment.

Displays the Single Instance Shells Access Control permissions available for selection. The grouping, by headers, are as follows:

The following columns are available:

The log is sorted by default on the "Module" column and you can sort the other columns.

For static modules, there are no error check performed during component analysis. For dynamic modules (such as BP setup in Admin mode access or Data Cubes as non navigational nodes in User mode access), if the user selects modules dependent on components which have not been selected, when the component analysis is performed, the system displays a message indicating that the dependent object have not been selected, but the permissions have been selected.

Upon a successful import, the system updates the permissions for the selected modules. If the permissions (transferred as a part of the configuration package for dynamic modules) do not have the dependent components in the destination environment, and the configuration package, then the permissions will not be imported into the destination environment, and the system displays a message; however, if the dependent components are present in the destination environment, then the system updates the permissions,when imported successfully. By default, for "creator users," the permissions will be set to the "importer user" upon the configuration package creation, and in the destination.

Setup

Displays the Single Instance Shell Setup available for selection. The grouping, by headers, are as follows:

The following columns are available:

The log is sorted by default on the "Name" column and you can sort the other columns.

Rules

Displays the Single Instance Shells Rules available for selection. The following columns are available:

The log is sorted by default on the "Name" column and you can sort the other columns.

User Defined Reports

Displays the Single Instance Shells UDRs available for selection. The following columns are available:

The log is sorted by default on the "Name" column and you can sort the other columns.

Note: Based on the Single Instance Shells selected, only the components related to the selected Single Instance Shells are displayed and available for selection. If you deselect a previously selected Single Instance Shells, the components of the deselected Single Instance Shells do not display; however, if you select the deselected Single Instance Shells, then the components are displayed.

Defining Shell-Specific Custom Print Templates for Business Processes

In addition to editing shells that you have permissions for, you can view all Custom Print Templates and define them at the shell level. Once you choose a shell template in the Company Workspace tab, you must select the Details icon in the upper-right corner of the dashboard. In the Details window, a Custom Print Template tab is available.

The Custom Print Template tab contains a short description detailing its functionality and an Add Selective Custom Print Templates checkbox. The checkbox is unchecked by default, which means every template that is available for BPs is available at run-time. If the checkbox is checked, then only the selected templates are available at run-time.

Note: For further explanation of the checkbox, hover your cursor over the Question Mark icon next to the checkbox.

Upon checking the checkbox, a grid is displayed with Add Custom Print Template and Find on Page options. When you select Add Custom Print Template, a new window is displayed where you can select a Business Process from the dropdown.

After you choose a BP, you can select the custom print templates that you want to add in the shell. The options for custom templates include all Published and Legacy templates.

Once you select one or more templates, you can add them to the Selected Items list by clicking the Right arrow. If you want to remove a template from the list, select the template and click the Left arrow. After selecting Save, the Add Custom Print Template window is closed and the chosen templates are displayed in the previous grid.

To delete a newly added template, select the Trash Bin icon in the far right column of the grid. To find a specific template, select the Find on Page option.


Last Published Monday, August 28, 2023