Can sub-objects have a 'Properties' page in MUX
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Can sub-objects have a 'Properties' page in MUX

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Article ID: 252360

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

The Project sub-object needs to have a 'Properties' page in Modern UX and the sub-object is not a Custom investment (using Investment Extension) and was originally created the sub-object a while back and MUX was not considered using it in the MUX at that time.

Environment

Release : 16.0.3

Resolution

Clarity sub-objects and sub-sub-objects do not have a Blueprint 'Properties' page in Modern UX. The Details Fly-out is the only 'Properties' type of page available at this time for the sub-object in MUX, and unfortunately it does not have 'sections' either. Thus, without a link to open the sub-object instance in MUX you would need to configure/use the Details fly-out to see the sub-object instance details.

You can vote for the following Idea via the Clarity Product Enhancement process.
 - Blueprints & Business Rules on Subobjects (D711) - Ability to have Blueprint capability for stock & custom Sub-objects of Investments including OOTB (task/staff). This is equivalent to Properties window in classic for Sub-objects so that user can click through and see only relevant information along with sections if they have large set of fields to go through. Also, ability to have conditional view of sections like business rules in Investment Blueprints, this is equal to conditional sub-pages in classic.

Additional Information

Workaround: Create a custom subobject (using the Investment Extension) which Modern will generate a Blueprint and 'Properties' page...

 
Add Custom Sub Objects To The Details Panel
You can configure 
Clarity
 to display sub-objects in the Details panel. This allows you to review, edit, and analyze data associated with custom sub-objects in the Details panel. Consider a scenario where a customer uses 
Clarity
 to manage projects and products. They have created a custom master object NPS to capture the Net Promoter Score for products. They have also created two sub-objects to capture data related to Support and Services.
You can view the sub-objects in the Details panel by performing the following steps:
  • Ensure that the custom sub-object is API enabled.
  • Create a copy of the Custom Object blueprint and edit it.
  • Add the sub-object as a module and select the 
    Show in Details
     checkbox.
  • Associate the new blueprint with the record.
  • Navigate to the custom object and select a record.
  • Open the Details panel and navigate to the sub-object module.
  • Edit details by using the grid layout.