Create and manage data objects

Overview

From the Objects and fields admin settings, you can create your own objects or add fields to standard or custom objects. 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.

Skedulo comes with a number of standard data objects, which make up the data schema of your team. New objects and fields can be added to the system so that your solution is customized according to your organization’s business processes and requirements.

Objects

View object details

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

  1. Navigate to Settings > Data management > Objects & fields.
  2. Click the name of the object you want to view. Alternatively, click the vertical ellipse icon The vertical ellipse icon. at the end of the object’s row and then click View. The object details page displays.

From this page you can do the following actions:

Object type Action Procedure
Custom objects Edit object details Click Edit object details to update the object’s label and description.
Standard and custom objects Edit default columns Click Edit default columns to customize the order and appearance of columns in the object’s default view.
Add custom fields Click Add custom field to add your own field to a standard or custom object.
Rearrange custom fields Drag and drop fields to change their order.
Delete custom fields Click the bin icon to delete a field.
Edit custom fields Click on a field value to launch the Edit field wizard.

Create a custom object

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 steps:

  1. From the Objects & fields settings page, click Create custom object.
  2. Enter a label, a name, and a description for the object. The object name must be unique.
  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

You can add different field types to an object, depending on your needs:

  • Text
  • Text area
  • Decimal
  • Integer
  • Date
  • Time
  • Date & time
  • Checkbox
  • Picklist
  • Multi-picklist
  • URL
  • Lookup
  • Has many (can only be added when there is an existing lookup)

Add custom fields to objects

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

  1. From the object details page, click Add custom field.
  2. Click to select the field type you want to add.
  3. Click Next.
  4. Fill all mandatory fields and optional fields as needed.
  5. Select display settings. See the table that follows 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.

Display setting options

Setting Description
Show on Desktop Field will display on the web app.
Show on Mobile Field will display on the mobile app.
Editable on Mobile Field value will be editable on the mobile app.
Required on Mobile Field will be required to be completed on the mobile app.

Generic field settings

All fields can have the following configured:

Field Description
Object Predetermined by the object to which you are adding the field.
Field label (mandatory) The field label to be shown in the user interface.
Field name (mandatory) The field name in the data table.
Description An optional field for explaining the purpose of or other details about the field. It does not appear on the user interface.
Display settings Options for where the field should appear (on desktop or mobile), whether resources can edit the field in the mobile app, and whether it is mandatory for resources to fill the field.

Field-specific settings

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

Custom field type Additional type-specific fields
Text Field length (max 255)
Text area (long) Field length (max 131 072)
Decimal Field length (default 8) and Field decimal places (default 2)
Integer n/a
Date n/a
Time n/a
Date & time n/a
Checkbox Option to show the checkbox by default
Picklist Picklist values
Multi-picklist Picklist values
URL n/a
Lookup Target object
Has many Object that has a lookup relationship