This article explains how to navigate and manage the Data workspace. It is presented how to search for objects, organize the canvas, create custom objects, understand relationships, and access object details from the Summary tab.
How to Search for an Object
Use the Search Objects bar to quickly locate system or custom objects created through the Object Builder. To search for an object:
1. Click the Search Objects bar.
2. Enter the object name or select one from the dropdown list.
3. Click the object name.
The object is displayed on the Data Canvas with its related connections.
5 STEPS
1. Use the Search Objects bar to quickly locate system or custom objects created.
2. Click the Search Objects bar and enter the object name, or select an object from the dropdown list.
3. Then click the object.
4. The selected object is displayed on the Data Canvas along with its related connections.
5. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667153/Data---How-to-Search-for-an-Object?iframeHash=watchsteps-1&lang=en
How to Use the Auto Layout Button
The Auto Layout button centers and reorganizes the main object on the Data Canvas. To use Auto Layout:
1. Click the Auto Layout button.
The canvas automatically rearranges objects to improve visibility.
3 STEPS
1. The Auto Layout button centers and reorganizes objects on the Data Canvas to improve visibility.
Click the Auto Layout button.
2. The canvas automatically rearranges the objects for a cleaner and more organized view.
3. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667158/Data---How-to-Use-the-Auto-Layout-Button?iframeHash=watchsteps-1&lang=en
How to Create a New Custom Object
To create a new customizable object, follow these steps:
1. Click the + NEW CUSTOM OBJECT button. The New Custom Object builder opens.
2. Enter the Object Name.
The API name is generated automatically in snake_case format.
3. Enter the Plural Name.
4. Under Allow for dropdown, select where this object will be available within the system.
5. Click CREATE.
The object appears on the data canvas, confirming it was created successfully.
8 STEPS
1. To create a new custom object, start by clicking the + NEW CUSTOM OBJECT button.
2. The New Custom Object builder opens.
Enter the object Name.
3. The API Name is generated automatically.
Review the API Name.
4. Enter the Plural Name.
5. From the Allow for dropdown, select the tools where this object will be available within the system.
6. When you’re ready, click CREATE to add the object to the Data Canvas and begin configuring it.
7. The new object appears on the canvas.
8. That's it. You have created a new object.
Here's an interactive tutorial
https://www.iorad.com/player/2667166/Data---How-to-Create-a-New-Custom-Object?iframeHash=watchsteps-1&lang=en
Object names must be unique.
Minimum of 3 characters.
Special characters are not allowed.
How to Read the Data Canvas
The Data Canvas is an informational view that visually displays objects and their relationships. Key elements of the canvas:
-
Objects are displayed as blocks with names.
- System Objects are built into the platform and cannot be modified. They are shown as hexagons.
- Custom Objects are created by admins and displayed as pyramids.
- Arrows represent relationships between objects.
-
Circles on arrows indicate the number of relationships between objects.
8 STEPS
1. To read the Data Canvas,
start by understanding that it is an informational view that visually represents objects and their relationships.
2. Objects appear on the canvas as labeled blocks.
3. System Objects are built into the platform and cannot be modified.
They are displayed as hexagons.
4. Custom Objects are created by administrators and are displayed as pyramids.
Once created, the icons can be customized.
5. Arrows between objects represent relationships.
6. Circles on the arrows indicate the number of relationships that exist between connected objects.
7. Use this visual layout to quickly understand how objects are connected and how data flows across the system
8. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667181/Data---How-to-Read-the-Data-Canvas?iframeHash=watchsteps-1&lang=en
For example, if Claim and Claim Groups are custom objects connected to the system object Project, the arrows and indicators show how many relationships exist between:
- Claim → Project
-
Claim Groups → Project
How to Access the Summary Object Tab
To open the Summary Object tab:
1. Select an object using the Search Objects bar.
2. Click the object.
The Summary Object tab appears, showing the object’s details.
4 STEPS
1. To access the Summary Object tab,
start by selecting an object using the Search Objects bar.
2. Click the object.
3. The Summary Object tab opens, displaying the object’s details, such as its fields.
4. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667225/Data---How-to-Access-the-Summary-Object-Tab?iframeHash=watchsteps-1&lang=en
How to Edit an Object
Objects can be edited in detail using the Object Builder. To edit an object:
1. Open the Summary Object tab.
2. Click the Edit button.
This opens the Object Builder, where full configuration is available.
4 STEPS
1. To edit an object, start by clicking on the object to open the Summary Object tab for the object you want to modify.
2. Click the Edit button.
3. The Object Builder opens, giving you full access to configure and update the object.
4. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667228/Data---How-to-Edit-an-Object?iframeHash=watchsteps-1&lang=en
Also, by double clicking on an object can open the editor as well.
How to Show or Hide the Summary Object Tab
To display or collapse the Summary Object tab:
1. Click the collapse view icon 
.
The Summary tab is shown or hidden accordingly.
3 STEPS
1. To show or hide the Summary Object tab, click the Collapse view button.
2. The Summary Object tab will be displayed or hidden depending on its current state.
3. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667234/Data---How-to-Show-or-Hide-the-Summary-Object-Tab?iframeHash=watchsteps-1&lang=en
How to Filter Object Fields
To filter the fields associated with an object:
1. In the Summary Object tab. Click the filter button.
2. Select a Field Type or enter a Keyword.
Fields that match the values will be displayed automatically.
5 STEPS
1. To filter object fields, start by opening the Summary Object tab.
2. Click the filter button.
3. You can select a Field Type, enter a Key Word or both.
4. Fields that match your selection or search are displayed automatically in the summary.
5. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667303/Data----How-to-Filter-Object-Fields?iframeHash=watchsteps-1&lang=en
How to Add a New Field
Fields are added from the Fields tab inside the Object Builder. To add a new field:
1. Open the Summary Object tab.
2. Click Add New Field button.
This opens the Object Builder, where the new field can be configured.
4 STEPS
1. To add a new field, start by opening the Summary Object tab for the object.
2. Click the Add a New Field button.
3. The Object Builder opens, allowing you to configure the new field.
Click the + NEW button, and start editing the new field.
4. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667290/Data---How-to-Add-a-New-Field?iframeHash=watchsteps-1&lang=en
How to Identify the Context and Child Objects
The context object defines the higher-level context for the current object. To find the context object:
1. Look at the lower-left section of the Summary Object tab.
2. The Context Object label indicates which object the current object belongs to.
Child objects are dependent objects related to the current object. To view child objects:
1. Go to the lower-right section of the Summary Object tab.
2. Click the ellipsis menu.
3. Review the list of configured child objects.
4 STEPS
1. To identify the context and child objects, start by looking at the lower-left section of the Summary Object tab.
2. The context object label shows which object provides the higher-level context for the current object.
3. To view child objects, go to the lower-right section of the Summary Object tab.
4. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2667312/Data---How-to-Identify-the-Context-and-Child-Objects?iframeHash=watchsteps-1&lang=en
Hierarchical relationships are also visually represented on the data canvas.
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