Creating Reference Objects (Evaluation Guide)

Go Up to Session 6: Using Reference Objects

There are several ways to create reference objects: on the Model View tree, from the Reference Objects palette, from the Reference Object toolbar, importing from CSV, and importing from the Grid Editor. When you create a reference object from the palette, you can select the object you want to use from the palette and then click once in the Diagram View.

The following example walks you through the creation of an object on the Model View tree.

1 Right-click on a reference object in the Model View tree and select New from the shortcut menu. The command that appears depends on the reference object clicked. For example, if you right-click on Stewards, the command will be New Steward.

The newly created reference object appears nested below the selected object in the Model View tree. When you first create the Steward it is in an editable mode. Name the new Steward “Order Clerk”.

When you right-click the newly created object you gain access to a shortcut menu where you have the following options: rename, delete, create a link, create an impact analysis diagram, view an impact analysis report, view a Usage (CRUD) report, and change the properties. You can also double-click an object to open the Property View.

2 Once you create the reference object, you can then drag that object onto the Diagram View. A representative icon is placed in the diagram. You can then link these objects to other objects. The example below shows the Steward “Order Clerk” connected to a task via an Association Link.