Introducing Unifier uDesigner
Within our documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.
The uDesigner module is a design tool for those customers who want to create and publish their own customized shells, managers, and business processes. The uDesigner module enables you to create your own shells and managers, and any combination of forms and workflows to automate business processes, such as funding requests, commits, spends, maintenance records, or any other process used by capital project, sustaining, or site operations personnel.
After you have created a shell, manager, business process or other entity in uDesigner, you can configure, set up, and test your designs in both the Development environment and Test environment for completeness and functionality.
Note: The instructions and information presented in the documentation is based on an out-of-the-box (OOTB) setup and before being customized by the user.
The Development, or Test, environment replicates the Unifier Production environment.
After the element has been tested and meets your requirements, it can be imported into the Unifier Production environment and used by users.
Note: The uDesigner users must be experienced in using Unifier and must have a solid understanding of business processes, forms, and workflows.
In uDesigner, you design and create the following Unifier components:
- Shells: Using attribute forms
- Managers: Using attribute forms
- Business processes: Using forms, workflows, logs, pickers, and other elements
To create shells, managers, and business processes, you must first define the following components, as needed:
- Data definitions
- Data elements
- Statuses
- Dynamic data sets
- Data pickers
In This Section
Last Published Monday, June 3, 2024