Creating and Updating Custom Object Records

Feature 1: Creating a New Custom Object Record

To create a new custom object record, follow these steps:

1. Navigate to the relevant custom object:

   • In the left-hand navigation panel, select the custom object type (e.g., Pets, Cars, etc.).

2. Click "Add" to Create a New Record:

   • On the top right corner of the screen, click on the Add button (e.g., “Add Pet”).

3. Fill in the Required Fields:

   • In the form that appears, enter the value for the primary field for that object.

4. Save the Record:

   • Once the required information is added, click Save.

   • Optionally, you can choose Save and Add Another to create additional records without leaving the form.

You can only add values for the primary fields while creating a custom object record

Feature 2: Updating an Existing Custom Object Record

To update a record, follow these steps:

1. Open the Custom Object Record:

   • Navigate to the list of custom objects and locate the record you wish to update.

   • Click on the record name to open its details.

2. Edit the Required Fields:

   • Click the Edit button to make changes to the object.

   • Update fields such as text, numeric values, dropdowns, etc., based on the changes you need to apply.

3. Save Changes:

   • After making the necessary updates, click the Save button to apply changes.

   • Alternatively, click Cancel if you do not wish to save the changes.

Feature 3: Managing Related Objects

For some custom objects, you may want to associate other records like contacts, products, or houses with them. Here’s how you can manage those associations:

1. Navigate to the "Related Objects" Section:

   • Open the object record and locate the Related Objects section.

   • Click Add next to the object you want to associate (e.g., Contacts, Products).

2. Associate New Records:

   • Search for the related record (e.g., a contact) you want to associate and click Associate to link it to the custom object.

Feature 4: Deleting a Custom Object Record

If you need to delete a custom object record, follow these steps:

1. Open the Record:

   • Navigate to the record you wish to delete and open it.

2. Click on the Kebab (Three Dots) Menu:

   • In the record details view, click the kebab menu (three dots) on the top right.

3. Select "Delete":

   • From the dropdown, click Delete Record to permanently remove the record.

   • In the next confirmation modal, confirm the deletion.

Deleting a custom object is an irreversible change. Once deleted, a custom object record cannot be restored.