Understanding Objects

You will need access to Settings from the right-hand sidebar on the main dashboard.

You will also need permission to view or manage Objects. If you cannot see this area, contact an administrator.

From the main dashboard, open Settings from the right-hand sidebar.

In Settings, go to:

Configuration → Objects

Note: Objects are currently in Beta and are not yet a final product. You may encounter bugs or unexpected behavior during use.as shown below:

The Objects page shows the standard objects available in your workspace.

You will see an Available Objects table with objects shown as below:

The Attribute column shows how many attributes it currently has.

An object is a type of record in Imploy.

For example:

Each object can have its own fields, settings, and record page layout.

Select an object from the list, such as Clients or Sites.

The object page will open. At the top of the page, you’ll see the object name and a short description.

For example:

Clients
Manage object attributes and other relevant settings.

Each object page has two main tabs. The example below shows the tabs for Clients:

The Attributes tab shows the fields available for the selected object.

Attributes are the pieces of information stored on a record shown as below for Client Attributes:

Attributes marked as System are standard fields included by Imploy.

Use Search attributes to find a field quickly. Select Filter to filter by Name, Type, or Properties.

Note: You can also access Attributes from the Clients sidebar, as shown below:

Select + Attribute to add a new field to the object.

This opens the Create Attribute window as shown below:

Depending on the Object or input type, you may also see options such as Show on submit form or Set a default value.

When you are ready, select Create Attribute.

Note: For more detail, see How to Create an Attribute.

The Configuration tab controls the record page layout for the object.

This page includes Record page layout, where you can configure the tabs, widgets, and layout for that object’s record pages.

Select Configure Page to manage the layout.

Use this after creating a new attribute if the field needs to appear on the record page.

Note: For more detail, see Customise Profiles with Attributes.