Objects are arranged as a hierarchy or tree structure that defines their parent-child relationships.
To view object types:
- Select the Administration tab. Tabs remember the page you last worked on, so select the tab again to ensure you're on the Administration page.
- Under Data Management, click Object Types.
- Use the Object Categories drop-down menu to filter the list of object types, or click on the object types to open and close the object categories. The object types for the selected category appear.
-
To view details for an object type, click the name of the object type.
- The General section displays the following
information:
- Nestable—shows whether the object can be nested to build a hierarchical structure with objects of the same type as a parent or child.
- Parent—shows the possible parent objects, or None if the object doesn't have a parent. Click the name of a parent object to view the details page for the parent object.
- Inherits Parent Fields—shows if the object inherits information from its parent object.
- The Fields section displays the
following information:
- Display Name—the user-friendly name for the field. This is the name that appears to users.
- Field Name—the internal database name for the information field. This name doesn't normally appear to users.
- Type—the data type for the field, such as text string or integer.
- Editable—shows whether the field can be edited by users. Typically, standard system fields aren't editable, while user-defined fields are editable.
- Required—shows whether the field is required or optional information for the object.
- Inherited—shows whether information in the field is inherited from parent objects.
- Default Value—shows the default content for the field.
- The Child Object section lists object types that may be children of the current object type. Click the name of a child object to view its details page.
- The General section displays the following
information:
-
Under Fields, perform the following:
- Click New to add a user-defined field to the object. For more information, refer to Object types and user-defined fields.
- To view details for an object type field, click the name of the
field.
- The General section may contain the
following details:
- Field Name—the internal database name for the field. This name doesn't normally appear to users.
- Display Name—the user-friendly name for the field. This is the name that appears to users.
- Default Value—shows the default value for the field.
- Type—the data type for the field, such as text string or integer.
- Editable—shows if the field can be edited by users. Normally, standard system fields aren't editable. User-defined fields are usually editable.
- Required—shows if the field is required or optional information for the object.
- Hide from Search—shows if the information in the field is available to the Search function.
- Predefined Values—lists predefined values that can be selected from the field.
- Validator Properties—shows validation rules assigned to the field.
- The General section may contain the
following details: