Editing SmartObjects from SharePoint

A SmartObject can be edited from the application by:

  • Selecting the SmartObject and clicking Edit in the menu bar.
  • Right-clicking on the SmartObject and selecting Edit.

Editing a SmartObject creates a new version of the SmartObject, and by default the latest version of a SmartObject is always used by forms, views, and workflows.

Since SmartObjects are one of the fundamental components on which other components depend, editing the SmartObject may affect the other components such as views, forms, and workflows. For example, if this SmartObject has been used in a view, it will be necessary to make changes to the view to include the changes made to the SmartObject. Suppose you had a view called Region Details which uses the Region SmartObject. If you edit the SmartObject and add a new property such as Cost Center Code, you must edit the Region Details view to show the new property on the view. If you want to use the new SmartObject property in a workflow, you edit the workflow accordingly and then redeploy the workflow.