Object Properties

> Customization > Objects > {object} > [Edit]

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

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

Working with Object Properties

Users that have the Customize Objects permission can edit Fields.

1. Go to > Customization > Objects > {object} > [Edit]
2. Click Properties
3. The first part of the page displays individual properties, in sections.
   • Click [Edit] below that part of the page to modify them.
4. The Related Information section at the end of the page displays Child Objects and Object Relationships
   • Click [New Child Object] or select an object to modify it
   • Click on an object relationship to modify that relationship
5. Click [Save] when done

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

Editable Properties

Click the [Edit] button at the end of these sections to make changes.

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

• If checked, Soft Delete is enabled; Deleted items are placed in the Recycle Bin, and can be Restored
• If unchecked, Hard Delete is enabled; Deleted items are Deleted Forever, and are not moved to the Recycle Bin

CMIS Document Type

Type the details for the custom document type. Ensure to add this custom configuration information at tenant level.

Note: This option is available only when you enable the CMIS Configuration by going to Settings > Administrator > Account Management > External Document Storage

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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.

Learn more: Custom Access Criteria

Description Information

Description

Summarize the object in a paragraph or less.