Designing a Picker

Unifier populates most pickers with the records that you see in the logs on the right pane of the screen, and uses the layout of the headings on the logs for the layout of the picker. These logs show the records that were created, for the most part, with attribute forms. However, the following attribute forms use pickers designed specifically for them because they do not create records that will appear on logs; they exist only as part of a sheet you have designed. In these cases, you will need to design a picker in the same way you would design a log.

Fund
Account codes
Code-based managers
Generic cost managers

Each company can have only one of each of these pickers. However, you can edit these pickers as often as you want. You can design the picker so that it has a specific heading and displays the information in a specific order.

To design the picker:

Go to the Company Workspace tab and switch to Admin mode.
- For a fund picker, navigate to uDesigner > Cost Manager > [fund attribute form] > Picker.
  uDesigner automatically creates a blank picker for this. Select the name of the picker, and click Open. The Picker Design window opens.
- For an account code picker, navigate to uDesigner > Cost Manager > [account code attribute form] > Picker.
  uDesigner automatically creates a blank picker for this. Select the name of the picker, and click Open. The Picker Design window opens.
- For a configurable manager picker, navigate to uDesigner > Configurable Modules > [manager name] > [attribute form] > Picker.
  For this manager, you must launch the picker by clicking New. The Log Page Design window opens.
- For a generic cost manager picker, navigate to uDesigner > Configurable Modules > [cost manager name] > [attribute form] > Picker.
  For this manager, you must launch the picker by clicking New. The Log Page Design window opens.
To complete the picker design, follow the instructions under Designing a Log for a Manager.

Last Published Monday, June 3, 2024