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Edit an Object and its Attributes

You can edit an object and its attributes at any time.

You can edit an object and its attributes at any time. However, some settings cannot be changed once data exists in the object, and structural changes can affect processes, screens, and integrations.

Before making structural changes, identify every process that depends on the object. See Assess the Impact of Attribute Changes.


What You Can Change on an Object

The following settings can be changed at any time:

  • Business Name

  • Description

  • Audited

  • Apply Data Security

  • Pre-Save Process

  • Post-Save Process

  • Lock Date

  • Filter on Modification Dates

The following cannot be changed:

  • System Name - this is permanent once the object is created


Edit an Object

  1. Open the Configuration application and navigate to Objects \> Objects.

  2. Locate the object using filters or page navigation.

  3. Click Detail to display all settings.

  4. Click Edit and make the required changes.

  5. Enter an Audit Comment and click Save and Refresh.


What You Can Change on Attributes

The following can be changed at any time:

  • Business Name

  • Description

  • Validation rules

  • Unit

  • Filterable

  • Summary view visibility

The following can only be changed if the object contains no data:

  • Required (can only be set to True on an empty object)

  • Type

The following cannot be changed once the object has been saved:

  • System Name

  • Referenced Object (for Reference type attributes)

  • Unique Key membership

  • Type (once data exists)

Deleting an attribute permanently removes it and all data stored in it.


Edit Object Attributes

  1. Navigate to Objects \> Objects and select the object.

  2. In the Attribute section, click Detail, then click Edit.

  3. Make the required changes.

  4. Enter an Audit Comment and click Save and Refresh.


Important

Changing structural settings after data exists can have significant consequences. Before editing:

  • confirm no critical processes depend on the attribute being changed

  • confirm that reporting and integrations will not be affected

  • review any process logic workbooks that read from or write to the object

For guidance on identifying dependent processes before making changes, see Assess the Impact of Attribute Changes.

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