Once your Custom Object has been modeled with its various Custom Fields, you can add Custom Items to it. A Custom Item corresponds to a specific entry (the instance) that records the data specific to your fields.
To illustrate this concept, let's use the example of a Custom Object named Products, with fields such as the SKU, order date, or billing email. Each Custom Item created will automatically and obligatorily have a native Name field, so you never need to recreate it manually.
📍 Accessing Your Objects in the Interface
As soon as a Custom Object is created, it has its own dedicated entry in the left sidebar under the Custom Objects dropdown menu (for example, the Products submenu). Clicking it gives you access to the complete list of all recorded items.
➕ Create or Edit a Custom Item
- Go to the left sidebar and click the name of your object (for example, Products).
- Click the New + button in the upper-right corner to create a new record, or click an existing item to update it.
- Complete the editing form. You will find the required Name field, along with all the Custom Fields configured for this object.
- Adjust the Category if needed, and make sure the Published toggle is enabled in the right column.
- Click Save and close in the upper-right corner to confirm the creation.
🔍 Explore a Custom Item's Detail Page
The viewing page provides complete visibility into the life of your record:
- Details Button: Click the Details button in the upper-left corner to instantly display the value of each Custom Field.
- Timeline Chart: Track the changes over time of the entities associated with this item on a chart, with the option to filter by a defined time period.
- Recent Activity: In the right column, view the timeline of actions (the date, time, and collaborator who created or modified the record).
- Associated Entities: Below the main chart, navigate between the different tabs (Contacts, Companies, or other Custom Objects) to directly view the records linked to it (such as a contact who ordered this product).
⚡ Delete Items in Bulk (Bulk Actions)
If you need to clean up your database or delete multiple records simultaneously:
- Go to your custom items list.
- Check the boxes to the left of the relevant items (or check the header checkbox to select the entire page).
- Open the contextual action menu that appears at the top of the table, then select the delete option to process the selection all at once.
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