Rearrange the Visualization Layout

You can edit visualizations by adding content items from the library onto the visualization layout and rearranging content items on the visualization layout as needed if you have Modify or Manage Content permissions to perform this task.

To rearrange visualizations in a project/shell (User mode):

  1. Sign in to Unifier with project/shell user credentials.
  2. Select the specific project/shell tab and switch to User mode. For example, select a tab called Vision Corporation.
  3. In the left Navigator, select Visualizations.

    or

    Access the Visualizations log from a business process log as follows:

    1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
    2. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
  4. In the Visualizations log (right pane), select a visualization and click Edit.
  5. In the Edit page, perform any of the following actions:
    • Click and drag a content from the Content tab of the Library to add content items in the visualization layout.
    • Click and drag a content item on the visualization layout to rearrange content items.
    • Click Refresh ( ) to update the list of content items in the Content tab.
    • Select an alternative layout from the Layout tab of the Library.
  6. Make changes as needed to refine the above selections.
  7. After populating the visualization, click Save and return to the Visualizations log.

Related Topics

Using Visualizations

Visualizations Overview

Permission-Based Visualization Tasks for Project/Shell Users

Access the Visualizations Log in a Project/Shell (User Mode)

Keyboard Navigation

Edit Visualizations in Projects/Shells



Last Published Friday, April 11, 2025