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Create Custom Objects

Create Custom Objects With Hyegro Platform

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This demo showcases how to create custom objects within the Hyegro platform

Go to [your-company-instance.hyegro.com]

1. Introduction

You will see how to define object properties and add custom fields to tailor data management to your needs.

Introduction

2. Open Custom Objects Section

Click the Custom Objects section to create and manage custom objects with custom fields.

Open Custom Objects Section

3. Initiate Custom Object Creation

Click Create Custom Object to start defining a new custom object.

Initiate Custom Object Creation

4. Select Object Name Field

Click the Object Name (Singular) field to specify the singular name of your custom object.

Select Object Name Field

5. Enter Singular Object Name

Enter your custom object's singular name to identify it uniquely.

Enter Singular Object Name

6. Select Plural Object Name Field

Click the Object Name (Plural) field to specify the plural form of your custom object name.

Select Plural Object Name Field

7. Enter Plural Object Name

Enter the plural name for your custom object to represent multiple instances.

Enter Plural Object Name

8. Select Description Field

Click the Description field to add details about the custom object.

Select Description Field

9. Enter Object Description

Enter a description that explains the purpose or contents of the custom object.

Enter Object Description

10. Add New Field

Click Add Field to include a new custom field within the object.

Add New Field

11. Select Display Label Field

Click the Display Label field to name the new custom field.

Select Display Label Field

12. Enter Field Display Label

Enter the display label for the custom field to identify it clearly.

Enter Field Display Label

13. Select Placeholder Field

Click the Placeholder field to add example text or guidance for the field.

Select Placeholder Field

14. Select Help Text Field

Click the Help Text field to provide additional information about the field's purpose.

Select Help Text Field

15. Select Default Value Field

Click the Default Value field to set an initial value for the custom field.

Select Default Value Field

16. Add Another Field

Click Add Field to add more custom fields to the object as needed.

Add Another Field

17. Add New Section

Click Add Section to organize fields into logical groups within the custom object.

Add New Section

18. Add Field in Section

Click Add Field to include a new field within the added section.

Add Field in Section

19. Select Section Field Label

Click the Display Label field to name the new field in the section.

Select Section Field Label

20. Enter Section Field Label

Enter the display label for the section field to identify it clearly.

Enter Section Field Label

21. Select Section Field Placeholder

Click the Placeholder field to add example text or guidance for the section field.

Select Section Field Placeholder

22. Enable Field Option

Click the toggle to enable the field option as needed.

Enable Field Option

23. Fill Field Option

Enter the appropriate value or setting for the enabled field option.

Fill Field Option

24. Select Field Type

Click the Text option to set the field type accordingly.

Select Field Type

25. Access Additional Settings

Click here to access more settings or options for the custom object.

Access Additional Settings

26. Add Another Field

Click Add Field to continue adding custom fields to your object.

Add Another Field

27. Create Custom Object

Click Create Object to finalize and save your new custom object.

Create Custom Object

28. View Created Object Details

Click the created custom object to review its details, including sections and fields.

View Created Object Details

29. Access Object Options

Click here to open additional options or settings for the custom object.

Access Object Options

30. Cancel Object Editing

Click Cancel to exit the custom object creation or editing process without saving changes.

Cancel Object Editing

This demo highlights how you can efficiently create and customize objects in Hyegro to manage your data effectively. Start building tailored data structures today to enhance your business workflows.

Modified at 2026-01-30 05:30:50

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