Setting Object Items

See Also

You can associate one item of a selected Object with an item of another Object if the Business Administrator User has created a One to One or One to Many Relationship between the two Objects. For example, a One to Many Relationship may have been created between the custom Objects 'Employee' and 'Project'. As a result of this Relationship, a tab is created in the Employee window, and a Property is created in the Properties tab of the Project window. The Relationship enables Managers to allocate multiple Projects to an Employee by adding relevant Projects in the Project tab. Managers can allocate an Employee to a Project by setting the relevant value for the Employee Property in the Properties tab of the relevant Project.

To Set Object Items

1.  In the Home Workspace, select the required Object from the Object Selector.

2.  Using the Left pane, locate and select the required Object item.

- OR -

Open the required Object item.

3.  From the Object menu, select Set, and select the required Property.

- OR -

In the Object type Property field, click or press the Spacebar.

The Set <Object> dialog box is displayed.

4.  Specify the search conditions in the Search for area, and click Search.

- OR -

Click Search without specifying search conditions to view all Object items.

- OR -

Click Advanced to search on Object Properties, and Relationships that are not available in the Search for area. Define search conditions. Click Search.

Note that you must have the Manage Filters Permission to perform an advanced search.

Object items that satisfy the defined search criteria are displayed in the Results area in the Set Object dialog box.

Note  If the Display all items by default check box is selected in the Search tab in the Options dialog box for the selected Object, the search result is displayed in the Result pane as soon as you open the Set <Object> dialog box. For information on the Display all items by default check box, see “Configuring Search Options”.

5.  Select the required Object item.

6.  Click Set.

The selected Object item is set for the current Object item.

Note  After you set an Object item through an Object item window, if you see the following string instead of the selected Object item, contact your Business Administrator User: [No value has been set for this Property.] For more information, see the topics in the Creating Relationships book in Talisma Business Administrator Help.

To Define an Advanced Search Condition

1.  In the Object column, you can select the Object with which you are currently working, a Relationship created for the selected Object, Events, or PropertyChanges. Click More to select an Object that is related to a related Object.

2.  In the Field column, select a Property. The list displayed here is based on the Object selected in the Object column.

3.  In the Operator column, select an appropriate operator.

4.  In the Value column, type or select a value.

5.  In the And/Or column, select AND to specify that the search needs to satisfy the search condition on the current row and the search conditions on the subsequent rows. Select OR to specify that the search can satisfy one or more conditions.

Repeat Steps 1 through 5, to define additional search conditions.

6.  To group or ungroup search conditions, select adjacent (use the SHIFT key) or random (use CTRL key) conditions by clicking the arrow-head on the first column of the respective conditions. Click Group/Ungroup.

7.  Click Run.

Note 

•   For all Reference Objects, a default search condition Active=Yes is set in the Advanced Search dialog box. For all Shared Reference Objects except the Document Status Type and Test Objects, an additional search condition on the Shared to Property of the Shared Reference Object is available by default. The Shared to Property is set to the value of the Campus Property of the Lead item.

For the Program Version Shared Reference Object, in addition to the search conditions on the Active and Shared to Properties, the IDs of the Program and Program Level Objects selected for the Lead are added as search conditions. Search conditions on the Program ID and Program Level ID Properties will be available only when values for the Program and Program Level fields are set for a Lead.

•   If you have used the default space available in the dialog box, you can use the scroll bar to specify additional conditions. Alternatively, you can resize the dialog box by positioning the mouse pointer at the top or bottom edge of the dialog box, and dragging it up or down when the pointer changes to a two-headed arrow.

You can also resize the dialog box horizontally by positioning the mouse pointer at the left, or right edge, and dragging it when it changes to a two-headed arrow.

The size of the resized dialog box is unique to the logged in User, and is retained across login sessions.

•   The Object column displays Events and PropertyChanges for the Object with which you are currently working.

•   You can insert a row in the Define Conditions area. To do so, right-click and select the Insert Row option from the shortcut menu.

•   You can delete a selected row in the Define Conditions area. To do so, right-click and select the Delete Row option from the shortcut menu. You can also delete a row by selecting a row and pressing the DELETE key.

•   You can copy a selected row in the Define Conditions area. To do so, right-click and select the Copy Row(s) option from the shortcut menu.

•   You can paste a copied row in the Define Conditions area. To do so, select adjacent (use the SHIFT key) or random (use CTRL key) conditions by clicking the arrow-head on the first column of the respective search conditions. Right-click and select the Paste Row(s) option from the shortcut menu.

After copying row(s), if you select an existing row, and perform the paste operation, the copied row(s) are pasted above the selected row.

Similarly, after copying row(s), if you select multiple rows, and perform the paste operation, the copied row(s) are pasted at the end of the condition list.

•   The Group option in the shortcut menu and the Group button are enabled if you have selected multiple rows. To select multiple rows, click the first column of a row, hold the CTRL key down, and select the other rows. Grouped items are indicated by a link to the left of the grouped rows. The Ungroup option in the shortcut menu and the Ungroup button are enabled when you select a grouped condition.

When you paste rows within a group, the following message is displayed to indicate that you may need to modify the logic of the group if you continue with the paste operation:

When you paste Conditions in a Group

Select Yes to proceed with the paste operation, and ensure that you check the logic of the group.

Select No if you do not want to change the existing group of conditions.

•   The More option enables you to traverse through ten Relationship levels.

•   For more information about creating Filters, see Creating a Filter.