Create or Edit Shell Details for Visualizations in Projects/Shells

To display a visualization on a Standard Project or Shell Landing page, you need to create or edit Shell Details content item in the Admin mode.

Prerequisites

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

Procedure

To create or edit a Shell Details content item for a Project or Shell Landing page (Admin mode):

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 Shell Details select Create.
   • To update Shell Details, search and select the content item.
6. Specify or update the following Shell Details information:
   1. From the View Type list, select Shell Details.
   2. In the Name field, enter or update the name for Shell Details.
   3. Optional: In the Description field, enter or update a short description about Shell Details.
   4. From the Shell Type list, select an active shell type.
   5. Create one or more groups to organize Shell Details:
      1. (Optional) In the Group Header Name field, enter or update a title for grouping relevant information.
      2. From the Select Fields list, press and hold the CTRL key while you select multiple fields to include in the group.
      3. Perform one or more of the following actions:
         • To remove a selected field, select Delete (x).
         • To reorder the fields, select Drag .
         • To create additional groups, select Add Group.
   6. Modify the selections as needed.
7. After making all changes, perform any of the following actions:
   • If you created the Shell Details, select Create, and return to the Edit page.
   • To confirm all the changes made to the edited Shell Details, select Update, and return to the Edit page.
8. On the Edit page, select Save. to update .

The visualization is created or updated with the edited content. You can now Set a Visualization as the Default Standard Project or Shell Dashboard