For Re-Organizing Shells

Some companies, such as banks, that often move sites from one division, region, or market to another, need to be able to restructure the shell hierarchies in Unifier without having to re-enter a lot of information on the forms in the child shell(s). Linking data elements (fields) among the forms used in shells makes it easier for the user to rearrange shell hierarchies by automatically reflecting new field values on the child shell's forms as the shell is moved. In addition, anytime the value in a linked field changes on the parent shell's attribute form, it is immediately reflected on the child shell's forms. This feature ensures that data referenced from parent to child shells is correctly reflected in the new hierarchy so that reporting is accurate and Unifier's operation is not interrupted.

Specifically, you can link fields on a parent shell's attribute form or single-record BP to:

Linking elements in this manner is for shell movements. Using this feature, you will be creating a dynamic connection from a field on a child shell's attribute form, single-record BP, or business process form to a field on the attribute form or single-record BP of any parent shell in the hierarchy. The field on the form you are designing will automatically display the current value of the field you link it to on the parent shell's attribute form/single-record BP, regardless of where the shell is moved.



Last Published Monday, June 3, 2024