Onboarding Multiple Objects Using Web UI Screens

Onboarding multiple objects using Web UI Mass Creation components requires designers to configure a screen and a widget.

Prerequisites

Detailed configuration instructions are provided in separate topics of the Web User Interfaces documentation:

  • Configuring a Mass Creation Screen (here)
  • Mass Creation Widget (here)

Additionally, end users must have the necessary privileges to create and onboard objects in STEP as well as have access to selected parts of the Tree hierarchy (e.g., the product hierarchy). For more information about privileges and user setup, refer to the Users and Groups section (here) and Adding User Privileges for a Group section (here) of the System Setup documentation.

Mass Creation Screen

The Mass Creation screen is used to set up multiple Product, Entity, and Classification objects in STEP and initiate them into STEP workflow simultaneously. Using Web UI screens to onboard multiple objects into STEP provides an alternative to using more complex import methods such as Smartsheets.

Mass Creation Widget

The Mass Creation homepage widget should be configured as the entry point to a Mass Creation screen. Admin users can set the static root nodes that limit what an end user has access to when onboarding objects. If a STEP hierarchy is extensive, this is particularly useful if an end user should focus on one product category and not another one.

Multiple widgets and screens can be set up to meet onboarding needs. As an example, multiple users may be onboarding products in different categories, and it would be useful to have multiple widgets set up to direct users to the applicable Mass Creation screen they should use.

For more information on using a configured Mass Creation screen and widget, refer to the Using a Mass Creation Screen and Widget section (here) of the Web User Interfaces documentation.