Setting up the Code and Records-based Configurable Manager

Configurable manager, as well as classes, forms, and corresponding logs are designed in uDesigner (Configurable Modules) and deployed to Unifier. You must also define the business processes that work with the configurable manager.

Note: Assign a specific name for the configurable manager in uDesigner. The generic term used in the instructions is configurable manager.

Step 1: Design Code and Records-based configurable manager in uDesigner (Configurable Modules).

Step 2: Setup the Business Process Data elements under the Options tab and deploy the manager. After the manager has been deployed, classes can be designed and deployed.

Step 3 Set permissions.

Step 4: Configure the code and records-based manager.

Step 5: Set the template administration permissions.

Step 6: Create template sheets and add columns.

Step 7: Set permissions for the user.