Manage Objects

Designer > Objects > {object}

Users that have the Customize Objects permission can manage Objects.

Add a New Object

1. Click > 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.

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.)

Edit an Object

When a Custom Object is created or edited, the following options are available for customization:

Note: System Objects may not include all of these options

Object Button	Description
Properties	Define Object information. Note: Click the arrow next to the object name to see which options have been choices. Click [Edit] to make changes and see the full range of choices.
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)
Field Audit Log Settings
Delete	Use this option to delete the object and any records it contains. You'll be asked to provide your full name, for the log. Enter it first name, space, and last name, exactly as they appears in your personal account settings.

Object Tab	Description
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
Data Policies
Workflows
Document Templates	Document 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
Actions	Create custom actions that can be tied to a Component, Page or JavaScript to execute an operation on a Record or group of Records
Indexes	Define a unique identifier to improve search performance and prevent duplicate record creation
Child Objects
Relationships
Rules
Processes

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. Click Designer > Objects > {object}
2. From the Properties tab, click the [Delete] button
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.