It looks like you have created an object in object designer. Depending on how you created that object, it should have created a collection on its module. So I'm guessing request.
Did you use the Object Creation Wizard or did you just create a new business object?
So my first place to start is in object designer to see if there is a collection of the PR Line. If yes, then you should have an action already associated to it.
If not, then you need to create a collection of PR Line on Request by dragging request on to the PR Line object and clicking yes to create a collection of PR Line on Request. You can then add your action.
Let us know how it goes.
I not quite sure but I believed I created the object manually, not through wizard:
I have dragged the PR line to request and has now created a collection:
Does the action have to be created manually or should it automatically appear on the actions list? Currently it does not appear.
You need to do it in the order that I specified to get the desired result.
Drag Request ---> New PR Line. Then click yes. By dragging PR line on to request and clicking yes, you get a collection of Request on PR Line (The opposite of what you want). So I would suggest deleting the 1-1 relationship first on Request of New PR Line and Save. And then delete the collection of Request on PR Line.
When you get to the point of a collection of Request on PR Line. Click on the Collection of PR line in request and you should have an action called "Manage Actions". Here you can Create/Modify the action name. If when clicking Manage Actions there is no action, click Add and select Created Related for the type of Action and enter the name of the action.
You should then be able to add the correct action to your process.
When you use the wizard and you are creating a new object. You select the object to create from, this will automatically create the collection on the selected object. By just creating the object, you are left with a standalone object until you manually create the collection.
Worked like a Charm John!
When I click on the "PR line" action, a new "PR" window which is the one I created.
Do you know how I can now, on the main request window, show a tab a the bottom with the details that I have filled in the "PR" window?
No problem. Glad that's working for you! In Window Manager, open the Request Window. You should see your PR LIne collection. You should also see all of the other tabs along the bottom of the window. Click on the collection you want to add, and then click again in the collection area.
View the properties of the collection and set Show On Window = True.
For the correct attributes to display in Web Desk, you will need to build a Query based on the PR Line object. Just add the attributes you require along with the relevant sort order - you don't need to apply any critieria. Once you have built the query, in object designer, open the PR Line object and set the default query to the query you just created this is set in the properties of the object.
Once saved, you should be good to go!
I managed to get it working with your solution!
Ill have to create a "remove line" button to be able to remove the lines now but I will verify this myself.