In a Nutshell
The Coresystems Data Model utilizes data transfer objects to exchange and store data.
With Custom Data Objects and Custom Fields you can create custom objects and fields to fit scenarios that more closely align with your own business needs, and store data in the cloud for automation, validation, dashboards and reporting purposes.
These custom objects can then be used in Business Rules create and update object actions.
|ATTENTION:||Custom object definitions created in Admin are by default NOT synced to an ERP.|
The Custom Objects Defintion screen is access at Admin > Company > Custom Object Definitions. Custom objects and custom fields are associated with a given company.
A Closer Look
Custom Data Object Defintion
A custom data object definition is where the fields/properties that define the custom object are set and managed.
|Name||The name of the property of the custom object.|
|Mandatory||On or Off. When
|Type||When adding an additional field (property) to a custom data object, you will be able to select a data type.
Options include: boolean; date; date time; integer; float; string; time; referenced object. For more information, refer to the Custom Fields.
|If the custom field has already been defined, this link will appear. By clicking on the link, the application will redirect you to the custom field definition view. If you edit the custom field definition here, it will udpdate all instances where the custom field is referenced.|
The following properties are included by default in all custom objects. These properties serve as metadata to track the creation and modification of custom data object records.
||The date/time on which the custom data object was created.|
||The person responsible for creaeting the data object record.|
||The date/time on which the custom data object was last updated.|
||The person responsible for performing the last update of the custom data object.|
Custom Field Definition
A custom field is a field/property that can be associated with either a standard data object or a custom object. The following types of fields are supported:
Custom Field Type
The following properties/field types are supported:
|Boolean||This type will evaluate the value to a boolean. For example there could be an
|Date||This data type can store a date without time and time zone information.|
|Date Time||This data type can store a combination of date and a time zone information.|
|Integer||This data type can be used to store numeric values without fractional values.|
|Float||This data type can be used to store numeric values with fractional values within a specific range.|
|String||This data type is used to store UTF-8 strings with a maximum length of 2'000'000 bytes.|
|Time||This data type can be used to store time and time zone information.|
|Referenced Object||When creating a custom property definition, you can select an object to which the custom property is related (example:
Custom Field Definition
A custom field definition will then appear as follows when viewed from the Custom Field Definitions screen:
Custom fields that have been defined can then be reutilized in another custom data object. When a custom field is updated, all instances where the custom field is referenced will also be updated.
|Name||The name of the custom field.|
|Description||The description of the custom field.|
|Mandatory||Indicator. When filled, indicates that the field is mandatory.|
|Object Type||For custom fields, this will be
|Type||The data type of the custom field (example:
Defining Custom Objects
|ATTENTION:||The name of a custom object definition must start with a CAPITAL letter and cannot contain empty spaces or special characters. In the example below, the custom object is named
Custom Objects are defined in the Define Custom Objects view. It is here where you will define the properities associated with the custom object.
When you are defining a custom object, keep in mind that you are really creating your own data transfer object (DTO). Think of the custom object you are defining as adding your own table to our data model, like the Activity Feedback DTO table below:
|activity||Identifier||Required||Activity : 13, 14, 15, 16, 17||Activity for which the feedback is provided.|
|activityCodes||List<Identifier>||Required||ActivityCode : 10, 11, 12||A set of activity codes of the target activity.|
|composedCode||String||Optional||Composed code of the target activity.|
|equipment||Identifier||Optional||Equipment : 14, 15, 16, 17, 18||Equipment linked to the performed activity.|
|externalText||String||Optional||Text block which will be printed on the service report depending on the composed code of the generated Activity Feedback.|
|internalRemarks||String||Optional||Remarks on the feedback for internal use.|
With that in mind, let’s take a look at the following custom object example. This example could be used to store the location history of a technician for route optimization purposes (Note that the default fields have been removed for brevity. These are defined above.):
Viewed in tabular format, our LocationHistory custom object would then appear as follows:
|code||String||Required||The unique code associated with a given
|dateTime||dateTime||Required||The date/time on which the location data was recorded.|
|technician||Reference Object||Person: 15, 16, 17, 18, 19||The technician from whom the location data was recorded.|
|equipment||Reference Object||Equipment : 14, 15, 16, 17, 18||Equipment is generally used in service calls and activities as the end destination. In this case, it would be the final
|latitude||Float||The latitudinal coordinates of the
|longitude||Float||The longitudinal coordinates of the
This custom object could then be leveraged in used in a report or in a business rule action.
Using Custom Objects and Fields
Custom Objects in Business Rules
|Note:||The following video tutorial shows how a custom object can be used to send a customer a quote with history.|
In the following example, when the conditions are met, a
locationHistory record is created.
In the exampe above, we define a variable for the Object
UdoMeta with a condition or WHERE clause to get the correct object definition, e.g. WHERE Clause filter by name. In this case, the name of the object definition is
Create Object Action
In this example you would complete the following:
- Set the link from
- Field Name:
- Field Value:
- Field Name:
- Define the values for the custom fields via “udf.
" (in the above example we have **udoMeta.name = "locationHistory"**).
Custom Objects / Field in Queries
Custom objects and fields can also be referenced in queries, such as the following: