Add object type

To create a new object type:

  1. On the Objects menu, click Object types.

  2. On the context menu, click Add object type.

    The Add custom object type view appears.

  3. Enter information in the fields on the tabs according to the following sections.

  4. Click Save.

Information tab

Use the Information tab to enter basic information on the object type:

  1. Type a Name of the object type.

  2. Type a Description of the object type.

  3. To make it possible to attach objects of this type to agreements, select the This object type can be attached to agreements check box.

Properties tab

Use the Properties tab to define the fields that will be available (and mandatory) when registering an object of this type:

  1. Click Add property.

    A dialog box appears.

  2. Select Type of field from the list.

  3. Type a Name and a Description for the property.

  4. To make this property mandatory for all objects of this object type, select the Mandatory check box.

  5. Click Save.

  6. Repeat for all properties needed.