Managing the Succession Data Model with the Business Configuration Tool and MDF Blocks

Objective

After completing this lesson, you will be able to customize People Profile with MDF blocks.

Custom MDF Blocks in the Profile

Manage Configuration UI

In order to add a custom MDF block in the profile, you first need to configure a UI for the Generic Object.

Manage Configuration UI is a core feature available in Metadata Framework that allows creating custom UI for any selected MDF Object. Using this feature, you can leverage the option of creating Block UI in the Employee Profile Section for any MDF object.

Custom MDF Blocks in the Profile

Live Profile MDF Block in People Profile can be used only for Generic Objects that have externalCode set as User data type. When the externalCode is not a user data type field, the option to select the Screen ID in Configure People Profile is not available. Once the UI is created, follow the steps below to add the custom MDF block in People Profile.

Change the People Profile by Using the Manage Configuration UI

Business Example

In this exercise you will learn how to change the People Profile by using Manage Configuration UI to add an MDF object.

Steps

  1. Add an MDF object to the People Profile.

    1. Log into your instance. Use Action Search to navigate to Manage Configuration UI.

    2. Click on "Create New", enter an "Id" of your choice (e.g. Company Car) and select in "Select Base Object" the object "Company Car", that you created in a previous exercise.

    3. Click on "Save".

    4. Use Action Search to navigate to Configure People Profile.

    5. Under "Available Blocks" on the right side, search for the area "Custom Blocks" and choose "Live Profile MDF Information".

    6. Drag and drop the block in the section "Profile" in the subsection "Personal Information" into the placeholder "Place block here" and click on "Save" at the right side.

    7. To test your settings choose from the main menu "My Employee File" and find the MDF object "Company Car" in the section "Profile" in the subsection "Personal Information".

Result

You have changed the People Profile by using Manage Configuration UI.

Lesson Summary

  • Configure UI for Generic Objects to create custom MDF blocks in the People Profile using Metadata Framework.
  • Use Manage Configuration UI to design Block UI for Employee Profile sections with selected MDF objects.
  • Create Live Profile MDF Blocks for Generic Objects set with externalCode as the User data type.