Object Properties

Designer > Objects > {object} > [Edit]

Object properties are attributes of an object, akin to the color or model of a motor vehicle.

Note: This page shows chosen options only. Click [Edit] to see the full range of choices.

About Object Properties

When creating an object, only a small subset of the object's properties can be defined. But once created, many additional properties become available:

• Click the [Edit] button at the top of the page to modify them,
• or click the small triangular arrow next to the object name, to display them

Note: To change object relationships defined in the Related (object) Information section at the end of the object properties, you click in that section directly. When you click the [Edit] button, you can no longer see those relationships.

Working with Object Properties

Users that have the Customize Objects permission can edit Fields

When viewing an object, you click the [Edit] button to modify properties. You can also click the section-expand icon () to see that information, and then click the section-collapse icon () to close it again.

Note: The object ID is only visible when you expand the properties section using the icon. (That information is never needed in the GUI, however, and even the APIs work with object names.) Only a subset of the properties are shown when creating an object. To see that subset, visit Object Properties when Adding.

Object Properties Settings

Object Information

Object Name

Used by the system

Only alphanumeric (a-z A-Z 0-9) and underscore (_) characters are allowed, no spaces

Must be 64 characters or less

Display Label (Plural)

Plural form of the Object Name

Display Label (Singular)

Object Name

Active

When clicked, this object is active in the system

Make this object available as Tab

Checked by Default

• If checked, this object is available as a tab in the UI (User Interface)
• If unchecked, this object is hidden

• Hidden tabs are used to hold information and support related objects

Web Enabled

• This option is available only for Custom Objects and Prospects.
• When checked, this object is web enabled, and data can be added to the object, from a Web Form

Help URL

• Base URL for the custom help web page which can be specified for an Object)
• Optional.

Learn more: Help URL

Available for Reporting

Optionally, make this object unavailable for Reports

Checked by Default

• If checked, this object is available for use in Reports
• If unchecked, this object is not available for use in Reports

Available for Search

Optionally, make this object unavailable for Search

Checked by Default

• If checked, this object is available for use in Searches
• If unchecked, this object is not available for use in Searches

Recycle Deleted Records

Define how deleted items are discarded from Objects

Checkbox, checked by default

• If checked, Soft Delete is enabled; Deleted items are placed in the Recycle Bin, and can be Restored
• If unchecked, Hard Delete is enabled; Deleted items are Deleted Forever, and are not moved to the Recycle Bin

View Configuration

Standard View

Default, allows creation of Views based on the fields present in this object

Database View

Allows creation of Views based on Database Views that contain this object

Note: A Database View can be selected for a View Configuration in (at most) one object

Permissions

• Enabled by default, these options determine if the specified action is available for the object
  Note: For any action that is disabled, the related action buttons are hidden in the UI, and access via APIs is also disabled.
• To disable an action, uncheck the checkbox
• These selections work with Custom Access Criteria options in the Access Control section

• Add: Add records to the object, enabled by default
• Retrieve: Access records individually or via Views/Reports, enabled by default
• Update: Update records in the object, enabled by default
• Delete: Delete records from the object, enabled by default

Access Control

Role Based Permissions

Learn more: Role Based Permissions

Custom Access Criteria

Learn more: Custom Access Criteria

Note: Permissions settings take precedence over Access Control.

Notes and Activities Management

Track Notes and Attachments

When selected, this object will track Notes and Attachments in the Related Information section.

Track Activities

When selected, this object will track Activities in the related information section

Tip: If an object is not Active or Web Enabled, or if you did not select the options to Track Notes, Attachments, and Activities, you can do so at any time. This feature lets you publish an application to the web, add notes, attachments, tasks, and appointments, log calls, send email, and perform other actions related to object records.

Forms Assignment

This section determines which Forms are displayed for a given user.

Using Custom Criteria

This option exists for backward compatibility. It is no longer possible to specify arbitrary access criteria (use Roles instead). However, applications which utilized this capability in the past will continue to work as they did before.

Using Custom Presentation Pages

Custom JSP/Html Pages are used to access object data. When this option is selected, the Presentation Pages below appears.

Using Roles

Use the role-based Forms Assignment capability for forms.

Presentation Pages This section appears when the Custom Presentation Pages option is selected, above. A Presentation Page gives you full control over the layout a user sees when adding, updating, or deleting a record. You can define a different JSP Page for each purpose, and use any layout controls you like in the page. You can specify: View Record Page - The page to use when viewing a record. Add Record Page - The page to use when adding a record. Update Record Page - The page to use when updating a record. The dropdown list that accompanies each option lists the available JSP pages. Learn more: Creating Presentation Pages for Record Data

Description Information

Description

Summarize the object in a paragraph or less.

Extended Meta Data

An area that can be used to include any additional class-specific data that an application may need. Examples include keywords and HTML code to use when displaying data.