Create the EBS Match Child Object
You create EBS Match as a child object of the Account standard object.
Creating the Child Object
Use the following procedure to create the EBS Match child object. The procedure for creating a child object is similar to the procedure described in Creating a Custom Object, but you also complete the Child Collection Name field to specify the internal name for the set of child object records..
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Click Navigator, and select Application Composer.
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Expand the Standard Objects node, and then select Account.
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On the Account: Overview page, click the Create Child Object button.
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In the Create Child Object dialog box, enter the object information listed in the following table, and then click OK.
Parameter |
Value |
---|---|
Display Label |
EBS Match |
Plural Label |
EBS Match |
Record Name Label |
EBS Match ID |
Record Name Data Type |
Select Automatically Generated Sequence from the drop down menu. |
Sequence Format |
{000000000000000} (15 zeroes inside braces) |
Object Name |
O_INT_EBS_Match |
Description |
Leave blank. |
Child Collection Name |
O_INT_EBS_MatchCollection |
Adding Fields to the Child Object
Create the fields listed in the following table for the EBS Match child object using the following procedure.
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Click Navigator, and select Application Composer.
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Click Sales Object Tags.
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From the Objects menu, expand the Standard Objects node, and then select Account.
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Expand the Child Objects node, then click EBS Matchin the Account: Overview window, and then expand the EBS Match node from the Custom Objects list.
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Click Fields.
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On the Fields page, click the Create a custom field icon.
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In the Select Field Type dialog box, select the appropriate field type, and then click OK.
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In the Create Object_Type Field window, enter the parameters, and then click OK.
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Repeat steps 6 through 8 for other fields as necessary.
The following table lists the additional fields required for creating the EBS Match child object.
Parameter |
Address1 Field |
City Field |
State Field |
Province Field |
Country Field |
MatchScore Field |
---|---|---|---|---|---|---|
Field Type |
Text |
Text |
Text |
Text |
Text |
Text |
Display Label |
Address Line 1 |
City |
State |
Province |
Country |
Match Score |
Name |
Address1 |
City |
State |
Province |
Country |
MatchScore |
Display Width |
20 |
20 |
20 |
20 |
20 |
20 |
Display Type |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Constraints |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Maximum Length |
80 |
80 |
80 |
80 |
80 |
80 |
The following table lists more fields required to create the EBS Match child object.
Parameter |
Selected Field |
PartyName Field |
PartyID Field |
PartyNumber Field |
PartyType Field |
---|---|---|---|---|---|
Field Type |
Text |
Text |
Text |
Text |
Text |
Display Label |
Address Line 1 |
City |
State |
Province |
Country |
Name |
Address1 |
City |
State |
Province |
Country |
Display Width |
20 |
20 |
20 |
20 |
20 |
Display Type |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Constraints |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Maximum Length |
80 |
80 |
80 |
80 |
80 |
The following table lists more fields required to create the EBS Match child object.
Parameter |
PrimaryPhoneCountryCode Field |
PrimaryPhoneAreaCode Field |
PrimaryPhoneNumber Field |
PrimaryEmail Field |
---|---|---|---|---|
Field Type |
Text |
Text |
Text |
Text |
Display Label |
Primary Phone Country Code |
Primary Phone Area Code |
Primary Phone Number |
PrimaryEmail |
Name |
PrimaryPhoneCountryCode |
PrimaryPhoneAreaCode |
PrimaryPhoneNumber |
Primary Email |
Display Width |
20 |
20 |
20 |
20 |
Display Type |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Simple Text Box |
Constraints |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Updatable, Searchable |
Maximum Length |
80 |
80 |
80 |
80 |
Adding the Constraint Expression for the Selected Check Box
After creating and saving the Selected check box, you edit it to add an expression to the Updatable constraint. To add an expression to the Updatable constraint for the Selected check box do the following:
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After adding fields to the EBS Match Child object, click the link for the Selected check box on the Fields page.
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In the Edit Check box Field: Selected window, click the Expression Builder in the Constraints area.
The Expression Builder appears, with the Functions tab displayed by default.
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In the expression window, enter the following text: Selected_c == null || Selected_c == 'N'
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Click OK.
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In the Edit Check box Field: Selected window, click Save and Close.
Creating the Validation Rule
Create the object validation rule from the UniqueKey.groovy file, using the procedure in Creating Validation Rules.
Creating the Global Function
Create a global function from the O_INT_GetMappedField.groovy file, using the procedure in Creating Global Functions:
Validating and Publishing the Sandbox
Validate and publish the sandbox for the EBS Match child object, using the Publish Unified Sandboxes topic.
Generating Artifacts for Import and Export
To support the import and export of a custom object, such as Field Mapping, you must first generate the object artifacts required for both import and export.
To generate artifacts for import and export do the following:
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Exit the sandbox, click Navigator, and select Application Composer.
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In the Common Setup area, click Import and Export.
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In the Generate Import and Export Artifacts area, click Generate.
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Refresh the page if necessary.
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In the Details window, make sure that the statuses for the Field Mapping custom object are the following:
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Overall Status: Completed
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Import Status: Success
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Export Status: Success
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