Manage Objects

From AgileApps Support Wiki
Revision as of 19:44, 10 April 2013 by imported>Aeric (→‎Edit an Object)

Designer > 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.)


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.

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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 Enable logging of changes to data in selected fields.
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 __TBD: See http://lj.platformatyourservice.com/lj90/Data_Policies __
Workflows __TBD: See See http://lj.platformatyourservice.com/lj90/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 Take advantage of inheritance to create variations of an object, while defining aspects that are common to all children in the parent object.
Relationships View and manage relationships with other objects defined by Lookup fields.
Email Templates __TBD: Location TBD__
Rules __TBD: Location TBD__
Processes __TBD: Location TBD__

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.