How to Create Custom Objects in Gridlex App Suite?
Published | Aug. 31, 2023, 10:01 a.m.
Step 1: Log in to your Gridlex App Suite account and click the ‘Enterprise Admin Settings’ option under the Enterprise Admin tab.
Step 2: Click ‘objects’ under the Settings section.
Step 3: Click ‘Add New Object.’
Step 4: Name the custom object and give it an optional description.
Step 5: Select the entity with which you want to associate the custom object.
Step 6: Right below the save button, you have to map which entities will have access to the custom object.
Step 7: Click ‘Save’ once you have selected the entities.
How to Manage Fields in the Custom Object?
Step 8: Click on the custom object you just created.
Step 9: Click ‘Manage Contract Details Fields’.
Note: “Contract Details” here refers to the name of the custom object you created.
Step 10: Select the custom fields you want to add to the custom object. Once you’re done, click ‘Save.’
Note: If you want to add custom fields, please refer to this guide: How to Create Custom Fields in Gridlex App Suite?
How to Manage Custom Object Permissions?
Step 11: Click ‘Manage Contract Details Permissions.’
Step 12: Select the units and the type of permissions you want to map. Click ‘Save’ once you’re done.
How to Edit Custom Fields?
Step 13: Click ‘Edit’ on the corresponding custom object in the List of Objects page.
Step 14: Edit the details as required, and click ‘Save’ once you’re done.
How to Arrange Custom Fields Order?
Step 15: Click ‘Arrange Custom Fields Order’ on the List of Objects page.
Step 16: Enter the order in which the custom fields appear. The numbers under the Order column represent the order in which they appear.
Congratulations! You have now learned how to create a custom object in Gridlex App Suite.