Define Basic Business Object Properties

Use the Business Object Properties window to define basic properties for a CSM Business Object.

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

    The Business Object Editor opens, where you can 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.

    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.