06 ShemaBuilder Faculty PaymentS MDRealationship Rollupsummary

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06 ShemaBuilder_Faculty_paymentS_MD realationshipa) Faculty and Payment objectb) MD Fieldc) Rollup Summary flds******************************************How to create Custom objects Faculty, PaymentsFaculty OBjectLabel FacultyName CourseFldName Name CourseDetailsDattype TExt Lookup********************Payments Objectlabel PaymentNum Date AmountFldname Name PayDate amountDatatype AUTO Date Currency************************************************************************************************************How to Create custom object using SChemaBuildersetup - build - create - objects - schemabuilder(or)setup - build - schemabuilderREpresents Pitoral Representaion of objects Relationships and its flds listobjects section : sel objectsdisplay relationship between objects*************************How to Create CUstom object facultysetup - build - SB - Elements section :Drag & Drop - OBject onto SB layoutLabel: FacultyName: FacultyName: faculty nametype : textsaveDrag & Drop: Lookup onto sb layoutlabeL :courserelateto: Coursesave********************Customize Faculty Layoutsel Faculty - sc - view pagelayout - editD&D course onto "fac Layout"save***********************How to Create Custom Tab "faculty"setup - build - create - tabs - new custom tabobject: Facultystyle: colornext: which users can accessnext : which appls accesssave************************Enter recordsfac tab - newenter 5 records******************************************************************************************************************How to create Custom object Payments using Schemabuildersetup - build - sBgoto elements section : d&D objectlabel: paymentname: paymentname: payment numtype: autodisplay: pay-{0000}Starting: 1save************************D&D Date : onto SB layoutlabel: PaymentDatechekin : requireddefault: today()saveD&D Currency : onto SB layoutlabel: Amountchekin : requiredsave******************************Customize layoutSB - RC - payment object - view pagelayout - editd&D : AMountsave*****************************Create TABsetup - build - create - custom tabobject: paymentcolorsaveENter recordspaytab - newenter few recordscustomize Payment tab layoutpay tab - sc - edit colsD&D : amount, datesave*****************************************************Currently Faculty and Payment objects are INdependenti.e NO Relation between them*****************************************************How to Create Master ANd Detail Relationship betweenFaculty and Paymentsa) IDentify Master Master is Facultyi.e On selction of faculty record, recods to displayi.e to Create ROLLup summary fldsb) identify Detail recordsPayments is Detail objectie to create MD field****************************How to create MD field in CHild (payments), i.e child record links to master Facultypayments tab - sc - view fld - custom flds - newsel datatype: MD relationshiplabel : Facultyrelate to : Facultynext - next - saveResult : ERRORAs payment (child) is having already recordssolutiona) Have to Delete recordsb) convert lookup to MD relationshipc) Export record, create md fld and import recds* option a : Delete Records**************************************************************************************************************Create MD fld in Payment objectsetup - sc - view flds - sel Dattype: MDlabeL :facultyrelate: facultyn - n - saveCHeck MD is created at payments object or notpayment tab - newAMount : 10kdate : todaydatefaculty :prem (MD Field)saveEnter few records in Payments ***********************CUstomize tab layoutpay tab - sc - edit colsadd : facultysave************************Test: Every payment record links to Master (faculyt) object**************************************************************************************************************How to CReate Rollup Summary Flds at Maser (faculty)Rollup summary flds Are used to summarize child recordsfac tab - sc - view flds - new custom fldsDatatype: Rollup summarylabel: Total AMountMaster Object: FacultySummarizingobject: PaymentsRollup type: sumFLd to Aggregate: Amountnext - next -save*******label: Number of PaymentsMaster Object: FacultySummarizingobject: PaymentsRollup type: Countnext - next -save**************label: Maximum amountMaster Object: FacultySummarizingobject: PaymentsRollup type: MaxFLd to Aggregate: Amountnext - next -save*******************************Test PRocess;Fact tab - sel any recordResult: displays CHild (detail) recordswith Rollup flds (summarizing values)**********************************************************************************************************