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06 ShemaBuilder_Faculty_paymentS_MD realationship

a) Faculty and Payment object


b) MD Field
c) Rollup Summary flds
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How to create Custom objects Faculty, Payments
Faculty OBject
Label FacultyName
FldName Name
Dattype TExt

Course
CourseDetails
Lookup

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Payments Object
label PaymentNum
Fldname Name
Datatype AUTO

Date
Amount
PayDate amount
Date
Currency

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How to Create custom object using SChemaBuilder
setup - build - create - objects - schemabuilder
(or)
setup - build - schemabuilder
REpresents Pitoral Representaion of objects Relationships
and its flds list
objects section : sel objects
display relationship between objects
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How to Create CUstom object faculty
setup - build - SB Elements section :
Drag & Drop - OBject onto SB layout
Label: Faculty
Name: Faculty
Name: faculty name
type : text
save
Drag & Drop: Lookup onto sb layout
labeL :course
relateto: Course
save

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Customize Faculty Layout
sel Faculty - sc - view pagelayout - edit
D&D course onto "fac Layout"
save
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How to Create Custom Tab "faculty"
setup - build - create - tabs - new custom tab
object: Faculty
style: color
next: which users can access
next : which appls access
save
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Enter records
fac tab - new
enter 5 records
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How to create Custom object Payments using Schemabuilder
setup - build - sB
goto elements section :
d&D object
label: payment
name: payment
name: payment num
type: auto
display: pay-{0000}
Starting: 1
save
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D&D Date : onto SB layout
label: PaymentDate
chekin : required
default: today()
save
D&D Currency : onto SB layout
label: Amount
chekin : required
save
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Customize layout
SB - RC - payment object - view pagelayout - edit
d&D : AMount
save

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Create TAB
setup - build - create - custom tab
object: payment
color
save
ENter records
paytab - new
enter few records
customize Payment tab layout
pay tab - sc - edit cols
D&D : amount, date
save
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Currently Faculty and Payment objects are INdependent
i.e NO Relation between them
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How to Create Master ANd Detail Relationship between
Faculty and Payments
a) IDentify Master
Master is Faculty
i.e On selction of faculty record, recods to display
i.e to Create ROLLup summary flds
b) identify Detail records
Payments is Detail object
ie to create MD field
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How to create MD field in CHild (payments),
i.e child record links to master Faculty
payments tab - sc - view fld - custom flds - new
sel datatype: MD relationship
label : Faculty
relate to : Faculty
next - next - save
Result : ERROR
As payment (child) is having already records
solution
a) Have to Delete records
b) convert lookup to MD relationship
c) Export record, create md fld and import recds
* option a : Delete Records
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Create MD fld in Payment object


setup - sc - view flds - sel Dattype: MD
labeL :faculty
relate: faculty
n - n - save
CHeck MD is created at payments object or not
payment tab - new
AMount : 10k
date
: todaydate
faculty :prem (MD Field)
save
Enter few records in Payments
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CUstomize tab layout
pay tab - sc - edit cols
add : faculty
save
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Test:
Every payment record links to Master (faculyt) object
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How to CReate Rollup Summary Flds at Maser (faculty)
Rollup summary flds Are used to summarize child records
fac tab - sc - view flds - new custom flds
Datatype: Rollup summary
label: Total AMount
Master Object: Faculty
Summarizing
object: Payments
Rollup
type: sum
FLd to Aggregate: Amount
next - next -save
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label: Number of Payments
Master Object: Faculty
Summarizing
object: Payments
Rollup
type: Count
next - next -save
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label: Maximum amount
Master Object: Faculty
Summarizing
object: Payments

Rollup
type: Max
FLd to Aggregate: Amount
next - next -save
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Test PRocess;
Fact tab - sel any record
Result: displays CHild (detail) records
with Rollup flds (summarizing values)
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