Creating Custom MDF Objects

Objectives

After completing this lesson, you will be able to:
  • Create Custom MDF Objects for the Additional Data Collection step in the onboarding process
  • Create UIs for Custom MDF Objects

Configure Custom Data Collection Objects

Before configuring a custom data collection object, you need to assign permissions to work on MDF objects. To verify if the permissions are set, go to Admin CenterManage Permission RolesPermission...Administrator PermissionsMetadata Framework.

You can configure the entities listed on the Custom Data Collection page and their respective interfaces using the Metadata Framework and Business Configuration UI.

After configuration, to map the entities to Onboarding forms, associate the entities with a Metadata Framework object linked to the ONB2Process object.

You can now configure custom data collection objects by completing the following steps.

Steps

  1. Go to Admin CenterConfigure Object Definitions..

  2. From the Create New dropdown menu, select the Object Definition option.

  3. In the Code field, enter a name for the custom object.

    Hint

    Custom object names must begin with the string CUST_.

  4. In the API Visibility field, select Editable.

    Select the API Visibility option as Editable on Metadata Framework page.
  5. Add Fields for the additional data you want to collect from new hires.

  6. To use the MDF custom object on any onboarding process, you must add this custom field:

    • Under Fields, add a custom field. In the Name field, enter cust_userConfig.
    • Choose Details associated with cust_userConfig field.
    • In the Data Type field, select Generic Object.
    • In the Valid Values Source field, enter ONB2DataCollectionUserConfig.
    • Choose Done.
    The Details page showing details for cust_userConfig field.
  7. Choose Save.

    Next Steps

    After creating a custom data collection object, you need to create a User Interface (UI) and configure it so it is visible to new hires.

Result

You have configured a custom data collection object.

Create Shirt Size and Color Picklists for Custom MDF Objects

Business Example

The organization offers employees different benefits including company shirts, fitness center access, and parking spaces. But first, the organization needs to collect additional data on these benefits from new hires.

In this exercise, you will create two picklists to collect the data required so the organization can distribute the company shirts appropriately.

Steps

  1. In the instance, navigate to Picklist Center using the Action Search bar.

  2. To create a new picklist, choose + (Create a picklist).

  3. Enter or select the following details for the new picklist:

    CodeShirt Sizes
    NameShirt Sizes
    StatusActive
    Display OrderAlphabetical

    The new Shirt_Sizes picklist is now created without any items or values.

  4. Choose + (Add New Value) and add the following three picklist values:

     Value 1Value 2Value 3
    Ext CodeSS_SmallSS_MediumSS_Large
    LabelSmallMediumLarge
  5. To create another picklist, navigate back to Picklist Center and choose + (Create a picklist).

  6. Enter or select the following details for the new picklist:

    CodeShirt Color
    NameShirt Color
    StatusActive
    Display OrderAlphabetical

    The new Shirt_Color picklist is now created without any items or values.

  7. Choose + (Add New Value) and add the following four picklist values:

     Value 1Value 2Value 3Value 4
    Ext CodeSC_NavyBlueSC_GreySC_RedSC_Black
    LabelNavy BlueGreyRedBlack

Result

You have successfully created two picklists. These will be used for data fields on the MDF custom object during the Additional Data Collection step.

Create and Define Custom MDF Objects for Additional Onboarding Data Collection

Business Example

The organization has already created two picklists that will be used for MDF custom object data fields.

In this exercise, you will create an MDF custom object to define what data needs to be collected for the company shirt benefit.

Steps

  1. In the instance, navigate to Configure Object Definitions using the Action Search bar.

  2. From the Create New dropdown menu, select Object Definition.

  3. Enter or select the following details for the new MDF custom object.

    CodeCompanyShirts
    Effective DatingNone
    StatusActive
  4. Change the Data Type of externalCode to Auto Number.

  5. For the Details of the externalCode and externalName fields, change the Visibility to Read only.

  6. Use the following details to add three custom fields:

    Settings​Field 1Field 2Field 3
    NameShirtSizeShirtColoruserConfig
    Maximum Length128128128
    Data TypePicklistPicklistGeneric Object
    Valid Value SourceShirt SizesShirt ColorONB2DataCollectionUserConfig​
    LabelShirt SizesShirt ColoruserConfig
    VisibiltyEditableEditableNot Visible
  7. Under Security, in the Secured field, select No.

  8. To create the new MDF custom object, choose Save.

Result

You have successfully created the MDF custom object. This will allow the organization to collect additional data for company shirt details from new hires.

Create and Define UI for the Custom MDF Objects

Business Example

A UI needs to be created or built for each MDF custom object in Onboarding. The UI of each MDF custom object is used to identify which MDF custom object will be presented to a new hire during the onboarding process. Different groups of Custom MDF Objects can be assigned to different new hires depending on the reason the organization wants to collect the additional data.

After creating and defining the MDF custom object for company shirts, a UI needs to be configured to make them accessible to new hires. In this exercise, you will create the UI for the company shirts MDF object.

Steps

  1. In the instance, navigate to Manage Configuration UI using the Action Search bar.

  2. Choose Create New.

  3. In the Id field, enter CompanyShirtsUI.

  4. In the Select Base Object field, select cust_CompanyShirts.

  5. Delete the externalCode, externalName, and userConfig fields (if they appear) from the UI.

  6. To create the new UI for the Company Shirts MDF object, choose Save.

Result

You have successfully created a UI for the custom shirts MDF object.

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