Create/Edit a Business Object

Use the Business Object operations within the Object Manager to create a Business Object. In the Object tree, click New Object. In the tasks list, select one of the following operations:

  • New Business Object: Opens the Business Object Properties window, and then define basic properties for a new CSM Business Object.
  • New External Business Object: Opens the External Data Wizard, and then establish a connection to an external database and create a new external Business Object for sharing data with the external database.
  • New Directory Service-mapped Business Object (only available if the directory service is configured): Opens the User Mapping Wizard to establish a directory service connection and create a CSM Business Object that is mapped to a directory service Object.
    Note: This procedure covers creating a CSM Business Object. For more information about external Business Objects and Map Customer Object to a Directory Service into Business Object, refer to their respective documentation.

Good to know:

  • Business Objects and their associated Fields, Relationships, Forms, Grids, and Form Arrangements are created, edited, and deleted within a Blueprint. To commit changes to your system, you must publish the Blueprint.
  • You can add a new Group Member to a Group Object by clicking a Group Leader in the Object tree, and then clicking the New Group Member task in the Structure area.
  • When you select an operation that creates a new Business Object, the basic properties of the new object are based on the currently selected object type. For example, if Major is selected as the object type, the new Business Object starts as a Major Object; however, this can be changed when you edit the object's properties.

When you create a CSM Business Object, you define structural properties and appearance.

Structurally, you define:

  • Business Object properties:
    • Basic Properties: General information about the Business Object. Some of this information is required, such as a name and Public ID (for Major Objects).
    • Additional Properties: Additional options and behaviors for the Business Object, such as creating lifecycle states, enabling Attachments, and defining how to track historical information.
  • Relationships: How Business Objects relate to other Business Objects so that data can be shared. Relationships are required if you want to track history or display a related Business Object on a Major Object's Form Arrangement.
  • Business Object Actions: Which Actions/One-Steps can be launched from various areas within a Business Object (ex: Menu bar, Task Pane, Action toolbar, etc.), as well as automatic Actions that are executed when a Business Object is saved.
  • Approvals: Approval support to track approval of certain actions, status changes, etc. for a Business Object.
  • Mapping options: Whether to map a new or existing Business Object to an external database so that data can be imported or linked.

For appearance, you define:

  • Forms:
    • Business Object Form: How the Business Object is displayed as a record in the interface.
    • Summary Form: A simplified version of the Business Object Form that contains only the most important Fields.
    • Mini-summary Form: A very simple version of the Business Object Form that contains only critical Fields.
      Note: Summary Forms and Mini-summary Forms are typically displayed as embedded Forms or in tabs in Form Arrangements.
    • Mobile Form: A simplified version of the Business Object Form that is optimized for use on a mobile device.

      Note: Business Objects that belong to a Portal Default View (or any custom view whose properties are set to Browser) can have the following additional Forms defined: View-Only Form and "Edit Existing" Form.

  • Grid: A tabular view of data from the Business Object.
  • Form Arrangement: A tabbed collection of child Forms/records that can be dynamically displayed on a parent Form/record to convey related information (ex: Journals or Tasks related to the parent Form/record). Only Major Objects can have Form Arrangements.
    Note: Every Business Object must have at least one defined Form and Grid, even if it is not exposed in the interface (ex: Lookup Objects are not exposed in the interface, but they are edited in Table Management, which uses Forms).

    Object Manager Home

To create a CSM Business Object:

  1. Open the Object Manager
  2. Select a Business Object View, either:
  3. Select a radio button to select an Object type (Major, Supporting, or Lookup).
    Note: Selecting an Object type filters the list of Objects in the Object Manager, and also automatically selects this type on the General page of the Business Object Properties window when creating a new Object. Select (or change) the Object type when defining general properties for the Business Object.
  4. Click (New Object) in the Object tree, and then click the New Business Object task from the Structure area.
  5. Define basic Business Object properties:
    1. Define general properties for the Business Object.
    2. Define process and procedure help.
    3. Define Group properties.
  6. Define additional Business Object properties:
    1. Define lifecycle properties.
    2. Define search results properties.
    3. Define Attachment options.
    4. Define database options.
    5. Define history options.
    6. Define record locking settings (only if record locking is enabled for your system).
    7. Define advanced properties.
  7. Create Fields.
  8. Create Relationships for the Business Object.
  9. Define Business Object Actions.
  10. Add Approval support to the Business Object.
  11. Define mapping options for sharing data with external databases:
  12. Create Forms for the Business Object (including Summary Forms, Mini-Summary Forms, Mobile Forms (if applicable), and Portal View Forms (View Only and Edit Existing)).
  13. Define Grids for the Business Object.
  14. (Major Objects only) Define a Form Arrangement for the Business Object.
  15. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

To edit a Business Object:

  1. Open a Business Object in the Object Manager.
  2. Make changes.
  3. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.
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