Define Basic Business Object Properties

Use the Business Object Properties window to define basic properties for a CSM Business Object. When you create a CSM Business Object, the Business Object Properties window opens, where you define:

• General properties: Name, description, Public ID, Object type, tracking options, menus and shortcut keys, and various options for defining a Business Object's behavior and where it appears in CSM.
• Process and Procedure Help: Information (ex: Definition and purpose of the Business Object) that is displayed to Users who work with the Business Object.
• Group properties: Options for making the Business Object part of a Group. This page is only available when you create a Business Object or edit a Group Object.

  Note: The Business Object Properties window is available in the Business Object Editor (accessed from within the Object Manager in a Blueprint).

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.

To define basic Business Object properties:

1. Open the Business Object Properties window:
   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      Note: If working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

   2. In the Object Manager, click (New Object) in the Object tree, and then click the New Business Object task in the Structure area.

      Note: If working on an existing Business Object, open the Business Object Editor for that Business Object, and then click the Bus Ob Properties button.

      To open the Business Object Editor:

      1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

         Note: If working on a saved Blueprint, open the existing Blueprint.

         The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

      2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Business Object task in the Structure area (or double-click a Business Object in the Object tree).

         The Business Object Editor opens.

         Tip: You can also click the Edit Business Object button on the Blueprint Editor Toolbar to open the Business Object Editor.

      The Business Object Properties window opens.

2. Define basic properties for the Business Object:
   1. Define general properties.
   2. Define process and procedure help.
   3. Define Group properties.
3. Click OK.

   The Business Object Editor opens, and then add, edit, and delete Fields, or define additional Business Object properties.

4. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

   Note: Before publishing a Blueprint that contains Business Objects, ensure that each Business Object has at least one Form and one Grid defined and that all of the appropriate Fields have been created.