Creating user-defined business objects
When creating a new user-defined business object, you complete the following steps:
Step 1
Make sure that at least one status has been specified for the system business object the user-defined type will be based upon. If this is not the case, first create a status for the system business object. See Creating user statuses.
Step 2
Create the user-defined business object. (Refer to the Procedure later in this section).
Step 3
If required, specify user statuses and status transitions for the user-defined business object you have created. See Creating user statuses and Defining user status transitions.
Step 4
Before the user-defined business object can be used, you have to add it to the TSI in which you want to use it. See Adding user-defined business object to a TSI.
The following example will be used to illustrate the procedure:
Example
You want to create a user-defined business object called 'Complaint'. This user-defined business object is based on the system business object Request (sub-type of Orders).
Procedure
1. Go to the Business objects selection level, select the Orders business object - this is the highest level in the tree - and set its status to Under construction.
2. Within the Orders tree, select the system business object Requests.
3. From the System business objects action panel, click Add User-defined.
4. Fill in the name and description for the new business object and save these settings.
 | To ensure the best compatibility with other Planon functionality, BO names should only use the following characters: [a-z]-[A-Z]-[0-9] or underscore. We also strongly advise against using spaces! |
Now you can enter the translated name for the business object. This is the name end users will see. For more information on the other settings you can make on this tab, see Making General Business Object Settings.
5. In the Default status field, select a default status for the new business object.
6. Go to the Details > Status transitions.
7. From the action panel, select Add user status transition to specify an initial status for the user-defined business object.
Note that you should leave the From status field empty; in the To status field, select the default status you selected in step 6 of this procedure.
If required, specify user-defined statuses and status transitions. See Creating user statuses and Defining user status transitions.
If required, specify user-defined statuses and status transitions. See Creating user statuses and Defining user status transitions.
If you do not want to use statuses and status transitions, continue with Step 10 and 11.
8. Go to the Business objects selection level and set the status of the Orders business object to Completed.
9. Add the business object you have created to the TSI in which you want to use it. See Adding user-defined business object to a TSI.