Every object in a data dictionary can be edited at two levels:
- Object level
- Field level
Depending on the provider and the data dictionary selected, a provider object can be edited to include or delete fields, update fields, flow control and cross-reference key information.
Note: For more details on working with data dictionaries, see the Setup Guide specific to your integration.
Editing at the Object Level
To edit an object in a data dictionary:
- In the navigation menu, select Data Dictionary and then select a provider data dictionary.
- Highlight and only select the row listing the object, and then select Edit...
The Object and Fields wizard displays.
- Follow the Object and Fields wizard to:
- Edit object name and description
- Edit existing fields, add, and delete fields supported by the object
- Flow types supported for the object (master data or project data)
- cross-reference mappings to Gateway object
- Review a summary of the object information
Editing at the Field Level
To edit an object in a data dictionary:
- In the navigation menu, select Data Dictionary and then select a provider data dictionary.
- Select the object, and then select Edit...
- Follow the Object and Fields wizard to:
- Edit existing fields, add, and delete fields supported by the object
- Review a summary of the object information
Tips:
- When editing an object, you can select Save in any step to exit the wizard. The Save button is enabled only after you make a change.