OTM ships with a variety of screens for each business object — Shipment, Order Release, and others — and most of these screens can be copied and customized to show only the data elements relevant to a particular user or role. For example, a user may need …

Action Checks allow you to add custom validations on manager layouts before data is saved to the database. This is useful when a screen has conditional mandatory fields — for example, requiring either a pre-existing location XID or a full set of address …

Custom Actions allow users to trigger an agent or perform an operation directly from the OTM UI against a selected list of transactions. Smart Links are similar but operate on a single selected record and navigate the user to related data. The example …

Advanced Layouts allow you to build screens that display multiple related business objects side by side. For example, you can show shipments matching a complex saved query in one panel, and the corresponding order releases for a selected shipment in an …

Workbenches provide an easy way for users to view data across multiple object types on the same screen and load data using a default query as soon as the workbench is launched.

There are several ways to configure a workbench, but below is a simple example …