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- Create a new Entities record or open an existing record that you intend to modify. See "Creating a New Entity" on page 162 for for instructions.
- For this step, complete the top area of the Entities form, add security settings, and add entity fields (except for the embedded link).
- Keep in mind that the security settings on the embedded entity and the container entity should meet the design requirements that you identified previously.
- Open a new Fields record for the embedded link.
- Enter a a Name for for the embedded link.
- Aptify's standard naming convention for linked fields is the name of the linked entity (in its singular form) and the linked entity field. For example, the name of a field linked to the Addresses entity's ID field would
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- be AddressID.
- The Display Name fills in automatically when you specify a Name.
- Select the embedded entity from the the Linked Entity drop drop-down list.Select
- Select ID from the from the Linked Field drop drop-down list.
- Select Select Embedded from the from the Link Type drop drop-down list and press the the Tab key key.
- The Mode field appears.
- The Mode field appears.
- Set Set Mode to to Static.
- Click the the Validation tab tab and configure the embedded link's Is Required behavior.
- If you want to require a user to specify a value for all of the required fields in the embedded entity (assuming that the user does not complete a field that would initiate a shared embedded flow-down), leave
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- the Is Required
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- option selected under
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- the Validation
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- tab.
- If you want to allow users to save the container record without specifying all of the required embedded fields (again, assuming that the user does not complete a field that would initiate a shared embedded flow-down),
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- clear the Is Required
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- option on
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- the Validation
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- tab and select the Allow Null
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- option on
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- the General
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- tab.
- tab.
- Click Click OK to to save and close the Fields record.
- You do not want to enable the field's Show In Find or Default In View options since you want the link to be transparent to users.
- The Aptify Entity Virtual Fields wizard appears automatically when you close an embedded link's Fields record.
- Use the wizard to create a virtual field for each of fields in the embedded entity that you want to display on the container entity's form. Make additional modifications to any of these virtual fields as necessary after you have used the wizard to create them.
- If not already in place, add the entity object plug-in to the entity's Plug-Ins tab.
- The initial embedded link flow-down to this non-owner record (such as the address flow-down from a company to a person) is controlled by logic that needs to be added to the non-owner entity's entity object.
- A developer writes code that specifies this flow-down logic (either adding it to an existing entity object or creating one for the entity if one does not already exist) and then adds the object to the Aptify Object Repository.
- See
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- for more information.
- for more information.
- Save and close the Entities record.
- Close and reopen the Aptify Desktop client.
- Test your shared embedded object implementation.
- When a record in this entity is linked to a shared embedded object, the system should lock the embedded record automatically (by setting the Locked field to 1).