Example: Creating custom entity named Project

This example illustrates how to create a new entity called Project.

The Project entity

• Is owned by the Company entity.
• Can have People or Cases associated with it.
• Is available in the My CRM and Team CRM work areas.
• Is searchable in Sage CRM.
• Has workflow enabled.

1. Install and start the Advanced Customization Wizard.
   For step-by-step instructions, see Creating custom entity.
2. On the Component Parameters, Step 1 of 2 screen, use the following required options:
   • Entity Name. Enter Project. A new database table called Project is created in Sage CRM. The word Component is appended to the entity name and Project_Component is automatically entered in Tag With Component Name.
   • Entity Column Prefix. Enter proj. This prefix identifies standard fields created for the new entity. For example, the Project entity includes information about project manager names stored in a field called proj_manager. The underscore character (_) is automatically inserted in the field name.
3. Select the following optional check boxes:
   • Owned by Companies. Indicates that each Project record must be associated with a company.
   • Has People. Enables users to associate people with Project records.
   • Has Cases. Enables users to associate cases with Project records.
   • Add to My CRM. Makes Project records available in the My CRM work area.
   • Add to Team CRM. Makes Project records available in the Team CRM work area.
   • Add to Find. Enables users to search for Project records in Sage CRM.
   • Workflow. Makes the Workflow screen available for Project records.
   • Workflow Progress. Makes the Workflow Progress screen available for Project records.
4. Click Install Component. When the component is installed, the Project entity becomes available in <My Profile> | Administration | Customization.