HowTo:Create an Object

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For:   Designers
Level: Beginner
Time: 2 minutes

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    ◾ HowTo Guides

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.


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.)

Learn more: Edit an Object