schema - data - object type based form

  • Updated

Overview

This feature allows users to create and configure forms and relate them to Object Types in a Tenant. 

When an Object Type is selected, the form will display the fields defined by its configured rules. This creates a structured and segmented form selection based on the related Object Type.

Forms can be customized by defining which fields are relevant for each Object Type.
 

*Reference image showing the relationship between the object types and the forms.
 

Key Components

TYPES Tab:

In the Object Setup, users can manage the Types related to the object. 

*Reference image of the Object TYPES tab showing a New Object Type and the Type setup Section.
 

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NOTE: To view the Object Setup, go to Schema → Data, select a Custom Object, and open the TYPES tab.

 

Configuration Steps

To configure an Object Type form:

  1. Navigate to Schema -> Data.
  2. Select a Custom Object. (See the Note)
  3. Go to the TYPES tab. 
  4. Click on the +NEW button, this will add a New Object Type on the list.
  5. Select the New Object Type. This will open the Type Setup Section.
  6. Add a Name for the Type. This will create an API Name that can be adjusted.
    • Users can also add abbreviations or limitations.
    • Users can activate the toggle so the type is available in Project Groups.
  7. Look for the Form selection menu:
    • Users can select the Create New From to open the Form Builder. Once the form design is configured, Click SAVE. This will open the Type Setup.
    • Users can select and configure previous forms. 
      • To configure a previous Form, click on the icon:
  1. Click SAVE to finish the Object Type Form configuration.
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NOTE: Default System Objects, such as Projects and Organizations, will only display the Creation Form, which can be found in the SETTINGS tab of the Object.

Learn more: Schema – Data – Objects Catalog

*Reference image of the Object TYPES tab showing a preconfigured Form and the button to edit it.

 

Validation

To see the configured Object Type Form:

  1. Go to Cases.
  2. Open a Project with the configured type.
  3. Look for the Object on the Context Menu and select it. This will open the default form.
  4. Look for the Object Type field. Select the New Type.

  5. The form will change and a warning will be displayed.

     

Troubleshooting

  • Make sure the object permissions are on.
    • Go to Permissions
    • Look for the Object
    • Make sure all the Permission set is active for the Custom Object.