Custom Object Types
Custom Object Types let you define your own data structures with a visual form builder. Create types for anything your team needs to track: assets, vendors, contracts, or any custom data.
Creating an Object Type
- Navigate to Settings > Object Types (or find Object Types in the sidebar).
- Click Add.
- Enter the object type name (e.g., “Asset”, “Vendor”, “Contract”).
- Add a description and choose an icon.
- Click Save to create the type and open the form builder.
Using the Form Builder
The form builder lets you define the fields that make up your object type:
- Click Add Field to add a new field.
- Choose the field type:
- Text: Single-line text input
- Textarea: Multi-line text input
- Number: Numeric input
- Date: Date picker
- Select: Dropdown with predefined options
- Multi-Select: Multiple selection from predefined options
- Checkbox: Boolean toggle
- Email: Email address input with validation
- URL: URL input with validation
- Phone: Phone number input
- Configure field properties: label, placeholder, required/optional, default value.
- For Select and Multi-Select fields, define the available options.
- Drag fields to reorder them.
Organizing with Tabs
For complex object types, organize fields into tabs:
- Click Add Tab to create a new tab.
- Name the tab (e.g., “General”, “Financial”, “Technical”).
- Drag fields into the appropriate tab.
- Users will see tabs when creating or viewing entries.
Publishing
- When your object type is ready, click Publish.
- Published object types appear in the sidebar under the Custom Objects section.
- Team members can now create entries using the published type.
You can unpublish an object type to hide it from the sidebar without deleting it or its entries.
Editing an Object Type
You can add, remove, or modify fields on an existing object type. Existing entries will adapt to the updated schema. Removing a field does not delete the data from existing entries immediately.