Manage Business Object

This page outlines how to create and manage Business Objects in the ProcessFactorial Portal Business Objects can be managed by navigating to the Business Objects page within a Project as follows.

• Login to the ProcessFactorial Portal ^ced93c
• Open the required customer page by clicking on the respective customer name.
• Open the required project page by clicking on the respective project name.
• Finally, Click on the Business Objects tab as indicated in the screenshot below.

Create a Business Object

Follow the below steps to create a Business Object

1. Once within the Business Objects page of the project (see here for navigation), click on the New Business Object button at the upper-right panel.
2. In the drawer panel that slides open, fill out the below details.

Field	Description
Name	A suitable name to refer to the business object
Plural Name	The corresponding plural name to refer multiple instances of the business object by
Description	A succinct description for the business object
Schema Name	A suitable name for the schema
Primary Key	The attribute of the business object that needs to be designated as the primary key
Reference Business Object
Allow Record Caching
Primary Field Name
Primary Field Schema Name
Primary Field Data Type
Creation Source
CRM Sync Status

1. Click on the Save & Close button to save the details and create the business object. The business object will now be listed in the Buisness Objects page.