Create the EBS Match Child Object

You create EBS Match as a child object of the Account standard object.

Note: You perform the Creating the EBS Match Child Object, and Configuring the EBS Match Child Object procedures in the same sandbox, validate the configurations, and then publish the sandbox.

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..

1. Click Navigator, and select Application Composer.

2. Expand the Standard Objects node, and then select Account.

3. On the Account: Overview page, click the Create Child Object button.

4. 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.

1. Click Navigator, and select Application Composer.

2. Click Sales Object Tags.

3. From the Objects menu, expand the Standard Objects node, and then select Account.

4. 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.

5. Click Fields.

6. On the Fields page, click the Create a custom field icon.

7. In the Select Field Type dialog box, select the appropriate field type, and then click OK.

8. In the Create Object_Type Field window, enter the parameters, and then click OK.

9. 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:

1. After adding fields to the EBS Match Child object, click the link for the Selected check box on the Fields page.

2. 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.

3. In the expression window, enter the following text: Selected_c == null || Selected_c == 'N'

4. Click OK.

5. 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:

Note: This global function depends on the Field Mapping custom object being created, so it was not created previously 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.

Note: Before performing this step, validate the current sandbox and publish it. Generating import and export artifacts in sandboxes is not supported.

To generate artifacts for import and export do the following:

1. Exit the sandbox, click Navigator, and select Application Composer.

2. In the Common Setup area, click Import and Export.

3. In the Generate Import and Export Artifacts area, click Generate.

4. Refresh the page if necessary.

5. In the Details window, make sure that the statuses for the Field Mapping custom object are the following:

   • Overall Status: Completed

   • Import Status: Success

   • Export Status: Success