Difference between revisions of "Manage Objects"

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imported>Aeric
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{{ #ifeq: {{PAGENAME}}
<noinclude>'''[[File:GearIcon.png]] > Customization > Objects > {object}'''
|Manage Objects
|'''Designer > Objects > {object}'''
__TOC__
__TOC__
|}}
</noinclude>
{{PermissionRef|Customize Objects|manage Objects}}


{{Permissions|Customize Objects|manage Objects}}
===Add a New Object===
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==Add a New Object==
{{:HowTo:Create an Object}}
{{:HowTo:Create an Object}}
===Modify an Object===
To modify an object:
#'''[[File:GearIcon.png]] > Customization > Objects > {object}'''<br>The object page appears.
# Click the headings or the sidebar entries to view and modify the various aspects of the object.


== Edit an Object==
===Delete an Object===
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When a {{type|}} is created or edited, the following options are available for customization:
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:''Note:'' {{Type}}s may not include all of these options
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{| border="1" cellpadding="5" cellspacing="0"
!Object Tab
!Description
|-
|[[Object Properties|Properties]]||Define Object information and set preferences for [[Campaigns|Email Campaign]] tracking, [[Notes]] and [[Activities]] management
|-
|[[Fields]]||Add/Edit/Delete [[Fields]], or set [[Field Audit Log]] preferences
|-
|[[Forms]]||Create data entry forms ([[Forms]]) and set [[Team]]/[[Role]] access permission
|-
|[[Actions]]||Create custom actions that can be tied to a [[Component]], [[Page]] or JavaScript to execute an operation on a Record or group of RecordsΒ  Β 
|-
|[[Record Locator|Record Locators]]||Define the methods to locate records (define the fields to display in Lookup or Search results, create a unique [[Record Id]], or define fields to include in a [[Search]])
|-
|[[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation
|-
|[[Validations]]||Prevents bad data from being entered into the database
|-
|[[Data Policy|Data Policies]]||Model your business rules and enable automation of processes around data records
|-
|[[Assignment Policy|Assignments]]||Automatically assign record ownership and trigger notification via email; Visible only in the [[{{Leadprospect}}]] or [[Support Cases|Cases]] Objects
|-
|[[Print Templates]]||Print Templates create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
|-
|[[Web Forms]]||Collect information from your company web site, and automatically add it to this object
|-
|[[Workflows]]||Automate business processes (request, approve/deny, escalate, etc.)
|}
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==Delete an Object==
When an object is deleted, the associated Data Tab will not be available in your application. All of the records and [[Related Information]] in the object are deleted. Deleting an Object moves all associated records to the [[Recycle Bin]].
When an object is deleted, the associated Data Tab will not be available in your application. All of the records and [[Related Information]] in the object are deleted. Deleting an Object moves all associated records to the [[Recycle Bin]].


To delete an object:
To delete an object:
#Click '''Designer > Objects > {object}'''
#Go to '''[[File:GearIcon.png]] > Customization > Objects > {object} > Object Properties'''
#From the Properties tab, click the '''[Delete]''' button
#Click '''[Delete]'''
#Enter your name to confirm your action
#Enter your name to confirm your action
#Click '''[Delete]''' once again to delete the object, along with all of the records it contains.
#Click '''[Delete]''' once again to delete the object, along with all of the records it contains.
{{Note| Upon deleting an object, it will also be removed from the Bookmarks and Saved Searches.}}
== Aspects of an Object ==
{{:Object Aspects}}

Latest revision as of 08:33, 10 July 2023

GearIcon.png > Customization > Objects > {object}

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Users that have the Customize Objects permission can manage Objects. 

Add a New Object

1. Click GearIcon.png > Customization > Objects
2. Click the [New Object] button.
Two tabs appear, giving you the option to create an object by importing data from a CSV file exported from a spreadsheet, or by using the object-construction wizard.
3 Choose your object-construction method:
Create By Import
Paste data copied from a spreadsheet, or import it from a file:
  • The wizard identifies the number of columns of data, and gives you an opportunity to specify the Field Display Type for each column
  • An Object is created from the data. You can then modify the object however you like.
Create Using Wizard
Define as many Objects as you need and specify the Relationships between them.
After an object is created, you're in the design mode for that object.
If multiple objects are created, you can choose which object to visit.

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Best Practice:
A consistent naming convention makes it easier to avoid mistakes when referencing an object.

A plural name is generally preferred. After all, an object is essentially a database table with multiple records. (Use the singular version of the name when referring to an individual record.)

Modify an Object

To modify an object:

  1. GearIcon.png > Customization > Objects > {object}
    The object page appears.
  2. Click the headings or the sidebar entries to view and modify the various aspects of the object.

Delete an Object

When an object is deleted, the associated Data Tab will not be available in your application. All of the records and Related Information in the object are deleted. Deleting an Object moves all associated records to the Recycle Bin.

To delete an object:

  1. Go to GearIcon.png > Customization > Objects > {object} > Object Properties
  2. Click [Delete]
  3. Enter your name to confirm your action
  4. Click [Delete] once again to delete the object, along with all of the records it contains.

Notepad.png

Note: Upon deleting an object, it will also be removed from the Bookmarks and Saved Searches.

Aspects of an Object

Custom Objects provode the following options for customization.

Fields and Forms

Fields Add/Edit/Delete Fields, or set Field Audit Log preferences.
Forms Create data entry forms (Forms) and assign them to Roles.
Validations Prevents bad data from being entered into the database.
Forms Assignment Specify which Roles use which Forms.
Macros Specify conditions and select actions to be executed when the user selects the macro from the list of Record Actions.
Custom Form Actions Add custom code to a form to provide buttons that a user can click.
Activity History Displays the list of activities that have taken place with respect to the record, starting with the most recent.

Automation

Business Rules Define Rules and Rule Sets to automate processing.
Macros Allow users to perform several actions with a single click.
Processes Define a series of tasks and the flow between them--both automated (including Web Services) and manual (specifying the team, role, or person who needs to accomplish them.
External Data Sources Use a Web Service to retrieve related records from an external data store.
SLAs Define Service Level Agreements and their objectives.
SLA Escalations Define escalation policies to send reminders and change record ownership, in order to meet SLA deadlines.

Communication Templates

Email Templates Email Templates are mail-merge forms that can use Template Variables as placeholders for record-specific data.
Document Templates Document Templates are used like mail-merge forms to print a record as an invoice, a receipt, etc.

Record Additions

These items can be added to any record, in any object.

Tasks Create a single-task or define a multi-step task sequence, and designate the person or group that needs to carry it out.
Private Notes and Email Messages Send messages and add notes, automatically recording in the record's activity history.
Attachments Add an attachment to a note or message, click [Add File] in the sidebar to add an attachment.

Object Settings

Object Properties
Edit Modify properties, including singular and plural labels.
Delete Delete the object and any records it contains. You'll be asked to provide your full name for the log. Enter first name, space, and last name, exactly as they appear in your personal account settings.
Object Relationships
Child Objects Take advantage of inheritance to create variations of an object, while defining aspects that are common to all children in the parent object.
Related Objects View and manage relationships with other objects defined by Lookup fields.
Indexes Define a unique identifier to improve search performance and prevent duplicate record creation
Field Audit Log Settings Select fields for auditing. All changes to specified fields are then recorded in the Field Audit Log.
Record Locator Define the methods to locate records (define the fields to display in Lookup or Search results, create a unique Record Id, or define fields to include in a Search)