Create and manage data objects
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.
NoteThere are different methods for creating custom objects and fields for the Skedulo Pulse Platform and Skedulo for Salesforce.
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.
View object details
To view an object’s details and make changes to it, do the following:
- Navigate to Settings > Objects and fields.
- Click the name of the object you want to view. The object details page displays.
From this page you can do the following actions:
|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 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:
- Click Create custom object.
- Enter a label, a name, and a description for the object.
- 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.
Add custom fields to objects
To add a custom field to a standard or custom object, do the following:
- Navigate to the object details page.
- Click Add custom field.
- Click to select the field type you want to add.
- Click Next.
- Fill all mandatory fields, at a minimum, and choose display settings. See the tables that follow for more information about these settings.
- 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:
|Object||Predetermined by the object to which you are adding the field.||No|
|Field label (mandatory)||The field label to be shown in the user interface.||Yes|
|Field name (mandatory)||The field name in the data table.||No|
|Description||An optional field for explaining the purpose of or other details about the field. It does not appear on the user interface.||Yes|
|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.||Yes|
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)|
|Number||Field length (default 8); Field decimal places (default 2)|
|Checkbox||Option to show by default|
|Picklist (with multi-select)||Picklist values|
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