Use the section wizard to create new custom sections or customize existing sections.
You can modify base properties of sections, pages, business rules and cases.
All changes made to the bpm’online configuration via the section wizard are saved in the package specified in the “Current package” system setting. If the package is unavailable for the current user or no package is specified in the “Current package” system setting, then bpm’online will prompt you to select another package from the list of available packages when you open the section wizard. Use the [Configuration] section to manage packages, and the– to manage system settings.
All changes made to the configuration via the section wizard, such as adding new objects or columns to the existing objects, are applied when you save them in the section wizard.
You can open the section wizard only if you have access to the [Access to “Configuration“ section] system operation.
Section wizard includes:
Section general properties page, where you can set up section title, icon, use of mini pages and other general properties of the section.
Page designer, where you can customize section record page layout: change fields and tabs, their titles, properties and position.
Mini page designer. You can set up mini pages used for adding, editing or previewing section records without opening their pages. The designer is available if mini pages are enabled on the setup page of the main section properties
Business rule configuration page, where you can set if the field is visible, required/optional, available for editing and filtering the values;
Case designer, where you can manage the dynamic processes of the section.
Business process setup page for customizing business processes that the users can run by the section records.
and are described in the “Business process setup” documentation.