Custom Objects provide a powerful way to structure and manage this information if you have specialized data to track— such as properties, pets, events, or legal cases.
Before creating your first custom object, do check out – Getting Started with Custom Objects
Only admins have create, update and delete access for Custom Objects. Users have read-only access to view details but they cannot make changes to Custom Objects
Custom Objects feature is available only on the $497 plan
There can be a maximum of 3 custom objects created in a location
TABLE OF CONTENTS
Step 1: Create Custom Object
- Go to Subaccount > Settings > Objects
- Click on “Add Custom Object”
Step 2: Add Details about Custom Object
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Mention the singular name of the object e.g. Pet
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A plural name of the object should be added e.g. Pets
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Internal Name of the object and the primary field is created by default – it can be edited by clicking on the “</>” icon and updating the internal name.
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Add a name for the primary display field name – e.g. Pet Name, Pet Identification Number
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Add an icon to easily identify the custom object
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Also – add a description to the object to help anyone understand what the object signifies.
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Click on “Create Custom Object”
Step 3: Editing a Custom Object
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Once the Custom Object is created, the custom object will start appearing on the same page.
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You can click on any of the Custom Objects to start editing its details.
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Note that the primary display field and the internal names cannot be edited once created.
Deleting a Custom Object
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Click on the 3 dots near the custom object name
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Select “Delete” from the dropdown.
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Type “DELETE” in the text box and confirm deletion.
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The custom object is now deleted
Deleting a custom object is an irreversible action. Once a custom object is deleted, all its records, associations, workflows and custom fields will be deleted and cannot be recovered anymore.