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