Export a Business Object Schema

A Business Object Schema is a collection of meta-data that is exported from your system as a single document (.html, .rtf, .txt, or .xml) to textually expose definitions associated with a particular Business Object. Use a Business Object Schema to quickly and easily scan the characteristics of a Business Object.

To export a Schema that contains meta-data for multiple Business Objects within a Blueprint, refer to Export a Blueprint Schema.

You can export the following meta-data for a Major, Supporting, or Lookup Object:

  • Properties
  • Lifecycle
  • Fields (and Field Properties)
  • Relationships (and Relationship properties)
  • One-Step Actions
  • Approvals
  • Automation Processes

To export a Business Object Schema:

  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 Export Business Object Schema task in the Structure area.

    Export Schema to File

  3. Select the items (meta-data) to export in the Schema:
    • Business Object Properties
    • Business Object Lifecycle
    • Fields
    • Relationships
    • One-Step Actions
    • Approvals
    • Automation Processes

  4. Select OK.

  5. Provide a location, filename, and file type (.html, .rtf, .txt, or .xml) for the Schema, and then click Save.

    The selected meta-data is exported to a Schema file. You can then open and view the Business Object Schema in a viewing tool, such as Microsoft Word.