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Difference between revisions of "Object Construction Wizard"

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m (Text replace - 'Designer > Objects' to 'File:GearIcon.png > Customization > Objects')
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# Enter the '''Object name'''
# Enter the '''Object name'''
{{:Common:Object Construction}}
{{:Common:Object Construction}}
# When done, click '''[Create]'''<br>The object is created, with the fields and relationships you specified.
When done:
# Click '''[Create]'''<br>The object is created, with the fields and relationships you specified.

Latest revision as of 01:39, 11 January 2014

GearIcon.png > Customization > Objects > New Object > Create Using Wizard

  1. Enter the Object name

Define an object:

  1. Click [Define Fields]
  2. Specify object labels:
    • Plural Label - The label used when the context is the object itself, or to the collection of records it contains
    • Singular Label - The label used when the context is a single record stored in the object
  3. For the Cases object, specify the label to use for the built-in subject and description fields (or use the defaults).
  4. Define up to 10 fields, to get started. (You can add more later.) For each field, specify:
    • Field Label - The label users will see.
    • Internal Field Name - The internal reference name. (Created for you. Modifiable, but generally best left alone.)
    • Field Type - Pick one of the many choices
  5. Follow the prompts to add additional information, depending on the field type.
  6. When done defining fields, click [Save]
For more, click [Add additional Object] and repeat the process.

Establish relationships between objects:

  1. Click [Add a Relationship]
  2. Under Relationships select the objects to fill in the blanks:
    Between __{baseObject}__ and __{relatedObject}__
  3. Specify the Relationship Type:
    • One to Many - One {baseObject} record can be related to many {relatedObject} records
      For example: One Order can have many OrderItems.
      This option adds a Lookup field to the {relatedObject} that targets the {baseObject}.
      Notes:
      • To make a One to One relationship, construct it as One to Many, and add a Unique Index to the target object to ensure that only one such record can ever exist.
      • To make a Master-Detail relationship, use the Cascade Rules to auto-delete detail records when a master record is deleted.
    • Many to Many - One {baseObject} record can be related to many {relatedObject} records, and each of the {relatedObject} records can be related to many {baseObject} records
      For example: One Order can have many Tags, and one Tag can be applied to many Orders.
The relationships cause Lookup fields to be added to the objects, with names like "related_to_X". For example, the OrderItems object will have a field named related_to_Orders.

When done:

  1. Click [Create]
    The object is created, with the fields and relationships you specified.