Object Construction Wizard
From AgileApps Support Wiki
Revision as of 01:39, 11 January 2014 by imported>Aeric
> Customization > Objects > New Object > Create Using Wizard
- Enter the Object name
Define an object:
- Click [Define Fields]
- 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
- For the Cases object, specify the label to use for the built-in subject and description fields (or use the defaults).
- 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
- Follow the prompts to add additional information, depending on the field type.
- When done defining fields, click [Save]
- For more, click [Add additional Object] and repeat the process.
Establish relationships between objects:
- Click [Add a Relationship]
- Under Relationships select the objects to fill in the blanks:
- Between __{baseObject}__ and __{relatedObject}__
- 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.
- One to Many - One {baseObject} record can be related to many {relatedObject} records
- 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:
- Click [Create]
The object is created, with the fields and relationships you specified.