1.1 Objects & Relations

The following functionalities are available in the Objects & Relations module:

To view a newly created object, simply click the refresh button on the object listing page. This will update the page and show the newly added object.

The object listing includes a search bar that enables easy searching and locating of specific objects. Simply enter the relevant keywords or criteria in the search bar to quickly find the desired object.

To create a new object, click on the "Add New Object" button, and then fill in all the required fields such as Unique Name and Description. Finally, click the "Submit" button to save the object.
Upon successfully submitting the object, a confirmation message will be displayed, indicating that the object has been added successfully.

When editing the object, you have the ability to modify various details such as the Description, Publish Status, Icon Base64, Enable workflow and approval. There is a toggle button that, when enabled, displays the workflow list on the records page. You can also select a workflow status from a picklist and set a Default Workflow Status. Additionally, you can enable PDF generation and define fields to make them visible on the Edit View Layout page as well as on the records page. After making the desired changes, simply click the "Save" button to apply them. A confirmation message, such as "Object updated successfully," will be displayed.
If you wish to return to the object listing page, you can easily do so by using the "Back" button.

This allows you to choose the layout for the fields that will be used in the "Edit Fields" action.

Clicking on the "Delete" action will prompt a dialog box asking, "Are you sure? You won't be able to revert this!" with two buttons: "Yes, Delete It!" and "Cancel". Choosing "Yes, Delete It!" will delete the selected object, and the object listing page will automatically refresh.

Should we enable the workflow and progress indicator? It will be displayed on the record page.

Last updated 2 years ago