Custom Objects allow you to structure and organize complex data beyond simple contacts or companies. They are essential for adapting your Webmecanik instance to your business data model.⚠️ Important: The Custom Objects feature is exclusively reserved for Webmecanik Premium users. To activate it on your instance, please contact your Customer Success Manager (CSM) directly.
📖 Glossary and Key Definitions
To fully master this feature, it is important to understand the three fundamental concepts it comprises.
🏗️ Custom Objects
A Custom Object defines a type of object with the same properties (fields). Think of it as the blueprint or design model for a physical object. It has a singular and plural name to make the user interface more intuitive. The most important characteristic of a Custom Object is its list of associated Custom Fields.Examples: Product, Order, House.
📝 Custom Fields
A Custom Field defines the type of value expected for specific data (text, date, number, Boolean, etc.) as well as its specific properties: default value, required field, dropdown options, etc.
📦 Custom Item (Instance)
A Custom Item is a unique instance of a Custom Object; it defines something concrete and real. It contains the actual values entered for the Custom Fields defined in the parent Custom Object.Examples: Toaster (for the Product object), Order 1234 (for the Order object), White House (for the House object).
🛠️ How do you create and manage your Custom Objects?
Once the feature has been activated by your CSM, you can start structuring your database directly from your Webmecanik Automation interface. To learn more about creating your objects, adding fields, and configuring your entire structure from A to Z, we invite you to consult our complete dedicated guide: 👉 Set Up Your Custom Objects Step by Step
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