Define Additional Business Object Properties

After you define the basic properties for a Business Object, you can define some additional options and behaviors. Use the Business Object Properties window to define the following additional properties:

  • Lifecycle: Workflow states and behaviors (if applicable).
  • Search Results: Options for including the Business Object in CSM Searches (ex: Quick Search) and how to display a list of records in search results.
  • Attachment properties: What types of Attachments are allowed for the Business Object.
  • Database properties: Options for setting up a database table that represents the Business Object.
  • History properties: How to keep history records (ex: Track e-mail communication, lifecycle state changes, etc.).
  • Record Locking: Override Global Record Locking settings for the Business Object and define settings specifically for the Business Object.
  • Localization: For Lookup Business Objects, enable support for translation of Lookup values. See Enable Localization Support for a Lookup Table and Define Localization Properties for a Business Object.
  • Advanced properties: Advanced options and attributes for the Business Object.

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

Good to know:

  • The pages that are available in the Business Object Properties window vary depending on the type of Business Object (Major, Supporting, Lookup, or Group).
  • The Record Locking page only appears in the Business Object Properties window if record locking is enabled for your system.
  • You might see additional pages in the Business Object Properties window depending upon options you have configured. For example, if LDAP is configured, you will see a page for LDAP attributes that are mapped to a Business Object’s Fields. If you are sharing data with an external database, you will see an External Data page and possibly an External Search page. If you are creating or editing a Business Object within a mApp Solution, you will see a mApp Solutions page.
  • 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 additional 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.

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

      The Blueprint Editor opens, showing 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.

      The Business Object Editor opens.

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

    3. Click the Bus Ob Properties button.
  2. Define additional properties for the Business Object:

    You can also return to the basic properties you defined and edit them, if needed.

    1. Define lifecycle properties.
    2. Define search results properties.
    3. Define Attachments properties.
    4. Define database properties.
    5. Define history properties.
    6. Define record locking settings.
    7. Define advanced options.
    8. Define localization support (Lookup Business Objects only)
  3. Select OK.

    The Business Object Editor opens, where you can add, edit, and delete Fields.

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

    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.