Add custom data

You can add data to a custom object from the top bar or from a related record. The fields you see depend on how your administrator set up the custom object. To add custom data, your role must have the Create permission for the custom object.

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Add custom data from the top bar

1. Click New in the top bar, and then select the custom object. For example, Laptop.
2. Fill in the fields. Mandatory fields are marked in red. For a relation field, such as Company, start typing and select the related record from the list. The list shows a preview of each match, so you can choose the correct one.
3. Click Save.

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Add custom data from a related record

When a custom object relates to another entity, such as a company, sale, or custom object, that entity has a section tab for the custom object. Custom data you add there is linked automatically.

1. Open the related record and select the custom object’s section tab. For example, Equipment.
2. Click Add.
3. Fill in the fields. The relation to the record you opened is pre-filled, and your administrator can set default values or use a trigger to fill other fields.
4. Click Save.