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Display and Verify Custom Object Views

To display the views that you configured for your custom object, place the custom object at an appropriate location in the Application menu. By default all custom objects are added to the Custom Objects menu item in the Application menu hierarchy.

For example, if you create a Retrospective object to capture retrospective information for projects, the object is added to the Custom Objects menu item by default. To display the views that are associated with the Retrospective object, add this object to the Portfolio Management menu item. Project managers can then view and access the Retrospective object and views from the Portfolio Management menu item in the Home menu.

Note: When you configure the views for an existing object, you do not have to complete the steps in this procedure.

Follow these steps:

  1. Open Administration, and from Studio, click Menu Manager.
  2. Click Application Menu in the list.

    The menu hierarchy appears.

  3. Scroll to the Custom Objects menu item at the bottom of the page.
  4. Select the custom object and click Move.
  5. Select the new menu item where you want to place your custom object.
  6. Click Save and Return.
  7. Open Home, and click the custom object name from the appropriate menu item. For example, from Portfolio Management, click Projects.

    Note: If you do not see your changes reflected in the menu, click Refresh.

  8. Create object instances and verify the views that you configured. For example, click New to create a project instance and verify the project view configurations.

After you display and verify all views for your custom object, the configuration of object views is complete.

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