UDOs can be created to meet specific business requirements, allowing customers to create custom association objects and define the fields that should display for these custom objects.
A UDO can be associated with one or more of the following objects in the application:
UDOs can have associated attachment objects, remark objects, and other UDOs.
To add a new UDO to the Data Dictionary, follow the steps below.
Go to Admin > Data Dictionary Management - Object.
On the “Data Dictionary Object Management” page, the object grid is populated by a list of all standard and UDOs.
Click the Add New Object button.
Complete all required (*) and preferred fields and click the Save button to save the new UDO. Or, click the Cancel button to exit without saving the data.
The Data Dictionary Object Management “Add Object” page has three sections:
- Object Name - Display name for the UDO
- Display Name - Display name for the object
- Reporting Display Name – Display (column name) for the object in reporting
- Association Heading - Heading under which instances of the UDO are displayed in the associated object
- Include in Warehouse - Indicator of whether the object should be available to the data warehouse for reporting purposes
- Object Name - The Risk Assess objects with which the UDO are associated
- Tab Order - Numeric value for the order that the data field should display in the list
- Multiple - Indicator of whether the associated object cardinality is one-to-one with its parent object, or many-to-one with the parent object
- Object Name – The Risk Assess objects that are associated with the UDO
- Tab Order - Numeric value for the order the data field should display in the list
- Multiple – Indicator of whether the associated object cardinality is one-to-one with its parent object or many-to-one with the parent object
Unlike standard system objects, UDOs do not have any standard data elements under them. UDFs must be created to capture and display the data elements associated with the UDO.
- In order to be able to update values in UDOs using the UDO import, a unique key must be identified (either an existing field in the record that won’t change over time, or a reference key that is created for the UDF) by configuring one or more fields that uniquely identifies the record as “Display in Grid.”
- Display in Grid is a checkbox indicator of whether the field should be available to the Columns list on the management page for the associated object type (Inactive fields are not available for Display in Grid) for the purpose of performing a search