Creating a Custom Object Item

See Also

Permissions Required

The Permissions you require will depend on whether you are working with a Global, Team, or Shared custom Object. For more information about Permissions, see Global Permissions and Team Level Permissions.

Talisma enables the creation of custom Objects if the business process in your organization requires the creation of Objects other than the predefined Objects in Talisma. Custom Objects can be created in Talisma Business Administrator.

When a custom Object is created by the User with Business Administrator Permission, it is listed in the Object Selector in Talisma Client. You can create custom Object items from the relevant Object window in Talisma Client, and update its values.

Example  You are working in Travel Toes, a travel agency of great repute. You are in charge of booking tickets for the national and international travelers. Your responsibilities include recording details about the destination of customers, the class in which they want to travel, mode of payment, flight timings, and the preferred route. Your Business Administrator User has created a custom Object called Ticket. When a customer requests you to book a ticket to a particular destination, you create an instance (an item) of the Ticket custom Object, and update the following Properties: •   Destination •   Flight timings •   Class •   Route •   Mode of Payment

To Create a Custom Object Item

1.  In any Workspace, select the required custom Object from the Object Selector.

2.  If you are currently viewing the <custom Object> Table View, select New <custom Object> from the File menu.

- OR -

Open the <custom Object> window. Click the New icon.

- OR -

From the File menu of the <custom Object> window, select New <custom Object>.

- OR -

If you are currently viewing the Table View of any other Talisma Object, click next to the New icon, and select <custom Object>. The icon displayed for New depends on the graphic defined by your Business Administrator for the Object.

- OR -

From the File menu, select New, Object, <custom Object>.

The New <custom Object> window is displayed.

3.  Type a name for the <custom Object>.

4.  Specify or select the Property values for the <custom Object>.

5.  In the Properties tab, click the Team field, and select the Team in which you want to create the <custom Object>. This is a mandatory field for Team custom Objects only.

6.  Click the Share tab, and select the Teams with which you want to share the <custom Object>. This is a mandatory field for Shared custom Objects only.

7.  From the File menu, select Save.

- OR -

Click .

The <custom Object> is created.

Note  Documentation convention for custom Objects.

Documentation convention for custom Objects

In the Online Help, when the term 'custom Object' is written within angular brackets, replace the term with the custom Object with which you are working. When the term is written without angular brackets, it is used to generically refer to custom Objects.

Example 

•   Your organization has created Policy as a custom Object. When the Online Help reads "Open the <custom Object>.", you would read it as "Open the Policy".

•   When the Online Help reads "In any Workspace, select the required custom Object from the Object Selector.", it is meant to generically refer to any custom Object that may have been defined in your organization.