What Is Custom Objects?
What Is Custom Objects?
Custom Objects represents a significant change that will eventually merge user-defined fields, Extra Fields, and Extra Tables in Service into one powerful CRM toolkit.
To ensure a smooth transition, we're rolling Custom Objects out in phases:
- The foundation phase - available in Pilot now: Join the pilot program to create and define custom objects like entities, tables, fields, and relations. Seamlessly integrated into SuperOffice CRM, Custom Objects are no longer limited to Service; they will be visible in all archives, search, selections, and more; simplifying data management and search across the platform.
- The enhancement phase - available in Pilot later this year: In upcoming releases, we'll introduce additional features like creating dashboards and designing custom screens, archives, and dialogs using intuitive layouts in the screen designer. These enhancements will further streamline your workflow and improve user experience.
This is what we introduce in the first version:
Auto generated archive tabs
When adding a relational field to standard entity or Custom object and enabling “Show one to many relations” this result in archive being automatically added to related standard entity (Company, Contact, Sale, Project, Ticket).
Implementation uses configurable screens framework to add tabs in UI.
SuperOffice Selections
SuperOffice Selections is the key component to get insight to your CRM data and initiate actions against contacts. While users currently can create selections/find data based on Extra fields and Extra tables directly connected to known SuperOffice entities, we now extend search capabilities to search against Extra tables with fields pointing to known SuperOffice entities. Users will therefor not be limited to using SuperOffice Service for creating selections/searching for data any longer.
If any visible Extra table contains field pointing to entity(Company, Contact, Sale, Project, Request, Activity) we include it as a “top” node to select from in selections.
Extending search capabilities on relational fields
Allow for searching across multiple columns. More user friendly: now we include a preview to give user more insight into each entity in results and make it easier to select correct.
Read more here: https://community.superoffice.com/en/product-releases/pilot-programs/current-pilot-programs/custom-objects/
Who can join?
Customers who want to sign up need to:
✔️ Use SuperOffice CRM Online
✔️ Use Service: extra table
Please note on Auto generated archive tabs: This is based upon settings set for your extra table. You may end up with more tabs than you expect when pilot feature is enabled. You can adjust the settings set for your extra tables or in the configurable screens framework if you have Development Tools license.
Effect of enabling the pilot feature:
👥= All users will join Pilot
Once you have opted-in - all user logging in to this tenant will automatically get the pilot-versions we make available.
- New archives / Tabs have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).
- SuperOffice Selections search capabilities to search against Extra tables
- New preview of Extra table entities.
Getting Started with Custom Objects:
Now users will see archives have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).
They now have search capabilities to search against Extra tables with fields pointing to known SuperOffice entities in SuperOffice Selections
They will also see there is a preview to give user more insight into each entity in results for these Extra table entities.
What's in it for you?
By being a pilot tester you will get a head start and early access to this version. With the new features comes an important update that will provide better and improved overall experience.
This pilot program will be valuable for customers eager to test versions before release, and to get the most up to date versions, as well for SuperOffice - to make sure this version gives the desired results on stability and performance.