Schema - Data: Object Editor Overview

The Object Editor is the central tool for managing all customizable objects in Neostella. It allows admins to fully control an object’s structure, including its fields, field groups, data types, relationships, display behavior, and core settings.

This editor is where object data is built, organized, and maintained. Any changes made here directly affect how data behaves across forms, automations, reporting, integrations, and other tools that consume the data model. For this reason, the Object Editor serves as the control center for object configuration.

Access the Object Editor

There are multiple ways to access the Object Editor:

1. Option one: From the Data Canvas.
   When an object is visible on the canvas, double-click the object to open the Object Editor.
2. Option two: From the Summary Object tab.
   Selecting any object opens its Summary Object tab. From there, click the Edit button to open the Object Editor.
3. Option three: From the Fields shortcut.
   Clicking the + button to add a new field from the Summary Object tab also opens the Object Editor directly.

Here's an interactive tutorial

https://www.iorad.com/player/2667366/Data---Access-the-Object-Editor?iframeHash=watchsteps-1&lang=en

Next step

Object Editor Dashboard

The Object Editor dashboard provides access to all configuration areas related to an object. It includes:

Here's an interactive tutorial

https://www.iorad.com/player/2668353/Data---Object-Editor-Dashboard?iframeHash=watchsteps-1&lang=en

Next step

Language Button

The Language button translates the Object Editor interface into any selected language. This change only affects the entire editor and does not modify object data or configuration.

To change the language:

1. Click the language button.
2. Select a language.
3. Click SAVE or SAVE AND CLOSE.

CANCEL Button

The CANCEL button discards any unsaved changes made across all tabs in the Object Editor. It exits the editing session without applying updates.

To cancel any changes, simply click the CANCEL button.

SAVE Button

The SAVE button stores all current changes within the Object Editor. This is useful when continuing configuration across multiple tabs.

To save but not exit the space, click on SAVE.

SAVE AND CLOSE Button

The SAVE AND CLOSE button saves all changes and returns the user to the Data dashboard.

To save and exit, click on SAVE AND CLOSE.

FIELDS Tab

The FIELDS tab displays all fields that belong to the selected Object. This tab is the primary workspace for managing an object’s data structure. It consists of two main areas:

• Fields Menu
  Allows the user to:
  • Add new fields.
  • Search for existing fields.
  • Hide or archive fields.
  • Apply filters.
• Field Setup Panel
  Used to configure new fields or edit existing ones. This panel contains all field-specific settings and metadata.

The configuration options shown here vary depending on the field type. While each field behaves differently, they all follow the same core configuration principles.
 

FIELDS GROUPS Tab

The FIELDS GROUPS tab allows admins to organize fields into logical groups. This is especially useful when working with objects that contain a large number of fields.

For example, an object with hundreds of fields can be organized into groups such as:

• Contact-related fields.
• Client information.
• Case details.
• Project metadata.

This tab acts as the foundation for field grouping. Any groups created here directly populate the Field Group selection used within the Fields tab. The Field Groups tab does not modify data itself, it exists solely to organize fields for usability and clarity.
 

TYPES Tab

The TYPES tab defines the categorization and hierarchy of fields within an object.

TYPES allow admins to hierarchical relationships between categories. For example:

• A type: Immigration.
• Subtypes: Immigration USA, Immigration Europe.

Selecting a subtype automatically includes all fields from its type. This hierarchical structure enables powerful reuse and organization of fields in a maximum of four levels.

Types can be used to model complex structures. For example:

• Project types such as Personal Injury, Immigration, and Veteran Affairs.
• Each type can include its own subsets of information (e.g., Summary, Incident Information, Service Information).

This tab allows admins to define how data branches and applies across different contexts.
 

SETTINGS Tab

The SETTINGS tab contains the core configuration of the object. Most attributes in this tab are automatically populated when the object is created using + New Custom Object.

This is where admins manage the object’s primary behavior, including defining hierarchical relationships. When an object has a context, it becomes dependent on that context object, which affects how data is created, related, and consumed across the platform.

Because of this, the Settings tab plays a critical role in defining object dependencies and relationships.
 

DISPLAY Tab

The DISPLAY tab controls how the object is visualized and accessed throughout the system.

From this tab, admins can:

• Enable or configure the default view.
• Select how data is displayed (custom layout or template-based).
• Assign roles and custom permissions.
• Configure labels, order, and icons.

This tab is directly connected to the Forms tool. Data structures created in the Object Editor can be immediately reused to generate or populate forms without rebuilding layouts from scratch.