For the Schedule Manager

If you have access to the Schedule Manager feature, it needs attribute forms to define the activities for a project schedule, including its start and end dates.

Note: If you do not create an attribute form for the Schedule Manager, Unifier will create a default one to designate start and end dates for the project.

For the Schedule Manager, you can also "tag" fields in order to map them to fields on business processes, shells, spaces, or configurable managers. These tags are created as part of the data structure (see Creating a Tag). When you map these tagged fields to fields on other forms, users can see schedule information without having to open the Schedule Manager.

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Schedule Manager.
  3. On the right pane, click New > Schedule Attributes. The Edit Studio window opens.
  4. Under the General tab, enter a name for the form and a description. The type is pre-populated.
  5. Click the Tags tab. Then click the Add button. The Tag Picker window opens, showing the tags that were created in the Data Structure node.
  6. Select the tag to add to the Schedule Activity Tags list, then click OK.

    When you link fields from the Schedule Manager to your Business Process form or other component, you can link the tagged fields to:

    • A shell
    • A space
    • A configurable manager
    • A business process

    See Adding Link Elements to a Form for details.

  7. Click OK to save and close the window.

    After you click OK, uDesigner displays the name of the form on the right pane and automatically creates a detail form. At this point, you can add the content to the form. For more information, see Adding Blocks to the Attribute Form and Adding Fields to the Form.


Last Published Monday, June 3, 2024