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Custom Items

John Linhart edited this page May 13, 2019 · 5 revisions

Once you created a Custom Object with some Custom fields then you can create Custom Items that will hold values for those fields.

A custom item will always have a Name field so you don't have to create it as a custom field. But every other information must have a specific custom field. As Custom Object/Item/Field is very abstract term, let's pretend we've created a Custom Object called Product(s) with Custom Fields SKU and Color to keep our sanity.

Each Custom Object will have its own main menu item. In the following screenshot you can see our example with Custom Object called Product(s):

Screenshot 2019-05-10 at 14 45 52

Create or Edit a Custom Item

When we click on the Custom Object menu item called Products we'll see a list of all products (Custom Items):

Screenshot 2019-05-10 at 14 50 13

We can edit existing or click the New button to create a new one. The edit form contains all Custom Fields that we've adde to the Custom Object:

Screenshot 2019-05-10 at 14 52 17

Custom Item Detail Page

The Custom Item Detail Page contains line chart of all linked entities to the custom item in time. Also the Recent Activity timeline. And in the tabs below the chart you can see all the entities like Contacts or other Custom Items that are linked to this Custom Item. When you click on the Details button then you'll see all values of all custom fields.

Screenshot 2019-05-10 at 15 00 11

Batch operations

Delete multiple Custom Items at once

Go to the list of Custom Items, select all you want to delete and in the top context menu there will be option to delete them all at once.

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