Create a Projects Custom Object
This example shows how to create a projects custom object using Application Composer. You can create:
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An entirely new object (work area) to capture additional business requirements for your organization.
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A child object under an existing standard object or the newly created custom object.
This table contains a summary of key decisions.
Decision to Consider |
In this Example |
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Why you need a custom object? |
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Which users will have access to the custom object? |
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Prerequisites
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You must be a project application administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) with the ZCX_MANAGE_EXTENSIBLE_OBJECT_PRIV privilege.
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You must create or select a sandbox and create custom object within it.
Custom Project Risk Object
Creating custom Project Risk object involves:-
Creating the custom Risk object.
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Adding pages to the custom Risk object.
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Adding fields to the pages within the custom Risk object.
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Adding action links to the pages.
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Adding child objects and linking them to the custom Risk object.
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Adding the custom Risk object to the Project Portfolio Management work area.
Creating a Custom Object
The following steps explain how to create a custom object named Project Risks.-
Navigate to
. -
From the Application drop-down, select ERP and SCM Cloud.
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Under Objects menu, click the Create icon next to Custom Objects.
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Enter the information for your new object.
Field
Field Value
Display Label
Project Risk
Plural Name
Project Risks
Record Label Name
Project Risk Name
Record Name Data Type
Text
Prevent Duplicate Values
Enable
Treat "ABC" and "Abc" as distinct values
Disable
Object Name
ProjectRisk<yourinitials>. For example, ProjectRiskMP
Description
As required
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Click OK. The application creates the object. Note the Name as it is required to identify privileges and the API.
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Select the Change Icon link to select an icon that will appear in the Navigator.
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Select a display icon of your choice for the object.
Adding Fields to the Project Risk Custom Object
The following steps explain how to add fields to the Project Risks custom object.-
Under
, click Fields. -
Click the Create a custom field icon.
-
Create the following fields. See the procedures in related links for creating fields.
Field Name
Field Type
Risk Number
Number
Mitigate Date
Date
Risk Description
Long Text
Severity Values: Low, High, and Medium
Fixed Choice List
Risk Percentage
Percentage
Project Name
Text
Escalated to Management
Check box
Status Values: New, Working, and Resolved
Fixed Choice List
Creating an Action for the Project Risk Custom Object
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Under Pages.
, select -
Click the Create icon.
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Enter the action information as mentioned in the following table.
Field Type
Values
Display Label
Review Risk Policies
Name
Review_Risk_Policies
Type
Link
Description
Description for the Action Link.
Source
URL
Display Mode
New Window
URL Definition
https://en.wikipedia.org/wiki/Project_risk_management
-
Click Save.
Creating Deep Link for the Project Risk Custom Object
The following are the steps for creating a deep link for the custom object to open a project. You can use similar steps to create a deep link a different element.
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Under Actions and Links.
, click - Click Create.
- In the Depends On drop-down, select the name of the custom object on which you want to apply the deep link.
- Enter the Deep Link information as mentioned in the following table:
Field Type Value Display Label Link To Project Name Link_To_Project Type Link Description A description for the deep link. Edit Script def EditURL = "https://<Host Name>/fscmUI/faces/deeplink?objType=PROJECT_MANAGEMENT&&objKey=projectId=<ProjectId>&action=NONE"return EditURL;
Note: Enter the hostname and project ID relevant to project that you would want to open using the deep link. For more information on components and formulation of deep links, see Deep Links for Project Management. - Click Save.
- For the deep link object to appear on the UI, ensure:
- The required landing and creation page layouts for displaying and handling the custom object are in place. For more information, see Application Pages for Custom Objects in the Configuring Applications Using Application Composer guide. To create or retrieve the custom object data, instead of the page layout, you can use the rest service. For more information, see Manage Custom Objects in the REST API for Oracle B2C Service guide.
- The PPM object tag is added to the relevant display page.
- The custom object page entry is linked to the structure of your application page. For more information, see Configure Links for Page Entries in the Configuring and Extending Applications guide.
- The sandbox is published.
Creating Pages for the Project Risk Custom Object
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Under Pages.
, click -
Click Create Default Pages.
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In the Landing Page Layouts section, click the Default custom layout link.
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Click the Edit icon next to the summary table.
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Configure the summary table. Select the following fields and enable them to display in the summary table. Do not display the Risk Description by default.
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Project Risk Name
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Risk Number
-
Project Name
-
Status
-
Severity
-
Risk Percentage
-
Creation Date
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Mitigate by Date
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Risk Description (Hidden)
-
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Configure the buttons and actions.
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Toolbar
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Create
-
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Actions menu
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Export
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Update
-
-
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Configure Mass Edit Fields
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Mitigate by Date
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Risk Percentage
-
Severity
-
Status
-
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Click Save and Close.
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Click Done.
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In the Creation Page Layouts section, click the Default custom layout link.
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Click the Edit icon.
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Select the creation page fields:
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Review Risk Policies- Link
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Project Risk Name
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Project Name
-
Risk Number
-
Status
-
Severity
-
Risk Percentage
-
Escalated to Management
-
Mitigate by Date
-
Risk Description
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Risk Mitigation Strategy
-
-
Click Save and Close.
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Click Done.
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In the Details Page Layouts section, click the Default custom layout link.
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Select the Edit icon for the main subtab and again select the creation page fields.
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Click Save and Close.
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Click Done.
Creating a Child Object for the Project Risk Custom Object
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Under Default custom layout link.
, click the -
Click Create Child Object.
-
Enter the information for your new object.
Field
Value
Display Label
Risk Log
Plural Name
Risk Logs
Record Label Name
Risk Log Name
Record Name Data Type
Risk Log Name
Prevent Duplicate Values
Enable
Treat "ABC" and "Abc" as distinct values
Disable
Object Name
RiskLog<yourinitials>. For example, RiskLogMP
Description
As required
Parent Object
Project Risk
Child Collection Name
RiskLogCollection
-
click OK.
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Click OK and wait for the application to create the object.
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Click the Change Icon link to select an icon for the child object that will appear in the Navigator.
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Select an icon of your choice.
Adding Fields to the Risk Log Child Object
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Under Fields.
, click -
Click the Create a custom field icon.
-
Create the following fields. See the procedures in related links to create fields.
Field Name
Field Type
Log Date
Datetime
Log Entry
Text