Custom object records

Custom Objects in Metanow CRM allow you to define and manage unique data structures, extending the Metanow CRM data model to suit your specific business needs. This article outlines how to view, create, update, and delete custom object records directly through the user interface.

How to View Custom Object Records

To view custom object records, follow these steps:

1. Navigate to Extension Studio > Object Manager in the left navigation menu.

2. Click the object name in the Label column. This will open the custom object records page.

You can find all custom object records for the selected custom object in the list view.

When working with custom object records, consider the following:

• The maximum number of records that can be displayed in the record list is 100,000.

• A custom object record's ID contains 36 characters, including four hyphens (e.g., 98687943-22ec-4283-be45-01cefb6e5ece).

How to Create a New Custom Object Record

To create a new custom object record manually, follow these steps:

1. Click the Create icon

   

   at the upper right of the record list view.

2. Input the value for each field and click Save.

If the custom object definition includes a relationship-type field, you must provide the mapping field value of the related object. Currently, the custom object service only supports the related object's ID as the mapping field.

The maximum number of records you can create for a single object type is 10,000,000.

Important Note: You should not store PCI, sensitive PII, or other regulated data in custom objects.

You can also create custom object records in bulk. For more information, see How to Create Custom Object Records in Bulk.

How to Edit a Custom Object Record

To edit a custom object record, follow these steps:

1. Click the ID of a custom object record from the record list view. This will open the record details page.

2. Click the edit icon

   

   to enable edit mode, then update the record details as needed.

3. Note that if you click the edit icon again, Metanow CRM will exit edit mode without saving any changes.

4. Click the save icon

   

   to save your changes.

You can also edit custom object records in bulk. For more information, see How to Update Custom Object Records in Bulk.

How to Delete Custom Object Records

To delete a single custom object record, follow these steps:

1. Click the Delete icon

   

   to the right of a record in the record list view.

2. Click Delete in the confirmation dialog.

To delete selected custom object records, follow these steps:

1. Select the records you want to delete from the record list view.

2. Click the Delete Selected icon

   

   at the upper right of the list.

3. Click Delete in the confirmation dialog.

To delete all records of a custom object, follow these steps:

1. Click the Delete All icon

   

   at the upper right of the record list view.

2. Click Delete in the confirmation dialog.

Important: Records are deleted immediately and permanently once you confirm the deletion.

How to Create Custom Object Records in Bulk

You can create custom object records in bulk by uploading a .csv file containing the field values for each record. The column names in the .csv file must match the custom fields’ API names (e.g., brand__c and model__c). Each row in the file represents a new custom object record.

To upload a .csv file and create custom object records in bulk, follow these steps:

1. Click the Import icon

   

   at the upper right of the record list view.

2. From the Action to Perform list, select Bulk Import.

3. Click Choose File, then select the .csv file you want to upload.

4. Click Upload.

Metanow CRM creates a bulk job upon receiving an uploaded .csv file. After the bulk job processing is complete, you can view the newly created records by reloading the record list view page. Processing time varies depending on the data volume. For more information on viewing bulk job status, see How to View Custom Object Bulk Jobs.

How to Update Custom Object Records in Bulk

You can update custom object records in bulk by uploading a .csv file that includes the field values for each record. The column names in the .csv file must match the custom fields’ API names (e.g., brand__c and model__c). Each row in the file represents a custom object record to be updated. The .csv file for updating must contain a column named Id, which links each row in the file to an existing custom object record.

To upload a .csv file and update custom object records in bulk, follow these steps:

1. Click the Import icon

   

   at the upper right of the record list view.

2. From the Action to Perform list, select Bulk Update.

3. Click Choose File, then select the .csv file you want to upload.

4. Click Upload.

Metanow CRM creates a bulk job upon receiving an uploaded .csv file. After the bulk job processing is complete, you can view the updated records by reloading the record list view page. Processing time varies depending on the data volume. For more information on viewing bulk job status, see How to View Custom Object Bulk Jobs.

How to Query Custom Object Records

You can query custom object records using various methods within Metanow CRM, including through API calls and the Data Query feature. For optimal performance, when using API queries, only filterable fields can be used as filters. For more complex queries, the Data Query feature allows any field to be used in the WHERE clause to filter results, though it operates asynchronously.

Note: It may take up to 60 minutes for a newly created custom object to become available in Data Query.

When querying custom objects in Data Query, the custom object name needs to be prefixed with default__ and custom field API names should be used in the SELECT statement. For example:

SELECT make__c, model__c, year__c, VIN__cFROM default__Vehicle

How to View Custom Object Bulk Jobs

A custom object bulk job represents a task for managing (creating, updating, or deleting) a batch of custom object records for a specific custom object definition.

To view custom object bulk jobs, follow these steps:

1. Navigate to Extension Studio > Object Manager in the left navigation menu.

2. Click Jobs. All custom object bulk jobs will be displayed in the table.

Important Notes and Limitations

When managing custom object fields, keep the following notes and limitations in mind:

• The maximum size for .csv files is 15 MB.

• Uploaded .csv files cannot contain system fields such as CreatedDate, UpdatedDate, and others.

• The Id system field is applicable only to .csv files used for updating custom object records in bulk.

• When creating or updating custom object records in bulk, Metanow CRM uses the values provided in the .csv file for corresponding custom fields. For fields not present in the file, the default value will be used. For example, if a record has 'Color: Red' and 'Sold: False', and you update it with only 'Id' and 'Sold: True', the 'Color' will revert to its default ('White' in this example) if 'color__c' is not included in the .csv file.

  Field nameField API nameDefault field valueField value in this recordSoldsold__cFalseFalseColorcolor__cWhiteRed

• When creating or updating custom object records in bulk, if the .csv file contains records with duplicate values for a unique-type field, Metanow CRM will accept the first occurrence of the record by sequential order in the file and reject subsequent records with duplicated values. Other records without duplicates in the same file will be accepted.

The following is an example of a .csv file for creating records:

Row numberUnique_text_field__cThe_other_boolean_field__c2region001true3region002true4region003false5region002false6region004true

By processing this file, Metanow CRM will create four records for rows 2, 3, 4, and 6. Row 5 will be rejected because it contains a duplicated value (region002) for the unique field (Unique_text_field__c) and appears after row 3, which shares the same value for this field.

Events for Custom Object Records

Metanow CRM provides the following events related to the usage of custom object records:

• Custom Object Records High Usage

• Custom Object Records Max Usage

These events are evaluated daily. If the number of custom object records for a specific custom object definition exceeds a predefined limit, Metanow CRM will trigger notifications associated with these events.