Creating a Custom Object Submission

You can create an instance of the custom information type in Unifyr One and have it passed to a selected partner in the partner portal.

1. Navigate to Partner Management > Custom Objects.
2. Select the Custom Object for which to create a submission. In the example below, the Custom Object is called Case Studies.
3. Click Create New.

4. In the form that opens, complete the fields provided. Select the partner to which to make the information available.

   The forms and the fields it contains are configured in Advanced Administration > Forms & Fields > Custom Objects. You have one form for portal submissions and one form for submissions made here - they can be different. For more information, see Custom Objects.

5. Click Save to complete the submission. The information is added to the list view for the selected  Custom Object.

   

   Note

   The new submission is already approved, even though the Custom Object has Require Approval? set. The setting only applies to submissions made by your partners in the partner portal.

   The submission is also added to the partner portal, if the Custom Object Listing feature page is included in the site navigation. In the example below, the Custom Object Listing page is named Case Study.