How to Use the Primary Object and Sub-object Change Function

1. Click to Modify

Taking the Contract object as an example, after enabling the modification order feature, the Edit button on the detail page is automatically hidden and replaced with a Modify button.

When clicking the Modify button, the system checks 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 options are to void the data or have an administrator adjust the modification conditions before proceeding with the modification.

2. Entering the Edit Page

• Page Composition: The page consists of the source object’s layout + the unique fields of the modification order object. The reason for modification is displayed at the end of the Primary Object by default.
• Layout & Business Logic & Validation Rules: Inherited from the source object.

Note: The general buttons Save & New, Save as Draft, and the single-record button Copy are no longer supported.

3. Post-Modification Display

3.1 Primary Object Modification

After submitting modified data that meets the submission criteria, if the Record Original Value option is enabled for a field in the Primary Object, the display will reflect the changes as shown below:

3.2 Sub-object Modification

Modifications to Sub-objects are displayed in three colors:
- New - Green
- Modified - Orange
- Deleted - Red

The effect is shown below:

4. Modification Order Activation

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

After activation, you can view the modification history on the source document’s detail page, as shown below:

5. New Approval Effect

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

6. Frequently Asked Questions

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

• After purchasing a modification order license, any object that needs to support modification orders requires an independent grayscale application.
• Action: Apply for the Object Modification Order grayscale item.
• Path: CRM > Product Grayscale Application.

2. Can the “Please Enter” prompt in smart forms be hidden/deleted?

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