Create or Edit Shell Details for Visualizations in Projects/Shells

You can add shell details content that can be used in visualizations, or in Project or Shell Landing pages.

Prerequisite

You must have the Manage Content permission to perform this task.

Note:

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

Procedure

To add or edit a Shell Details content item 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, and then select a specific business process, such as Contracts.
    2. 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 a Shell Details content item, in the Library drawer, select the Content tab, and then select Create.
    • To edit a Shell Details 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 Shell Details.
    2. Optional: In the Description field, enter a short description or purpose of the Shell Details content item.
    3. From the Shell Type list, select an active shell type.
    4. Create one or more groups to organize information in Shell Details.
      1. In the Group Header Name field, enter a title for grouping relevant information.
      2. From the Select Fields list, select one or more fields to include in the group.
      3. Perform any 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.
    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 Shell Details content item is available in the visualizations content library. If edited, the updated Shell Details content item displays in the visualization or in the Project or Shell Landing page.