Editing a custom object
Once you have created a custom object, you can edit the object display sequences, visibility, name and properties or delete the object from your SleekFlow account in the custom object setting page. To reach the Custom object page, you can refer to the section here.
Editing custom object configurations
Sequences
Adjusting the custom object sequence will impact the display order among all custom objects across the platform. To adjust the custom object sequence, you can
Drag to your desired order
Release the click and the object sequence will be updated
Visibility
You can choose to hide or show the custom object to display on SleekFlow. This will apply across the platform. You can set the custom object visibility in the following steps:
Select the status you want
Show | The object will be displayed across the platform, including all the records created. |
Hide | The object will be hidden across the platform, including all the records created. Please note that the records are not deleted. Once the object status is updated back to “Show”, all records will be displayed again. |
Changes will be saved automatically
Rename
You can rename a custom object in two ways,
Within "Custom objects" settings
Within the Custom object details page, from the "Custom objects settings" page, you can a. Click on the custom object you would like to edit b. On the custom object detail page, you can update the name in the "Object name" field c. Click the "Save" button at the bottom of the page
d. The changes will be saved and reflected on the platform
Delete
You can delete a custom object by following the steps below:
Select “Delete”
A warning message will appear. Click on “Continue”
The object and its associated records will be deleted from the system
Please note that deleting a custom object is a permanent action that cannot be reverted. Please proceed with care to safeguard any critical data you may have.
Editing, deleting, and adding custom object properties
Edit
If you want to edit properties within a custom object, all of the actions are done within the property setting:
In the “Custom objects” setting page, click on the custom object you want to edit
Click on the “Property settings” tab
You can edit the name of a property by following the steps below:
Update the property name in the “Property name” field
Click the “Save” button at the bottom of the page
The changes will be saved and reflected on the platform
Please note that each property name within an object has to be unique
Delete
You can delete a property by following the steps below:
Click on the “Delete” button
A warning message will appear, click on Continue
The property and its associated records will be deleted from the system
Please note that deleting a property is a permanent action that cannot be reverted. Please proceed with care to safeguard any critical data you may have.
Add
You can add additional custom object properties by following the steps below
A new property will be added in either way:
a. Click on the “+ Add new property” button on the top right, and a new property will be added to the bottom of the list; or
b. Click on the “+” button next to a property window, and a new property will be added below the original property
Fill in all of the fields
Once you are done, click the “Save” button at the bottom of the page
The property will be added to the object
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