User interface

When you configure a new application Aware IM provides the default interface for the users of the application. This includes the main menu with a set of generic operations allowing the users to search for business objects in the system, create new objects or documents and perform some other actions. For each of the business objects you configure Aware IM generates the default object form to allow the users to edit the object. There are several steps you can take to enhance and fine-tune the user access to the system.

First, inspect the auto-generated object forms. With very little effort you can adjust the forms by selecting the attributes to appear on forms. For complex objects with many attributes you can split the form into several sections and select the attributes for each of the sections. If you have configured processes to start operations that are applicable to particular objects, such operations will be available on the object form for the users to start, making the system easier for people to use.

The main menu of the system the users see when they log into the system can also be easily customized. You can hide the generic actions from the menu and add specific operations such as finding customers, creating accounts, registering members, etc. To initiate such specific operations you can define queries looking for particular objects matching the search criteria entered by the users. You can also attach to the menu the no-input processes, as described in the previous section, to let the user perform operations.

If you want the object information to appear differently to users of different categories you can define additional access levels and specify the information and operations available to users of each level. Aware IM will adjust object forms and the main menu accordingly. In addition, you can configure different object forms and different visual perspectives, which include the main menu and other visual settings, for different access levels. This gives you more options of controlling the way the users work with the system.