Maestro Screen Designer Overview

44 views November 26, 2018 July 10, 2019 0

Overview

The Screen Designer is a tool accessed over the internet that allows a Business Analyst create screens and collect requirements at the same time. Business Analysts drag and drop fields to build these screens from a predefined set of controls. They can then set Rules and Properties for the Screens and Fields using a standardized set. Changes can be added and Screens can be previewed at any time.​​

Benefits of having the Screen Designer available online are: always working with the latest version of the Designer, all your changes are stored online and can be accessed from any computer with an internet connection.

 

How to Access the Screen Designer?

Maestro is accessed via the Admin Pipe URL. There are 2 versions of Admin Pipe – UAT and PROD.
Admin Pipe PROD: https://adminpipe.ipipeline.com
Admin Pipe UAT: https://sd-uat.ipipeline.com/suppliers

The PROD version of Maestro is where you will be doing your active project work. The contents in the Admin Pipe UAT version of Maestro is a copy of the PROD Admin Pipe environment and any work done there would be overwritten daily. This is merely a sandbox environment.

To obtain access to Maestro, email Ramya Shankar and Matthew Cain. Please specify the name of the carrier you’d like access to. ​

 

1. Select Administration – Click on the Administration option to expand the list of options*

Note: The list of options may differ from the screenshot above per user.

2. Open Screen Designer – Click on the iGO Screen Designer option to access the designer.

 

Screen Designer Overview

​The first screen presented to the user is the ‘Supplier’ dashboard. This displays all available Suppliers* a user can access.​

Note: The list of available suppliers will vary per user.
For a Supplier to display at least one Product must have iGoScreenDesigner turned on in AdminPipe.

 

Once you select your Supplier you will be taken to the Product Dashboard​.

 

Screen Designer Product Dashboard

The Screen Designer dashboard lists all products with iGOScreenDesigner turned on in AdminPipe. From this screen, the following actions can take place.

1. List Manager – Click the hyperlink to access the List Manager – Create and update drop-down lists.

2. Validation Expressions – Click the hyperlink to access the Validation Expressions Manager – Create and update pattern validations that can be applied to controls.

3. Template Manager – Click the hyperlink to access the Template Manager – Update templates that can be added into project screens.​

4. Select a Product – Click a product to open the tab – the tab displays latest active versions of that product.

5. Open a Version – Click the hyperlink of the latest product version to open

6. Manage Versions – Select the 3 vertical dots to the right to manage the versions. See below for additional information about managing versions.

 

Managing Versions

Toggle to variables and roles to see other attributes.

1. Release Tab
The Releases tab displays a list of all release versions for the product. Selecting each release expands the option. Click the version hyperlink to review all the screens in that release.

2. Variables Tab
Custom variables can be created to be used in Rules (or events) actions and conditions.

Click the “+” icon to create a new variable.

Type a name for the variable into the Variable Name field and select a type (Textbox, Numberbox, or Date) from the Type dropdown.

You can delete a variable by clicking the “trash” icon.

If the variable has rule dependencies, a warning message displays to confirm the deletion.

Custom variables can be selected when configuring fields in the screen designer

3. User Data Tab
Stores data that’s relevant to the user (predefined ones are currently loaded). These variables can be used in Rules (or events) actions and conditions.

Click the “+” icon to create a new variable.

Type a name for the variable into the Variable Name field and select a type (Textbox, Numberbox, or Date) from the Type dropdown.

You can delete a variable by clicking the “trash” icon.

If the variable has rule dependencies, a warning message displays to confirm the deletion.

User Data variables can be selected when configuring fields in the screen designer

4. Roles Tab
 When electronically signing via email, each signing party is associated to a numeric Role.  These are defined on the Roles tab.

The user is able to edit Role name and Index description via inline editing. “Agent” role with index “99” is hardcoded. User cannot delete or edit.

The user is able to create a new Role from the “+” icon. If the Role or Index already exists the system will notify the user. Role name and Index are require fields.

Index range is [1-98].

When the user clicks the “Save” button, the new Role appears in the Roles tab. And user is able to use this Role in action “send_email” and condition “check_role”.

5. Version Options

a. Options for a version in “Draft” status

  • Set accepted
  • Close version
  • Download version
  • Export to .xlsx

b. Options for a version in “Accepted” Status

  • Duplicate version
  • Create new release
  • Close version
  • Download version
  • Export to .xlsx – Data can be exported from Screen Designer to a worksheet. Application populates worksheet w exporting data to specific cells. List of “Other properties” put in one cell (width, tooltip, offset, mask, defauky val and etc). In addition in the column “Other properties” name of value list for Dropdown and Radio Button control is displayed. Validation expressio displayed for added controls in format like this: validation_expression = { “E-mail”: “^\w+@\w+.\w+$”.}

 

Screens Dashboard

Once you select a product, all screens for that product display in a list (broken out by application screens and clickwrap screens)

All Screens dedicated to the Project are presented in the List View and sorted by the date they were updated.

1. View and Edit Screen Fields
Select a screen name to open the screen and edit the fields.

Note: You can preview an individual screen by clicking the Computer icon in the top right.

2. Screen Types
Displays the screen type for the associated screen. Application or Clickwrap screens for a product can be viewed at any time by toggling between the Application and Clickwrap tabs at the top.

The following screen type options are available. The screen type can be defined during the initial screen setup or edited at any time by adjusting the field.

  • Application – screen will be used only in runtime.
  • ClickWrap – screen will be used in clickwrap signature process.
  • Shared – screen will be used in runtime and clickwrap signature process.

3. Preview Product Screens

Click the computer button in the top right to see a preview of the application with completed screens.

Note: You can always come back to the edit mode to add changes. Once changes are saved, anyone with access to the Screen Designer can see the changes.

Similarly to the main Product Screens dashboard, Application and Clickwrap tabs display to toggle between.

ClickWrap Role Emulator

Role Emulator is only available for the ClickWrap tab. By navigating to the Version Preview mode, you can choose from a “View as” dropdown. Roles that display as options in this dropdown are configured within the Roles tab of the version manager.

When a role is selected, the corresponding screens and fields displayed.

4. Add a New Screen to a Product
Click the plus sign to add a new screen to the project. You are prompted to enter a screen name before the screen is created.

Note: Each screen name within a product must be unique.
5. Delete a Screen
Select the trash icon to delete a screen. A confirmation message displays before the screen is deleted.

 

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