Adding a Custom Object to your Partner Portal

Note

This section doesn't apply to Custom Objects of type Deal. For the steps to present Deal Custom Objects to your partners when they're creating or updating deals, see Add a Custom Object to Deals.

Before you can add a Custom Object to the partner portal, you must first have at least one Custom Object with associated forms available. Follow the steps in Create a Custom Object.

If you have configured Custom Objects, add the Custom Object Listing feature page to your site navigation to make them available to your selected partners. Partners can submit custom information there, and view submissions that have already been made. For more information, see Adding Feature Bundles/Pages to a Partner Portal. You can also use the Custom Object dynamic content widget in a custom page, to provide the form for custom information. For more information, see Add Dynamic Content. This process describes how to use the Custom Object Listing feature page. 

Note

You add one Custom Object to a Custom Object Listing feature page. Your partners create submissions of the custom information represented by the Custom Object in the page. The Custom Object is displayed as configured in its Portal form (see Manage a Custom Object's Forms for more information).

Your partner users can change how their view of the list of submissions is presented to them, using the Configure Columns option:

To add the Custom Object Listing feature page to your partner portal:

1. Navigate to Partner Portal > Site Configuration.
2. Click the Partner View where you’d like to add Custom Object Listing.
3. On the left-hand sidebar, under Feature Pages, find Custom Object Listing.

4. Drag and drop Custom Object Listing onto your site tree.

   [Optional] You can use the arrows to change the navigation depth, edit the Page Details to rename the page and control the visibility of this page to specific Partner Groups.

5. Select the Custom Object that will be displayed by the feature page.
6. Click Save and Close.

This is an example of what a Custom Object Listing page can look like in the partner portal. The name of the page was changed in site navigation to reflect the custom object being represented there (Case Studies).

If you've given them permission, a partner can click Create in the top left of the page to access the form and submit the information.

Permissions for partners to create, edit, and view submissions of custom information are defined for the Custom Object. For more information, see Creating a Custom Object.