Creating a Custom Object

To create a Custom Object to represent a custom information type:

1. Navigate to   > Settings > Forms & Fields .
2. Choose Custom Objects.
3. In the Custom Objects list, click Create Object.

4. Provide the following information for the new Custom Object:

   Parameter	Type	Description
   Object Name	Text	The name of the object (information type)
   Url Key	Text	This is populated automatically from the value you enter in Object Name
   Description	Text	More information about the object (describe the type of information you want the user to provide, for example Provide a case study to demonstrate how CCOE's solution is helping your customers achieve their goals)
   Object Type	Dropdown	Choose the type of Custom Object to create: Standard (default) - To represent any type of custom information Custom Objects of this type can be presented to partners via the Custom Object Listing feature page or the Custom Object dynamic content widget in a custom page Deal - To represent custom information for deals Custom Objects of this type will be presented to partners in the deal create/update screen, for deals of any type Select both types if you want to have a Custom Object available both in the feature/custom page and in deals.
   Require Approval?	Checkbox	[Optional] Check this option to specify that all instances of information of this type made by partners must be approved by you. If set, you can approve/reject the submissions in Partner Management > Custom Objects. For more information, see About Custom Objects and Submissions. Note: If this is set, the approval requirement doesn't apply to instances of custom information that you create on behalf of your partners in Unifyr One Admin. Note: Custom Objects of type Deal can't be configured to require approval.
   Partner Access Level	Checkbox	Decide how partners can interact with instances of information of this type in the portal. Create and Edit (default) - partners can create their own submissions, and edit and view existing ones Edit Only - partners can edit and view existing submissions View Only

    

5. Click Save. The new object is added to the Custom Objects list with the Custom Fields tab active, where you can configure the fields it will include.

   See Add Fields to a Custom Object for information on how to add Custom Fields to the object.

   In addition, two forms are added to the Forms tab for the object:

   • Custom Object Portal
   • Custom Object Admin

   See Manage a Custom Object's Forms for more information.