Registering a Tool (Business Object)

How to Register a Tool

1. Click on System Settings

Click on System Settings

2. Click on Data Sections.

Click on Data Sections.

3. Click on Tools.

Click on Tools.

4. Click on Add new record

Click on Add new record

5. In the Object Properties tab, check Active.

In the Object Properties tab, check Active.

6. Give the Tool a Name.

Give the Tool a Name.

7. Set your workflow Actions to active or inactive with the checkboxes.

Set your workflow Actions to active or inactive with the checkboxes.

8. Activate logging by worklog action using the checkboxes.

Activate logging by worklog action using the checkboxes.

9. Set the Object Name.

Set the Object Name.

10. Check/Uncheck Single Draft Only

Check/Uncheck Single Draft Only

11. Set limits on how many Historical Records are kept for this Tool.

Set limits on how many Historical Records are kept for this Tool.

12. Check/Uncheck Restrict Multi-Domain Publishing.

Check/Uncheck Restrict Multi-Domain Publishing.

13. Check to active Open Publish.

Note that if checked the object does not require permission to publish.

Check to active Open Publish.

14. Check/Uncheck Show Preview.

Check/Uncheck Show Preview.

15. Select an admin icon from the menu.

Select an admin icon from the menu.

16. Click on code fork.

Click on code fork.

17. Set the Menu Location.

Set the Menu Location.

18. Set the Menu Path.

Set the Menu Path.

19. Click on List Control and choose the location.

Click on List Control and choose the location.

20. Click on Detail Control and choose the location.

Click on Detail Control and choose the location.

21. Specify Query String (optional).

Specify Query String (optional).

22. Choose which domains can have access to the tool.

Choose which domains can have access to the tool.

23. Click on Editor Snippets.

Click on Editor Snippets.

24. Click on Add new record

Click on Add new record

25. Check Active, if using snippets for this the Tool you're registering.

Check Active, if using snippets for this the Tool you're registering.

26. Click on Snippet Name

Click on Snippet Name

27. Use the Content area to set up the snippet.

Use the Content area to set up the snippet.

28. Click on Data Maintenance.

Click on Data Maintenance.

29. Update Summary List.

This will Reprocess All records and update the List shown for the tool list display.

Update Summary List.

30. Update Searchable Fields.

This will Reprocess All records and update the searchable fields defined in the object.

Update Searchable Fields.

31. Republish all records.

This will Republish all records.

Republish all records.

32. Click on Security Roles.

Click on Security Roles.

33. Click on the Security Role you wish to give access to this Tool.

Click on the Security Role you wish to give access to this Tool.

34. Check Active.

Check Active.

35. Click on Name.

Click on Name.

36. Select your Domain from the menu if you have more than one domain in your instance.

Select your Domain from the menu if you have more than one domain in your instance.

37. Click on Structured Content.

Click on Structured Content.

38. For the tool you've registered ensure that the desired functions are enabled by checking them.

Then click Save.

For the tool you've registered ensure that the desired functions are enabled by checking them.
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