Launching a Manager
Before the user can use a manager, you must launch that manager in uDesigner, by using an attribute form or a detail form.
An attribute form or a detail form will enable:
- You to set up the manager for proper functioning.
- The manager to collect data.
- The application to function, by arranging or assembling the needed data.
- The adjustment of data for analyses, calculations, and other tasks.
Example
- You can design a cost attribute form with fields that show additional information about a CBS code.
- You can design a fund attribute form with fields that define segments and reference fields for fund codes.
An attribute form or a detail form is:
- Different from a business process form (BP form) because an attribute form or a detail form is not attached to workflows.
- For collecting information that is not relevant to the steps in a workflow.
For a company, you can design either an attribute form or a detail form, but not both.
You must create an attribute form or a detail form and import the form to the production environment before you import any BP forms or other components; otherwise, the system uses a default attribute form for the company.
After you create an attribute form or a detail form:
- You can modify the form.
- You cannot create, or design, a new form.
The application uses an attribute form or a detail form to populate many of the pickers on BP forms. The information collected by an attribute form or a detail form is displayed to the user when the user wants to Drill Down to an item on a sheet, or to instantly shift from an overview of data to a more detailed and granular view within the same data set. For example, in an activity on a schedule sheet, or in a CBS code on a cost sheet, if you double-click the activity or CBS code from the sheet, the system opens a "properties" window which contains specific information about the activity or CBS code. This specific information in the "properties" window comes from an attribute or detail form, usually.
For example, this Resource Attribute form, designed in uDesigner ...
... appears as the General tab of the Create Resource form that an administrator uses to add a resource to the company's pool of resources ...
... which in turn, populates the resource picker with the names the user can choose from.
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Last Published Wednesday, July 2, 2025