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

Objectives

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.

Steps to create a Config UI for the MDF objects:

  1. Go to Manage Configuration UI.
  2. Select Create New.
  3. Choose the required object in Select Base Object drop down and enter the ID of your choice for the UI you are creating. Once a Base Object is selected, a default view is created with all fields and first level composite children as group.

    When you hover over a group, you can see the toolbar options as highlighted on the screenshot:

    • Add Field - Select this toolbar item to add a field to the group.

    • Add Link - Select this toolbar item to add a link at access a URL to the group.

    • Add Group - Select this toolbar item to add a group to the group.

    • Edit Properties - Select this toolbar item to open the Properties for the group.

    • Delete - Select this toolbar item to delete the group.

  4. Once the configuration is complete choose the Save button to save the Config UI for the 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.

  1. From the Action Search, go to Configure People Profile.
  2. In the Search area for Available Blocks, look for "Live Profile MDF Information" block. It will appear if you search "MDF".
  3. Drag and drop the block into the desired available space.
  4. Select the UI screen ID and select Save.
    Once the above steps are completed, the block will appear on the Profile Page if the person viewing the profile has the appropriate permissions. 

Change the people profile by using Manage Configuration UI

In this exercise you will learn how to change the People Profile by using Manage Business Configuration 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 Business Configuration.

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