Published at: 2025-10-30

Create or Edit Custom Object

I. Custom Object Overview

In addition to the system’s default objects, enterprises can create custom objects tailored to their specific requirements. These objects can establish relationships with other objects to meet unique business needs and enhance customization capabilities.

Custom object management includes two main functions:

Feature Description Use Case
Management List Enables administrators to manage and query all custom objects. Functions include enabling/disabling, deleting, duplicating objects, and viewing basic information. When viewing or editing custom objects.
Create 1) Direct Creation: Configure basic information and layout for custom objects.
2) Spreadsheet Import (Beta): Download an Excel template, fill in field information, and import to create objects. Complete by configuring basic information and layout.		 When default objects cannot meet business needs, e.g., creating custom objects like “Competitor” or “Delivery Order”.

II. Creating Custom Objects

Business Scenario Example: In e-commerce, digitizing delivery information requires creating a “Delivery Order” object for logistics management. Below demonstrates how to create this custom object.

2.1 Creating a New Object

Access Path:
[Admin Console] → [Object Management] → [Custom Object Management] → [Create New] or [Import from Spreadsheet]

picture coming soon:
Custom Object Management List & Creation Entry

2.2 Basic Configuration

2.2.1 Object Basic Information

  • Object Name: Customizable, must be unique.
  • API Name: Auto-generated but editable (for developers). Avoid modification unless necessary.
    • Naming Rules:
      • Starts with a letter
      • Allows letters, numbers, and underscores
      • Custom objects must end with __c
      • No consecutive underscores (except __c)
      • ≤38 characters
  • Status: Disabled objects are hidden. Enable after configuration.
  • Description: Optional explanatory notes.
  • Icon: Select an icon for the object.

picture coming soon:
Basic Information Configuration

2.2.2 Optional Features (Beta)

picture coming soon:
Optional Features Configuration

Related Teams:
- Enabled: Adds Related Teams functionality.
- Disabled:
- Removes Related Teams tabs and components.
- Hides preset buttons (e.g., “Add/Edit/Delete Team Members”).
- Excludes tenant-level scenarios like “Participated by Me”.
- Disables Related Teams in imports/exports and downstream processes.
- Toggle Logic: Can be enabled/disabled unless historical data exists.

Global Search:
- Enabled:
- Object appears in top search bar.
- Supports full-field search in lists.
- Available in “Associated Business Data” for records, reports, and calendars.

picture coming soon:
Global Search Bar

picture coming soon:
Full-Field Search

picture coming soon:
Associated Business Data Search

  • Disabled:
    • Excludes object from global searches.
    • Limits searches to primary fields.
  • Toggle Logic: Reversible.
  • Note: Sub-objects cannot use global search.

Follow-Up Activity:
- Enabled: Adds activity tracking.
- Disabled:
- Removes activity components.
- Hides “Log Activity” buttons (Web/mobile).
- Excludes object from activity associations.
- Toggle Logic: Reversible (check layout if components don’t reappear).

Modification History:
- Enabled: Tracks changes.
- Disabled:
- Removes history components.
- Stops logging changes.

picture coming soon:
Modification History Example

2.2.3 Primary Attribute Settings

Definition: The “title” field displaying key data.

Type 1: Auto-Increment ID
- Supports prefixes/suffixes with text or dates.
- Configurable digit length (exceeding limits won’t block increments).
- Reset rules: None or annual (January 1).

Type 2: Text
- Allows duplicate values.
- Input methods: Manual, scan, or both.

picture coming soon:

picture coming soon:
Text Primary Attribute Configuration

2.2.4 Display Field Settings

Definition: Replaces the primary attribute as the “title” in displays.

Access Path:
[Admin Console] → [Object Management] → [Custom Object Management] → [Products & Services] → [Basic Info] → [Edit] → [Display Field Settings]

Notes:
- Irreversible once enabled.
- Overrides all primary attribute displays (e.g., lookup fields, detail titles).
- Use calculated fields for historical data.

picture coming soon:
Products & Services Section

picture coming soon:
Basic Info Edit Page

picture coming soon:
Display Field Settings

2.3 Managing Custom Objects

  1. Disabling: Prohibited if objects have active relationships.
  2. Deletion: Must disable first.

2.4 Frontend Display

picture coming soon:
Custom Object Frontend Example

Submit Feedback
Next
Import and Create Objects from Excel