TeamConnect lets you convert embedded objects to child objects. Child objects and embedded objects are very different, so the conversion changes the way that the converted object displays and performs.

An embedded object is not independent of its parent object and does not have tabs on which to enter information. Embedded objects are only accessible through the parent object.

A child object, though not fully independent of its parent object, has its own set of tabs, such as Phases, Phase Transitions, Templates, and Security. When you convert an embedded object to a child object, all of the tabs that are typical to a child object are now available.

Before You Convert

Before you convert an embedded object to a child object, ensure that you have Object Definition Update rights.

What is Not Retained?

Access rights are not retained. You must assign rights to the object as if it were being newly created.

What Are the Prerequisites for Conversion?

You must perform the conversion at a time when no ordinary users are logged in to TeamConnect.

Conversion Results

Note: If conversion fails due to an application server crash or other major error, it can be re-run later, and will resume with any records that were not completed in the previous run.

After the conversion, a status message is added to the system log. The new child object now has the following properties:

•A default assignee role named Default with tree key DEFA

•An "All <name of embedded object, such as "~All matters">" search view is set as search across objects

•A default search module with result columns (Opened On and Main Assignee) and criteria (name and number string)

•A templates folders under Root\System\Object Definitions\<name of embedded object, such as "matter">\

•The "Create a Copy" group rights

•All project rule types (user invoke custom action, audit, etc.)

•The Parent required and Do not display in menu check-boxes are checked on the General tab of the object definition

•In the Designer, the following tabs are now available for the new child object:

oPhases

oPhase Transitions

oAssignee Roles

oSearch Views

oTemplates

oWizards

oEmbedded Objects

oHistory

oSecurity

•In the TeamConnect user interface, the following pages are now available for the new child object:

oPhases

oAssignees

oRelations

oDocuments

oInvolved

oTasks

oAppointments

oExpenses

oAccounts

oWorkflow

oHistory