Starting a New Design (Edit Studio)
The steps involved in starting a new design differ, depending on what you are creating—a shell, manager, business process, plan, or spaces and levels. For example, for some forms, you will have the option of consolidating line items; for others, this will not be an option.
To begin a new design:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click uDesigner.
- For a new plan, click Planning Manager. The Planning Manager log opens.
- For a new business process, click Business Processes. The Business Processes log opens.
- For a shell, click Shell Manager. The Shell Manager log opens.
- For a configurable manager, click Configurable Modules. The Configurable Modules log opens.
- On the log, click:
- New and from the list, choose the business process type you want to design.
- New > Planning to start a new plan and accompanying planning sheet for the Planning Manager.
- New > Shell to start a new shell for the Shell Manager.
- New > Class to start a new class for a Code and Records-based configurable manager.
The Edit Studio window opens.
- Complete the tabs as described in the following sections.
To add a link element to a form, see Adding Link Elements to a Form.
After Starting the Design
When you have completed these initial steps in launching a new design, you can begin About Business Process Forms.
Starting a Design from an Existing Form
After a form has been created in uDesigner, you can quickly start similar form designs by copying the first one and making modifications.
To start a design from an existing form:
- On the log, select the form to copy and click New > Copy.
- Select the form from the list and click OK.
In This Section
Last Published Monday, June 3, 2024