For the Shell Manager

The Shell Manager uses attribute forms to define shells. In Unifier, users can create different shells, with unique names, and arrange them in a hierarchy so they can manage specific business information. Shells with the same name cannot be used in a parent-child, or a parent-grandchild arrangement.

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Shell Manager.
  3. On the right pane, click New > Shell. The Edit Studio window opens, showing the General tab.
  4. Use the information in the first table below to complete the fields on this tab.
  5. Click Apply, then click the Options tab.
  6. Use the information in the second table below to complete the fields on the Options tab.

    For information on this option and how to use it, see Adding Link Elements to a Form.

  7. Click OK. uDesigner displays the name of the shell type in the right pane.

At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.

In this field:

Do this:

Name

Enter a name for the shell; the name must be unique. Shell names can be up to 64 characters long and can include alphanumeric characters, spaces, and punctuation marks.

Description

(Optional) Enter a description of the shell. A description is optional, but recommended.

Shell Instance

Specify whether the user can create:

Multiple shells, which means the user can use this shell attribute form to create any number of shells

Single, which means the user can use this shell attribute form to create one shell
A single shell instance becomes the name of the shell node in Unifier and creates an "anchor" or "root" tab at the top of the window. The anchor tab becomes the user's access to the sub-shells in the hierarchy.

Cost Codes

Specify which type of cost manager the shell should use: CBS based (the Standard Cost Manager that is provided for projects) or Generic Cost Manager.

For an explanation of the differences between CBS and generic cost codes, see Generic Cost Manager Overview.

Enable GEO searching in FIND

Select this check box if you want the user to be able to search for a shell by address, latitude, or longitude in the Find window at runtime. The Unifier user will be able to see a map view of a shell showing pins on the map for each location of a sub-shell. This option is enabled for published designs for both business processes and shells.


Last Published Monday, June 3, 2024