Configure configurable manager classes
Imported configurable manager classes are listed in the manager configuration log, with a default status of inactive.
To configure a configurable manager class
- Go to the Company Workspace tab and switch to Admin mode.
- Click Configuration > [configurable manager] in the left Navigator. The Configurable Manager log opens. The log lists the classes.
- Select a class record from the log window and click Open. The Configuration window opens.
- Complete the General tab as described in the table below.
- On the Custom Print tab, using MS Word's XML schema, you can create a customized printed output.
- To make the class active, click Active. This enables classes and sheets to be created in User Mode. The class is also available to use as a project category or shell type.
- Click OK.
In this field: | Do this: |
---|---|
Sequence Format | Define the sequence of the record numbers for records created for this class in User Mode. This is similar to business process numbering. |
Help File | You can upload a PDF file to use as a help file for the manager. |
Auto Creator | Select the auto-creator. |
Status | Activating the configuration makes the class available in User Mode and Administration Mode for creating records, sheets, and templates. |
See Also
Setting up the Code and Records-based Configurable Manager
Setting Permissions to Import Configurable Managers
Importing Code and Records-Based Configurable Managers
Deleting a Material Inventory Manager
Setting Permissions to Import Classes
Importing Classes for Code and Records-based Configurable Managers
Configure a Data Picker for the Manager
Setting Template Administration Permissions
Managing Class Template Sheets (Classic view)
Managing Class Template Sheets (Standard view)
Setting User Permissions for Code and Records-Based Managers
Last Published Monday, August 28, 2023