Core Fields: Business Objective

Modified on Thu, 3 Sep at 5:10 PM

Core Fields: Business Objective

The fields available for the Business Objective module, and what each one is for

Contents

1. Introduction & Context
2. Key Features & Functions
3. Requirements
4. Step-by-Step Guide
- Business Objective: Field Reference
5. Common Issues & Troubleshooting
6. Related Articles

1. Introduction & Context

This article lists the fields available for the Business Objective module and what each one is for, and shows how to choose which fields appear as columns in the Business Objective list view.

Who is it for? This is configured by Clew Admins in Admin Settings, under Custom Types > Business Objective.

What does it impact? These settings control what your team sees and can enter on Business Objective records, not the underlying data itself.

Note: Controlling where a field appears (New Form, Edit Form, Mass Edit Form, Show View) works the same way for Business Objective as for every other module, using the eye icons and Mass Edit in Core Field Settings. See Core Fields: Overview for how that works; this article focuses on what the Business Objective-specific fields are and what they mean.

2. Key Features & Functions

Field coverage: covering ownership & approval, objective description & classification, dates & scheduling, and record & system fields, listed in full in Section 4.
Default list view columns: out of the box, the Business Objective list view shows Type, ID #, Title, State, Indicators, Business Objective Type, Approver, Owner, Parent Business Objective, and Read-only.

3. Requirements

Clew Admin access, to open Admin Settings and Custom Types > Business Objective.
The Business Objective module must already be enabled in Clew.

4. Step-by-Step Guide

Business Objective: Core Field Visibility

Go to Admin Settings and open Custom Types.
Select Business Objective.
Scroll to Core Field Settings. Use the search box to find a specific field if the list is long.
Update fields individually using the eye icons, or select several rows and use Mass Edit. See Core Fields: Overview for how these controls work.

By default, the Business Objective list view's Selected Fields include Type, ID #, Title, State, Indicators, Business Objective Type, Approver, Owner, Parent Business Objective, and Read-only.

Business Objective: Field Reference

The fields available for the Business Objective module, grouped by what they're used for. For how to control where each one appears (New Form, Edit Form, Mass Edit Form, Show View), see Core Fields: Overview.

Ownership & Approval

Field	What it's for
Owner	The person who owns the business objective.
Owners	Everyone who owns the business objective, where more than one person can be assigned.
Owner Role	The role an Owner holds.
Approver	The person responsible for approving the objective.
Approver Role	The role the Approver holds.
Assignee	The person the objective is currently assigned to.
Assignees	Everyone currently assigned to the objective, where more than one person can be assigned.
Assignee Role	The role the assignee holds.

Objective Description & Classification

Field	What it's for
Details	A written description of the business objective.
Business Objective Type	The type classification for this business objective.
Indicators	The performance indicator(s) linked to this objective, used to track progress.
Risk Appetite	The organisation's risk appetite associated with this objective.
Parent Business Objective	The higher-level objective this one rolls up to, where objectives are organised hierarchically.
Read-only	Flags whether the objective record is read-only and cannot be edited.

Dates & Scheduling

Field	What it's for
Due Date	The date the objective is due to be achieved.
Closed at	The date and time the record was closed.

Record & System Fields

Field	What it's for
Type	The record type classification, distinguishing this custom type (Business Objective) within its module.
ID #	The unique identifier number automatically assigned to the record.
Title	The short name or title given to the objective.
State	The record's current position in its workflow (this module labels the field State rather than Status).
Created at	The date and time the record was first created.
Updated At	The date and time the record was last updated.
Created by	The user who created the record.
UUID	A unique identifier automatically generated for the record, in addition to the sequential ID #.

5. Common Issues & Troubleshooting

These issues apply to Business Objective the same way they do to every module. See Core Fields: Overview for the general troubleshooting table and best practices.

Issue	Likely Cause	Solution
A Business Objective field doesn't appear on a form or Show View	That specific column is switched off for the field in Business Objective's Core Field Settings	Open Custom Types > Business Objective > Core Field Settings and switch on the relevant column for that field
A field isn't listed under Business Objective's Available Fields or Core Field Settings at all	The field has not been enabled for your organisation	Raise a request with Clew support to have the field enabled for Business Objective

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