Create or Update Shell Details

Create or update Shell Details content items for use on Shell landing pages.

To create or update an Shell Details content item in Admin mode:

Prerequisite

You have Company Administration privileges and access to Visualizations.

Procedure

1. Sign in to Unifier with company administration credentials.
2. Go to the Company Workspace tab and switch to Admin mode.
3. In the left Navigator, select Visualizations, and then select Content.
4. In the Content log, perform one of the following actions:
   • To create a Shell Details content item, select Create.
   • To update an Shell Details content item, select an item in Draft status.
   • To update a published Shell Details content item, unpublish the item.
5. Specify or update the following information:
   1. From the View Type list, select Shell Details.
   2. b. In the Name field, enter a name for the Shell Details content item.
   3. Optional: In the Description field, enter a short description of the Shell Details content item.
   4. From the Shell Type list, select an active shell type.
   5. Create one or more groups to organize the Shell Details information:
      1. (Optional) In the Group Header Name field, enter a title for grouping relevant information.
      2. From the Select Fields list, press and hold Ctrl to select 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.
6. Perform one of the following actions and return to the Content log.
   If you created the Shell Details content item:
   • To save the content item as a draft, select Create Draft.
   • To publish the content item, select Publish.
   • To discard your changes, select Cancel.
   If you updated an unpublished Shell Details content item, or a Shell Details content item in Draft status
   • To restore the content item to its previously published state, select Restore to Published.
   • To save your changes and retain the content item in Draft status, select Update Draft.
   • To publish the content item, select Publish.
   • To discard your changes, select Cancel.

The published Shell Details content items are available to users who have Manage Content permission in the Library drawer.