Business Process Forms, Managers Attributes, and Shell Dashboards - User Interface
Unifier has undergone significant changes in the overall user interaction in the Business Process forms, various Logs, Cost Sheet, and so on. These changes were focused on the user interface (UI) and a few structural changes related to the user interaction. Many changes were rolled out in phase throughout 2018. In November of 2019, the Classic View of the business process forms, managers attributes, and shell dashboards was replaced with the Standard View. There were other functional improvements made as a result of the UI improvements, such as type-ahead, auto-fill in pickers, tooltips, and so on. Those improvements have been covered in pertinent user documents.
Note: The images marked "New View" do not necessarily show the latest UI.
The redesigned business process user interface allows you to:
View, edit, and manage all relevant details within a single form.
- Access record details with limited pop-up and clicks.
- See only relevant, context-sensitive menu, and toolbar functions.
- Use the enhanced form layout to navigate, expand, and collapse field blocks.
- Create, enter, and update record data and line items in one place.
- Navigate easily between tabs to complete the main and line item forms.
- Add and view attachments in one place.
- Route workflows with minimized alerts and errors.
- Use enhanced field interaction in text boxes, pickers, and data pickers.
Note: This updated version does not impact the fundamental ways in which a business process, manager attributes, or shell dashboards are created in the newer User Interface.
The following describes the business process types that are not supported in the new User Interface and will continue to be shown in Classic View:
- Resource, which includes Resource Booking
- Resource, which includes Time Sheet
- Schedule Manager, which includes Custom Calendars
- Schedule Manager, which includes Schedule Sheets
The following describes the business process types and sub-types that support the newer UI:
- Cost
- Line Items with CBS codes
- Line Items with Fund codes
- Line Items with CBS and Fund codes
- Commit at Company Level
- Line Items with Company Accounts Code
- Line Items with Multiple Codes
- Document
- With Folder Structure
- Without Folder Structure
- Line Item
- Line Item (Generic)
- Line item to filter Company Business Process Records
- Preventive Maintenance
- Simple
- RFB
- Generic
- Line Items with CBS Codes
- Line Items with Generic Cost manager
- Project/Shell Creation
- Project/Shell Creation - Simple
- Project/Shell Creation - Line Item
- Text
In This Section
Classic View User Interface Features Not Supported in Standard View
Classic View and Standard View Labels
Classic View and Standard View Tabs, Menus, and Actions
Classic View and Standard View Functions
Last Published Wednesday, July 2, 2025