Create or Edit Images for Visualizations in Projects/Shells

Create or edit Images content items for visualizations and Shell landing pages in a project or shell in Admin mode.

To create or update an Images content item in a project or shell (Admin mode):

Prerequisites

• You have Project or Shell Administration privileges.
• You have access to visualizations in the specific project or shell.

You have Project or Shell Administration privileges, and access to visualizations in the specific project or shell.

Procedure

1. Sign in to Unifier with project/shell administration credentials.
2. Select the specific project/shell tab, and switch to Admin mode.
   For example, select a tab called Vision Corporation.
3. In the left Navigator, select Setup, and then select Visualizations.
4. In the Visualizations log, perform one of the following actions:
   • To create a visualization, select Create, and complete these steps in the Create Visualization drawer:
     1. In the Name field, enter a descriptive name for the visualization.
     2. (Optional) In the Description field, enter a short description of the visualization.
     3. From the Location list, select where the visualization appears in the left Navigator.

        For example, select Document Issues to display the Visualizations node under the Document Issues business process (BP) in User mode.

        If you do not specify a location, the visualization appears in the Visualizations node of the project or shell in User mode.

     4. From the Data Rollup list, select one of these options:
        • Current Shell Only (Default): Includes data only from the current project or shell.
        • Current Shell and Sub Shells: Includes data from the current shell and its sub-shells.
        • Sub Shells Only: Includes data from the sub-shells, but not from the current shell.
        • Query-based Shells: Includes data only from projects or shells that satisfy the configured query conditions. For more information, see Configure Query-Based Rollup for a Visualization.
     5. Select Continue.

        Note:

        To stop creating the visualization at any step, select Cancel.
     6. In the Choose layout to start drawer, select a layout for the visualization.
     7. On the blank layout page, select Library.
   • To edit a visualization, select the visualization in the Visualizations log, select Edit, and then select Library.
5. In the Content tab of the Library drawer, perform one of the following actions:
   • To create an Images content item, select Create.
   • To update an Images content item, search and select the content item.
6. Specify or update the Images content item information:
   1. From the View Type list, select Images.
   2. In the Name field, enter a name for the Images content item.
   3. Optional: In the Description field, enter a short description of the Images content item.
   4. Optional: In the Shell Images Folder Location field, edit the default path configured in the Company Settings page.
   5. From the Sorting Options list, select Latest Uploaded or First Uploaded.
   6. Modify the selections as needed.
7. Save the Images content item:
   • If you created the content item, select Create.
   • If you edited the content item, select Update.
8. On the Edit page, select Save to save the visualization with the created or edited content.

The Images content item appears in the content Library for use in project or shell visualizations.