Importing Shells
All designs, including shell designs, are designed in uDesigner and deployed to Unifier. See Importing Configuration Packages for more information.
About importing forms that contain data pickers
Data pickers point to a data source for the records they display. A data source can be a business process, shell, space, planning item, or manager class. If the data source that the picker is pointing to is not in the system already, the application will warn you.
The business process will not operate correctly until the data source is imported.
CSV import or RESTful Services (Create Shell)
When you create a shell instance by using CSV import or RESTful Services (Create Shell), the system copies the following into the created Shell:
- The View Forms tab information from the selected shell template.
- The forms added in the shell template, along with users and groups who are part of the viewers list.
Last Published Thursday, December 14, 2023