Designing a Form

All Unifier components (business processes, shells, managers, asset classes, plans, and so on) are presented to the user as forms. In the application, these forms drive the business processes and contribute most of the data that will be used. Forms differ according to their purpose. Most forms will become attached to the steps in a workflow; others define and create components such as asset classes, plans, resources, shells, and managers.

For most business processes, forms will become attached to the steps in a workflow for the purpose of exchanging information. As part of the workflow, users will use these forms to collaborate as a team to complete the business process. The users will fill in the workflows with the "who, what, where, and when" information, as well as other information they will need to run the project—to maintain action items, manage document archiving, track workflow tasks and milestones, communicate and collaborate with project team members, and generate project reports. The form you create in uDesigner is what the user will use in Unifier.

How your design in uDesigner looks in Unifier. The values that you put in uDesigner fields will directly correspond to form fields in Unifier.

In This Section

Design Approach for a Workflow Business Process

Overall Steps in Designing a Form

About Business Process Forms

About Upper Forms

About Detail Form

Action Forms and View Forms

Designing an Upper Form

Creating Templates for Upper Forms

Adding Blocks to a Form

Upper Form Options

Copying Upper Forms

Modifying Blocks

Designing Detail Form

Moving or Deleting Blocks

Adding Fields to the Form

Adding a Response List to a Text Business Process

Adding a Text Entry Area to a Form

Adding a Reference Process to Auto-Populate Data

Auto-populate on Payment Application from a Base Commits BP

Auto-populate on Payment Application from a Change Commit BP

Auto-Populate Scheduled Value and Commit Remaining Balance in Change Commits and General Spends

Auto-Creating a Record or Line Item from a Form

Designing a Bid Comparison Sheet for an RFB

Saving a Version of a Design

Restoring a Version of a Design

Adding Mobile Data Elements



Last Published Monday, June 3, 2024