Thursday, January 1, 2009

How to add attributes to a business item

 

Quickstart tutorial 2-How to add attributes to a business item

 

 

 

How to add attributes to a business item

Introduction

Attributes define the characteristics of your business items.

 

In a previous exercise, you created a business item template (Business Document). You will now apply that template to two of your business items so that they will inherit the attributes that you previously defined. By using the template, you do not need to re-enter the items' common attributes repeatedly.

 
At Quickstart Finance, each of your documents share some common attributes, as well as having their own unique information. You can use the Business Document template to add common characteristics to your Application and E-mail Notification business items, and then add any unique attributes that you require.
 

How to add attributes to a business item

 
To add attributes to your business items, complete the following steps below:
 

Step 1

 

  1. In the Project Tree, double-click the Application business item to open it in the definition editor.
     
  2. Click the Attributes tab
     
  3. Apply the Business Document template. This is the business item template that you created earlier in the module.
  4. To apply the template, click Browse at the top of the editor. The Select Parent Template window opens.
 
 
 

Step 2

 

  1. Select Existing template.
  2. Expand the Quickstart Finance tree until you see the Business Document template. Select the template and click OK.
  3. Notice that when you apply the Business Document template, the Business item attributes table is populated with the attributes that you defined in the template.
 
 

Step 3

 

  1. Notice that when you apply the Business Document template, the Business item attributes table is populated with the attributes that you defined in the template.
 
 

Step 4

 

  1. Click Add at the bottom of the attributes table. A new attribute appears in the list.
  2. Click the attribute Name field and type Amount Requested.
  3. Click the Type field and click the button to select a type:
  4. Click the Basic type radio button.
  5. From the menu, select Integer.
  6. Click OK.
  7. Using the same method as you used to add the Amount Requested attribute, add the following attributes with corresponding types (Name/Type):
    -Customer Name/Text
    -Has Current Loan/Boolean
  8. Save your work
 
 

Step 5

 

  1. If it is not already open, double-click the E-mail Notification business item to open it in the definition editor.
  2. Apply the Business Document template in the same way you did for the Application business item.
  3. Using the same method as you used to add attributes to the Application business item, add a Customer Name attribute with the type as Text.
  4. Click File > Save to save the E-Mail Notification business item.
 

Step 6

 

  1. If it is not already open, double-click the Funds business item to open it in the definition editor.
  2. Using the same method as you used to add attributes to the previous two business items, add a Loan Amount attribute with the type as Integer. You do not need to use the Business Document template because funds are not documents.
  3. Click File > Save to save the Funds business item.
 


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