Editing Objects and Fields in Data Dictionaries

Depending on the selected data dictionary, a business object in a data dictionary can be edited in two ways:

• Edit an object or
• Edit a field supported by an object

Editing an Object

Edit an object to update the name and description of the object, fields supported by an object, flows supported by an object or cross-reference keys of an object.

To edit an object:

1. In the sidebar, select Data Dictionary.
2. Select any of the following provider data dictionaries: Gateway, File, or Unifier.
3. Select the row listing the object you want to edit, and then select Edit... on the Data Dictionary page.

   The Object and Fields wizard displays.

4. If you edit an object in the Gateway, File, or Unifier data dictionaries, select the General step to edit the Object Name Category, and Description of the object.

   Otherwise select Next.

   Note: Select Next on each screen to advance to the next step.

5. In the Fields step, add fields, or edit current fields supported by the business object:
   1. (Required) Enter a Field Name for the new field.
   2. In the Field Type field, select the data type of the field. Choices include: Boolean, DateTime, Double, ForeignKey, Integer, and String.
   3. If you add a ForeignKey field, then select the Join to Object to join the new field with an existing object in that provider's dictionary.
   4. Select Read Only Field to indicate the field value cannot be modified.
   5. (Required) In the Description field, enter a short description of the object.
   6. Select any of the following actions:
      • Select Add to add the field to the field table.
      • Select Update to edit an existing field in the field table.
      • Select Reset to undo all the changes made in the step.
      • Select Delete to delete a field from the field table.
   7. Repeat this sequence in the Fields step to add multiple fields to a provider object.
6. If you edit an object in the Gateway, File, or Unifier data dictionaries, then select the Flow Control step. Select any of the following actions:
   • Select Add or Edit the Flow Type and Flow Direction combination to be associated with the provider object only.
   • Select Delete to delete an existing Flow Type and Flow Direction combination.
7. In the Cross Reference step, setup the cross-reference key field to be associated with the Gateway object.
   1. In the Key Field field, select the field to be used as the cross-reference key for the object in Gateway.
   2. In the Gateway Objects field, select the Gateway business object from the drop-down to map the cross-reference key of the provider object.

      Note: You can also map the provider object to a new Gateway object that has already been added using this procedure.

   3. Select any of the following actions:
      • Select Add to add the cross-reference key and Gateway object combination to the Key table.
      • Select Delete to delete a cross-reference and business object combination from the Key table.
8. In the Summary step, review a summary of all selections made.
   1. Expand each step title to review the selections made in that step.
   2. Select any of the following actions:
      • Select Back to navigate to a specific step and make changes.
      • Select Save toto confirm the changes made to the provider object.

        Note: See the Gateway Online Help for an example of editing at the object level.

Editing a Field Supported by an Object

A business object can support multiple fields. A business object can be edited to add additional fields, and edit, or delete existing fields supported by the object.

To edit a field within an object:

1. In the sidebar, select Data Dictionary.
2. Select a provider data dictionary. For example, Primavera Cloud.

   A list of objects supported in the data dictionary displays.

3. Select an object in the data dictionary. For example, Currency.

   A list of fields supported by the object displays.

4. Select Edit....

   The Object and Fields wizard displays.

5. In the General step, select Next.

   Note: Select Next on each screen to advance to the next step.

6. In the Fields step, add fields, or edit current fields supported by the object:
   1. Enter a Field Name for the new field.
   2. In the Field Type field, select the data type of the field. Choices include: Boolean, DateTime, Double, ForeignKey, Integer, and String.
   3. If you add a ForeignKey field, then select the Join to Object to join the new field with an existing object in that provider's dictionary.
   4. Select Read Only Field to indicate the field value cannot be modified.
   5. Select any of the following actions:
      • Select Add to add the field to the field table.
      • Select Reset to undo all the changes made in the step.
      • Select Delete to delete an existing field from the field table.
   6. Repeat this sequence in the Fields step to add multiple fields to a provider object.
7. In the Flow Control, and Cross Reference steps, select Next.
8. In the Summary step, review a summary of all selections made.
   1. Expand each step title to review the selections made in that step.
   2. Select any of the following actions:
      • Select Back to navigate to a specific step and make changes.
      • Select Save to confirm the changes made to the provider object.

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Last Published Saturday, October 8, 2022