Create or Edit Images for Visualizations in Projects/Shells

You can create or edit images that can be used in visualizations, or Project and Shell Landing pages.

Prerequisite

You have the Manage Content permission to perform this task.

Note:

A local copy of the image is created for the project or shell. This content item can be used only in the current project or shell.

Procedure

To add or edit an Images content item for a shell landing page in 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

    If configured, access the Visualizations log from a business process log as follows:

    1. In the left Navigator, select Logs
    2. Select a specific business process, such as Contracts.
    3. From the Visualization list, just below the User mode indicator, select a visualization.
  4. In the Visualizations log (right pane), select a visualization, and then select Edit.
  5. On the Edit page, select Edit "", and then perform any of the following actions:
    • To create an Images content item, in the Library drawer, select the Content tab, and then select Create.
    • To edit an Images content item in the visualization layout, from the More Actions menu …, select Edit Properties.
  6. Enter or update the following information:
    1. From the View Type list, select Images.
    2. In the Name field, enter a name for the image.
    3. Optional: In the Description field, enter a short description of the image.
      The Shell Images Folder Location field displays the default configured path originally set in the Company Settings page by your Company Administrator.
    4. From the Sorting Options list, select the sort order. Choices include Latest Uploaded or First Uploaded.
    5. Make changes as needed to refine your selections.
    6. After making all changes, perform any of the following actions:
      • To confirm all changes, select Create.
      • To confirm all the changes made to the edited content item, select Update.
  7. On the Edit page, select Save.
If created, the Images content item is available in the visualizations content library. If edited, the updated Images content item displays in the visualization, or in the Project or Shell Landing page.