Create/Edit a Business Object View

Use the View Manager to create and edit a Business Object View, and to add Business Objects to a View.

Creating a Business Object View

To create a Business Object View:

  1. Open the View Manager.
  2. Click the Create New button.
  3. Define properties for the Business Object View.
    Property Description

    Name

    Provide a display name to use within CSM (search this property in CSM Item Managers).

    Description

    Provide a description to use within CSM (search this property in CSM Item Managers).

    Device

    		Select a CSM Client where the Business Objects in the View are exposed:
    • Smart Client: Makes the Business Objects in the View available in the Desktop Client.
    • Browser: Makes the Business Objects in the View available in the Browser Client.
      • For Portal: Makes the Business Objects in the View available for the Portal.

        If a custom Browser View is not available for a User, the system defaults to displaying the most appropriate Desktop Client View. Typically, creating a custom Browser View for technicians is not necessary unless Browser Users need specific behavioral or look-and-feel differences. However, creating custom Views for Portal Users is common because the behavior and look is usually completely different.

  4. Select OK.

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

Adding Business Objects to the View

To add Business Objects to a View:

  1. Select the View from the View Manager.
  2. In the Object Manager, click a Business Object in the Object tree, and then click the Add to View task in the Structure area.
  3. Select the Create Business Object with empty Forms and Grids option to create an instance of the Business Object with empty Forms and Grids. This allows you to create new Forms and Grids for the Business Object instance.
  4. Select the Copy Forms and Grids from an existing View option to copy the Forms and Grids from another Business Object View. Then, in the View drop-down, select an existing View. You can then modify the copied Forms and Grids as necessary.
  5. Select the Only copy default Forms and Grid check box to copy only the default Forms and Grids from the selected Business Object View. Any secondary Forms or Grids created in View are not copied. If any secondary Forms are referenced in sub-Forms or on tabs in a Form Arrangement, then the versions from the Default View are used instead.

  6. Select OK.

  7. Define/edit Business Object properties for the view, such as Relationships or external data connections.
  8. Add additional Business Objects to the View as needed.

Edit a Business Object View

To edit a Business Object View:

  1. Open a Business Object View in the View Manager
  2. Edit the View properties, and then click OK.
  3. Click OK in the View Manager.
  4. Make changes (add/edit/delete) to Business Objects within the View.
  5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.