Custom object types let you define your own data structures in ISO Mate using a visual builder, with no code. You create a type, lay out its tabs and columns, drag in the fields you need, then publish it so your team can start adding entries. Use it to track anything that does not fit a built in module, such as assets, vendors, contracts, or risks.
Create a new object type
- In the top toolbar, open the Settings menu (the gear icon), then choose Object Builder. The Object Types list opens.
- Click Create to open the builder. If Create with AI is enabled for your account, you can instead choose Create with AI from the split button and describe the object type in plain language.
- Click the edit icon next to the title to name the type, for example Asset, Vendor, or Contract. You can also name it the first time you save.
Lay out tabs and columns
Every object type starts with one tab. Tabs and columns control how the entry form is arranged.
- Use the add tab at the end of the tab bar to create a tab, and the edit icon on a tab to rename it.
- Inside a tab, click Add Column to add up to three columns.
- Use a column’s menu to rename or remove it.
Add fields
Field types live in the toolbox at the bottom of the builder. Drag a field type from the toolbox into a column to add it, then drag fields to reorder them or move them between columns.
Available field types
- Text Input: a single line of text.
- Text Area: multiple lines of text.
- Select: a dropdown where one option is chosen from a list you define.
- Radio Button: one option chosen from a set shown together, using options you define.
- Checkbox: a single true or false value.
- Toggle: an on or off switch, stored as true or false.
- File Upload: a file, with optional accepted file extensions.
Configure a field
Open a field’s menu and choose Edit to configure it. The available settings depend on the field type.
- Label: the field name shown to users. Required.
- Placeholder: hint text shown inside the field. Not available for Checkbox or Toggle.
- Required Field: makes the field mandatory.
- Options: for Select and Radio Button, the list of choices.
- Default Checked: for Checkbox and Toggle, whether it starts on.
- Accepted File Types: for File Upload, a comma separated list of extensions such as .pdf,.jpg,.png.
- Show in List, Include in CSV Export, and Include in PDF Export: control where the field value appears.
Show or require fields conditionally
You can show a field only when other fields have certain values, and you can make a field required only under certain conditions. Add a Display Condition or a Required Condition, then choose a field, an operator, and a value. Every condition in the group must be true. Select, Radio Button, Checkbox, Toggle, and File Upload fields support Equals and Not Equals. Text Input and Text Area fields also support Contains, Greater Than, and Less Than.
Show tabs conditionally
Any tab after the first can be shown only when fields on earlier tabs meet conditions. Use the tab’s settings icon to add tab conditions. This lets you reveal a tab progressively as an entry is filled in.
Preview and publish
- Click Preview to see the entry form the way your team will.
- Set the Status in the header, then click Save.
The status controls where the object type appears:
- Draft: hidden from the sidebar while you keep working on it.
- Published: appears in the sidebar under the Object Types section, and your team can open it to create entries.
- Archived: hidden from the sidebar but kept, along with its entries.
Edit an object type later
Reopen the Object Types list from Settings then Object Builder, and use the edit action on a row to change a type. You can add, remove, or rearrange tabs, columns, and fields at any time. The entry form updates to match the new layout the next time someone opens it.
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