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How to Create Custom Objects
How to Create Custom Objects

Create your own information storage system on Part of The Platform

Updated over a week ago

Custom Objects can be set up to contain any piece of information. What is an object?

  1. Go to Platform

  2. Click on New Object

  3. Follow the prompts to name your object, link to other objects, and create custom fields.

For example (above), a healthcare customer has created an Invoice Object to capture invoice details from clients. This data is hosted on, which then feeds into their payroll system.

Where you can find them

All your Custom Objects will be located under the Workforce tab.


Name: Create a name to identify your custom object. If you're renaming a "native" (built in to object, the name you choose will be used everywhere in You should also set the plural version of the name to make everything look nicer.

Primary Field: Set which field will appear when you link this object to another custom object (this is needed for associations).

Create fields: Add your custom fields

Name: Name your custom field

Type: Choose the type of data this field receives (e.g. text, date, yes/no)

Link existing objects as fields: Data from other existing objects can be included in this custom object (e.g. a dropdown list of customers).

Name: Name the existing object as it will appear on this new object

Object: The object you are linking. Only the primary fields will appear.

Custom Objects is part of The Platform.

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