Designing an Advanced Log

An advanced log is available only for the Shell Manager, Planning Manager, User Administration, and for Code and Records-based configurable managers. This kind of log is designed to create a tree or hierarchy structure for the records. This tree structure makes it easier for the Unifier user to view and select records. The following illustration shows a manager class log for a parts manager that displays a tree structure created with the Navigation tab.

Data pickers on business processes will also use this advanced log to present records across a shell hierarchy, a configurable manager class, or a planning item type. Therefore, the instructions here include creating an advanced log for a shell. Because of their "nested" design, shells themselves will not display an advanced log. The log will be used to list shell BP records on data pickers.

To design an advanced log:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, do one of the following:
    • Click uDesigner > [the name of the configurable manager you want to design the log for]; then double-click the name of the code class in the right pane.
    • Click uDesigner > Shell Manager; then, in the right pane, double-click the name of the shell you want to design the log for.
    • Click uDesigner > Planning Manager; then, in the right pane, double-click the name of the planning item you want to design the log for. In the Navigator, click Planning Item.
    • Click uDesigner > User Administration; then, in the right pane, double-click the name of the attribute form you want to design the log for.
  3. In the Navigator, click Log; then click Advanced.
  4. On the right pane, click New. The Log Page Design window opens.
  5. Complete the tabs as described under Designing a Standard Log.
  6. Click the Navigation tab.

    On the Navigation tab, you specify what fields from the manager, space, or shell form you will use to make the tree structure. When the manager, space, or shell is imported into Unifier, the Unifier administrator will configure these fields with a query to extract the appropriate records from the database and display them on the picker list.

  7. On the Navigation tab, click the Add button. uDesigner opens the Add Data Element window.
  8. In the Data Element field, select the field you want to appear in the tree structure.

    uDesigner shows the label of the element in the Data Element Name field.

  9. To add another field for the tree structure, click Add; otherwise, click OK.

    The Log Page Design window displays the fields you selected for the tree structure.

  10. (Optional) If you want to rearrange the order in which these fields will appear in the tree structure, highlight the fields and use the Move Up or Move Down keys until the fields are in the order you want.

    Note: If a field in this tree structure is removed from the business process or manager's form, the Add Data Element window will show the removed field in red.


Last Published Monday, June 3, 2024