When your process does not fit a standard module, build exactly what you need. Custom Objects lets you design your own data structures with a visual, no-code form builder, so you can track anything your business runs on inside ISO Mate.
The challenge it solves
Every team has data that never fits a generic tool. It ends up scattered across spreadsheets, shared drives, and email threads where it is hard to find, easy to break, and impossible to report on. Custom Objects brings that data into ISO Mate with structure, validation, and access control built in, so it stays accurate and everyone works from one source of truth.
What you can do
- Build forms without code: drag and drop fields into tabs and multi-column layouts with a visual builder.
- Capture clean data every time: set validation rules and required fields so entries stay consistent and complete.
- Choose the right field for every value: single-line text, multi-line text, dropdown selects, radio buttons, checkboxes, on or off toggles, and file uploads.
- Show fields only when they apply: conditional visibility reveals tabs and fields based on earlier answers, keeping long forms simple.
- Roll out safely: design a schema in Draft, then Publish it to make it available and add it to the sidebar for quick access.
- Manage records at scale: search, filter, edit, and bulk-update entries, attach files, and export to CSV or PDF.
Popular use cases
- Asset register: track hardware, software, and equipment with owners, locations, and purchase details.
- Product or inventory catalog: manage SKUs, pricing, stock levels, and suppliers in one structured list.
- Client and project tracker: keep clients, engagements, budgets, and key dates organized in one place.
- Supplier and vendor register: record third parties, contract values, and renewal dates for easy review.
- Training and certification records: log employee training, competencies, and renewal dates across the team.
- Contract and license tracker: capture vendor and terms, track renewal status with a select or toggle, and attach the signed document with a file upload field.
Works with the rest of ISO Mate
Custom Objects is not a silo. Trigger Workflow Automation when an entry is created or changes to route approvals, reminders, and follow-up tasks. Build charts and export entry data to PDF or CSV with Reporting and Analytics. Create entries just by describing them with the AI Assistant. And stay on top of changes with entry notifications, so the right people always know when something moves.
Key benefits at a glance
- No-code setup: anyone on the team can build and manage object types.
- Clean, consistent data: validation and required fields keep entries reliable.
- One source of truth: replace scattered spreadsheets with structured records.
- Fully connected: works with workflows, reporting, notifications, and the AI Assistant.