About Custom Objects

Custom Objects allow you to collect and store information from your partners and create code-free data customization for your unique business needs. A Custom Object can be considered as a custom information type and you create the fields you want completed for that type. 

For example:

Custom Object = Case Studies

Custom Fields for the Case Studies information type - the Custom Object could include these:

• Publications - multiselect
• Customer Name - text
• Customer Logo - image
• Customer Consent - checkbox
• Document Summary - rich text
• Draft Document - file
• Sharing Preference - radio
• Publication Date - date

Forms created for the information type are provided to assist with the collection of the data you want:

• Portal form - Partners can create and submit their instances of the information (called Submissions). Add the Custom Object Listing feature page to your site navigation, or embed the Custom Object dynamic content widget in a custom page, to present a specific Custom Object in the partner portal as required. 

  You can also have a form for custom information embedded into deals, if you use the Object Type Deal when creating your Custom Object.

• Admin form - You can create instances of the information on behalf of your partners in Unifyr One Admin.

The forms can be customized to use any of the Custom Fields in place for the Custom Object. You can also make the fields in the form required, or read-only, or specify that they should be displayed under certain conditions.

You can manage as many Custom Objects as you need and decide which fields are collected for the information type.

Permissions for a Custom Object allow you to decide if partners can create, edit, and/or view submissions of its custom information in the portal.

 Training

Learn more with our training course:

• Admin Settings - Custom Objects

You will be prompted to log into your CustomerONE account to access the links.