How to Use the Object Change Function

1. Click to Modify

Taking the Contract object as an example, when the modification feature is enabled, the Edit button on the detail page is automatically replaced with a Modify button.

Clicking the Modify button triggers the system to check whether the data meets the modification conditions configured in the backend. If the conditions are met, the edit page opens. If not, a predefined prompt message is displayed.

Note: If the data does not meet the modification conditions, the only way to proceed is to either void the data or have an administrator adjust the modification conditions.

2. Entering the Edit Page

• Page Composition: The page consists of the layout from the source object plus the unique fields of the modification form. The modification reason field is displayed at the end of the Primary Object by default.
• Layout, Business Logic, Layout Rules & Validation Rules: Inherited from the source object.

Note: The following buttons are no longer supported: Save & New, Save as Draft, and Copy.

3. Post-Modification Display

3.1 Primary Object Modification

After submitting the modified data (if it meets the submission criteria), fields with Record Original Value enabled will display the changes, as shown below:

3.2 Sub-object Modification

Sub-object modifications are color-coded:
- New – Green
- Modified – Orange
- Deleted – Red

See the example below:

4. Modification Form Activation

If the backend is configured for Manual Activation, you must manually click the Activate button and confirm to apply the changes from the modification form to the source document.

Once activated, you can view the modification history on the source document’s detail page:

5. New Approval Effect

For objects with the modification feature enabled, only New Approval can be configured; Edit Approval is no longer supported.

6. FAQs

1. Why does an object still require a grayscale application after purchasing a modification license?

• After purchasing the modification license, enabling the feature for any object requires a separate grayscale application.
• Action: Apply for the Object Modification grayscale feature.
• Path: CRM > Product Grayscale Application

2. Can the “Please enter” placeholder text in smart forms be hidden/deleted?

• This is by design and cannot be hidden or removed.