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Code and Records-based Managers Log (Standard View)

Sheets

The sheets log is divided into two panes, left and right. The following explains the left pane elements of the log.

Left pane elements:

• Toolbar: Create, Find on Page, and Print

  Empty log has one option on the toolbar: Create.

  A non-empty log, in which sheets for all classes within the manager have not been created, has three options on the toolbar: Create, Find on Page, and Print.

  A log in which sheets for all classes have been created shows the options: Find on Page, Print.

• Columns: Title, Description, Class, and Last updated

Right pane elements:

This pane is blank for an empty log. When one or more sheets have been created, this pane shows a tab that captures the properties of a selected sheet.

• Properties tab
  • Title
  • Description
  • Class
  • Display Mode: To determine how the entries in a sheet are going to be displayed.
  • Default Filter View
  • Picker
• Expand toggle key

  To expand the tab window.

Class

The class log is divided into two panes, left and right. The following explains the left pane elements of the log.

Left pane elements:

• Toolbar: Create, Actions, View, Edit View, Refresh, Print, Search, Find on Page, and Help
• Column: Attachments and class-related titles

Right pane elements:

• Record Details tab which displays all the details related to the highlighted class.
• Expand toggle key: To expand the tab window.
• Tooltip: If an attribute form is present, you can hover over the question mark (?) symbol to see more information in the form of a tooltip.

You can:

• Use the Actions option to perform:
  • Import: To import a CSV file to create records in bulk.
  • Export CSV Template: Same as: Selecting Export Template, and then selecting CSV. To export a CSV template.
  • Bulk Edit: You must have permission to perform a bulk edit (similar to the same option in the non-Workflow BP record log).
• Print the log based on the current view. This would output a report similar to a UDR. You can use the print functionality to print the CM Class log. When you click Print, the system displays a Print Preview in HTML format.
• The layout of the printed information is based on the view. This means that the column order, columns displayed, applied filtering conditions, and so on will all be printed. You can print all pages.

  Note: If you select a record and the record summary is displayed, this information will not be included as part of the log print.

• Select the order of the columns in the log and define which columns must be visible.
• Sort on one or many columns within the log.
• Search the parameters displayed on the search window have all been configured in uDesigner. Search user interface and logic is similar to the search function in the non-Workflow BP record log).
• Group based on one column, or up to 3 columns, and define how the groups are sorted and how rows are sorted within the groups.
• Apply filters to individual columns.
• Lock columns so that they are fixed on the left side and the remaining columns scroll on the right side.
• The Help option to view the CM Class specific help, which has been set up by the Administrator. The tool tips for this icon are:
  • <Class Name> help
  • User Productivity Kit
• Use the gear menu ( ) for each record to:
  • Open: To open a record.
  • Copy: To copy a record.
  • Print-HTML
  • Print-PDF
  • Print-Custom

The system default for viewing Code and Records-based records is All Records. Your other options are:

• Records Created by Me
• Create New View: You can create views by clicking the Create New View option. Similar to the Tasks log view creation, the New View window has the following tabs:
  • Columns
  • Filters
  • Group By
  • Sort By
• Manage Views: Use Manage Views to manage the user-defined views and the default out-of-the-box (OOTB) views.

  Notes:

  • The system uses the Classic View of the log (of the CM class) for the view definition.
  • Certain restrictions are placed for the view options provided OOTB.

The views, based on the designs, provide the following information:

Columns: The column layout, based on the uDesigner layout.

Sort By: Based on the Sort Order, in the uDesigner Sort Order.

Find: All search parameters in the Find are in the Filter page of the view.

Navigation: Standard view does not display the navigation structure elements that are defined in uDesigner.

CM Class Record

You view the CM Class record summary from the logs.

Visibility of the panel

The Panel is displayed when you select a record.

The details in the panel are available only when a single record is selected.

When multiple records are selected, the panel displays the following content:

Details of multiple records cannot be viewed.

Content displayed in the Panel

The detail form of the CM Class attribute.

The Panel consists of one tab: Record Details.

Use maximize option to view the record details in the full screen mode. When the full screen mode is active, the screen occupies the right section. Click minimize to return to the previous screen.

The record details contain the layout, block description, and so on. This option is available in View only mode.

The picker type fields are displayed with just the values. There will be no hyperlinks. Click maximize to view this in an expanded form.

Group By row highlighted

When Group By row is highlighted, the right section does not display any details.

When you click the CM Class log, a log similar to the log of a non-Workflow BP record appears. You can double-click a record to open it. The following explains the log options.

Columns

As set of predesigned columns and labels. You can adjust the columns in the log as follows:

• Visibility: Right-click the column header and select to hide the column.
• Reposition: Drag and drop.
• Resize: The system keeps your adjustments without saving.
• Locking: Use the view option.

  Note: When you adjust the columns in the log, you modify the view settings. The system does not save your view automatically, except where it is noted. You can save the view using the "Save as" option. The application saves the column width adjustments that are made on top of the default settings (in uDesigner); however, you can change the width of a column.

The column marked with the "x" icon captures the errors if you attempt to save the grid with incorrect entries. This function is similar to the errors column in the BP Detail Form grid entry.

Row Number: This is a read-only column. This column does not have a header. As you insert new rows, delete rows, or reorders rows, the row numbers throughout the grid gets updated accordingly.

Segment Source: This is an editable, type-ahead and drop-down field. The drop-down values are the same as in the Classic View.

Delete Row: This column does not have a header. This column displays a delete icon for each row. Clicking at the icon deletes the selected row.

Drag Row: This column does not have a header. This column displays the reorder icon. You can select multiple rows and drag them to another position.

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Last Published Tuesday, April 8, 2025