Objects
- [Object Values] Populating the object with data
- [Object Attributes] Adding custom attributes or properties to objects
- [Object Structures] Grouping and structuring object values in hierarchies
An object is a definition of a business dimension, like ‘Customer’ or ‘Departments’. The object is later populated with ‘object values’ (see Object Values).
Access Objects by selecting Client administration > Objects > Objects.
To define a new Object, select the New button or the Create new object link at the top of the screen.
Below is a list of Object fields:
Field | Description | Example | Note |
|---|---|---|---|
Object ID | The unique identifier the object. | CUST | Use capital letters. Keep short. No spaces or strange characters. |
Description | The description of the object. | Customer | |
Default access code | Defines the default access code for the object. Governs if users should have read/write access, read access, or no access by default. |
|
|
Valid from - to | Not in use. | ||
Active | Defines if the object is active or not. | Active | Object must be active in order to use it in application.
|
Use in workflow | Defines if the object should be possible to use as the basis to create workflow structures | ||
Derive object values from | Defines if the object-values for this object should be derived from another client |
Additional Information
Use in workflow – To be able to use the object as the foundation for a workflow structure, the object must be defined the ‘Use in workflow’ property as TRUE. This will result in two things:
- The form to edit object values will have two automatically generated attribute columns (Doer and Responsible).
- The object will be available when defining a workflow.
Derive object values from - Makes it possible to derive object values from another client. An example can be a scenario with a master client containing master objects, such as a master chart of account. This chart of account should be used in all sub-clients. If an object is created in the sub-client with the same Object ID as the object has in the master client, then it is possible to derive values from the master client and object trees if both parent object and child object have the same IDs as in master client.