Object Properties

From AgileApps Support Wiki
Revision as of 22:52, 25 June 2013 by imported>Aeric (→‎Working with Object Properties)

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Object properties are attributes of an object, akin to the color or model of a motor vehicle.

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Note: This page shows chosen options only. Click [Edit] to see the full range of choices.

About Object Properties

The object Properties page displays object characteristics and it's relationship to other objects.

Working with Object Properties

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Users that have the Customize Objects permission can edit Fields. 

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Note:
Only a subset of the properties are shown when creating an object. To see that subset, visit New Object Properties.

Object Properties Settings

Object Information

Object Name
Used by the system
Only alphanumeric (a-z A-Z 0-9) and underscore (_) characters are allowed, no spaces
Must be 64 characters or less
Display Label (Plural)
Plural form of the Object Name
Display Label (Singular)
Object Name
Active
When clicked, this object is active in the system
Make this object available as Tab
Checked by Default
  • If checked, this object is available as a tab in the UI (User Interface)
  • If unchecked, this object is hidden
  • Hidden tabs are used to hold information and support related objects
Web Enabled
  • This option is available only for Custom Objects.
  • When checked, this object is web enabled, and data can be added to the object, from a Web Form
Help URL
  • Base URL for the custom help web page which can be specified for an Object)
  • Optional.
Learn more: Help URL
Available for Reporting
Optionally, make this object unavailable for Reports
Checked by Default
  • If checked, this object is available for use in Reports
  • If unchecked, this object is not available for use in Reports
Available for Search
Optionally, make this object unavailable for Search
Checked by Default
  • If checked, this object is available for use in Searches
  • If unchecked, this object is not available for use in Searches
Recycle Deleted Records
Define how deleted items are discarded from Objects
Checkbox, checked by default

Permissions

  • Enabled by default, these options determine if the specified action is available for the object
    Note: For any action that is disabled, the related action buttons are hidden in the UI, and access via APIs is also disabled.
  • To disable an action, uncheck the checkbox
  • These selections work with Custom Access Criteria options in the Access Control section
  • Add: Add records to the object, enabled by default
  • Retrieve: Access records individually or via Views/Reports, enabled by default
  • Update: Update records in the object, enabled by default
  • Delete: Delete records from the object, enabled by default

Access Control

  • Role Based Permissions - With this option, Roles and teams determine record access.
Learn more: Role Based Permissions
  • Custom Access Criteria - With this option, you specify the conditions that must be met to allow different kinds of access.

Description Information

Description
Summarize the object in a paragraph or less.

Object Relationships

In the Cases object, for example, in the Object Relationships section, you see lines that looks like this:

Object Alias Relationship Type ...
Accounts Many to One ...

The way to read that line is "Many (Cases) to One (Account)". Or, in general terms:

"Many (of the current object) to One (of the object on this line)"

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Note: To change an object relationship, click the appropriate entry in that section. (The [Edit] button applies to the properties above. When you click it, you no longer see the relationships.)
Learn more: Object Relationships.