Designing a Log for a Manager
Logs designed for managers are for two purposes:
- They provide the design for pickers. The fields you use for the log are also the fields that will appear on the picker.
Note: The following use pickers designed specifically for them because they do not use logs; their "records" exist only as part of a sheet
- Fund Attribute form
- Account Code Attribute form
- Code-Based configurable managers
- Generic Cost Manager
- They display fields from the attribute form that you want to monitor. For example, you might want a log for the Document Manager to include the names of all documents and their creators as well as their locations. For the Resource Manager, you might want the log under the Resource node to include the names of all resources and their current status.
For this reason, the attribute form you design should contain all the elements (fields) you want to see on the picker, as well as the manager's log.
There are two logs for a manager:
- One shows a list of every sheet that was created for the manager and is automatically created by Unifier.
These logs show information about the sheet, such as when it was created, who created it, its status, and the date of its last modification.
- The other one shows information about the following items that were entered in to the managers:
- Individual assets
- Documents
- Shells
- Resources
- Roles
- Planning items
- Levels
- Spaces
Whenever a user fills in an attribute form (which Unifier displays as a detail form), information about each item (asset, document, resource, and so on) will appear in the log.
For the Shell Manager, Planning Manager, and Code and Records-based Configurable Managers:
- Besides a standard log, you can design an advanced log for these managers. An advanced log is designed to create a tree or hierarchy structure for the records. This tree structure makes it easier for a user to view and select records from the log.
- An advanced log should also be designed for any manager if it contains business process records that will be displayed on a data picker or on a master BP log. For more information on data pickers, see About Data Pickers.
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Last Published Monday, June 3, 2024