Create and manage data objects

Overview

From the Objects and fields admin settings, you can create your own custom objects or add custom fields to standard objects or your own. You can then map your custom fields to objects in the data model and also choose when and where they are visible to schedulers and mobile users.

For detailed information on how to create and manage custom objects and fields, see Creating custom objects in the Skedulo Pulse Platform or Creating custom objects in Salesforce.

Skedulo comes with a number of standard data objects, which make up the data schema of the system. It is also possible to add your own objects so that your solution is customized for your organization. In addition, admin users can add fields to standard and custom data objects.

Objects

View object details

To view an object’s details and make changes to it, do the following:

1. Navigate to Settings > Objects and fields.
2. Click the name of the object you want to view. The object details page displays.

From this page you can do the following actions:

Create custom objects

By creating a new object, you are adding a table to the database. The fields that you add to the object are the table columns. For detailed information on how to create custom objects in the web app or through the API, please see the developer docs. Brief instructions are included here.

To create a data object, do the following:

1. Click Create custom object.
2. Enter a label, a name, and a description for the object.
3. Click Create, or to return without creating an object, click Cancel.

Edit default columns on an object

You can configure which columns show up in the default view of the object, and in what order they appear. It is also possible to customize the column headings and specify what should appear when there is no data.

To learn more about how to do this, please see the advanced configuration documentation.

Fields

Add custom fields to objects

To add a custom field to a standard or custom object, do the following:

1. Navigate to the object details page.
2. Click Add custom field.
3. Click to select the field type you want to add.
4. Click Next.
5. Fill all mandatory fields, at a minimum, and choose display settings. See the tables that follow for more information about these settings.
6. To proceed with adding the field, click Create. To return to the previous page of the wizard, click Prev, or to leave the wizard without creating a field, click Cancel.

Generic field settings

All fields can have the following configured:

Field-specific settings

Different field types have specific fields to configure in addition to the generic fields described above.

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