System Administrator Scenarios › How to Create a Custom Object

How to Create a Custom Object

Create a custom object in Studio to define the attributes or fields that make up your configured version of CA Clarity PPM pages.

The product provides default objects that are available for you to use. Use the default objects with no changes, or create custom objects and subobjects to create and manage information for your specific business needs.

Example: Project Retrospective Summary Report

In this example, project managers at Forward, Inc. provide a retrospective summary report to upper management at the end of a product release cycle. To gather project information for this report, the project managers use a retrospective form that the project participants complete. To help the project managers create and manage the retrospectives in the product, the system administrator sets up the following framework in Studio:

• A master object named Survey with the following attributes to capture information about projects:
  • Project Name (lookup attribute)
  • Start Date and End Date (date attribute)
  • Project Manager (lookup attribute)
  • Team Members (lookup attribute)
• A subobject named Retrospective with Survey as its parent object and the following attributes:
  • What Went Well (string attribute)
  • Areas for Improvement (string attribute)

The following diagram describes how a system administrator creates a custom object:

Perform these steps to create a custom object:

1. Review the Prerequisites.
2. Create an Object.
3. Create Attributes:
   • Create an Attachment Attribute.
   • Create a Boolean Attribute.
   • Create a Calculated Attribute.
   • Create a Date Attribute.
   • Create a Formula Attribute.
   • Create a Single Value Lookup Attribute.
   • Create a Multi Valued Lookup Attribute.
   • Create a Money Attribute.
   • Create a Number Attribute.
   • Create a Parameterized Lookup Attribute.
   • Create a String Attribute.
   • Create a Time-varying Attribute.
   • Create a URL Link Attribute.
4. Add Attributes to the Object Properties View.
5. Add Attributes to the Object List Filter View.
6. Add Attributes to the Object List Column View.
7. Grant Access to the Object.
8. Add a Menu Page Link for the Object.

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