About Custom Objects

See Also

Talisma provides predefined Objects that you can use, such as Interaction and Contact. In addition, Talisma enables the Business Administrator User to create custom Objects to map Talisma with your business requirements.

Example  Your organization has decided to offer Insurance services for its premium products. With Talisma now enabling the creation of custom Objects, managing your services and products is even more effective and easy. Your Business Administrator User can now create a custom Object called Policy to manage your Insurance division.

In Talisma Client, you can work with custom Objects in the same way you would work with predefined Objects. Custom Objects are listed along with predefined Objects in the Object Selector. To view a list of custom Object items, you can select the custom Object from the Object Selector. In the above example, you can select Policy from the Object Selector to view a list of Policies.

You can perform the following operations on a custom Object:

•   Create a custom Object Item.

•   Set Properties for a custom Object Item.

•   Categorize a custom Object Item.

•   Edit a custom Object Item.

•   Locate a custom Object Item.

•   Add comments to a custom Object Item.

•   Assign a custom Object Item to other Users.

•   Transfer a custom Object Item to other Users.

•   Share a custom Object Item with other Users.

•   Copy the Item View of a custom Object Item to other Users.

•   Retrieve Archived Custom Object Items.

•   Delete and Restore a custom Object Item.

•   Purge a custom Object Item.

•   Add Object items to a custom Object.

•   Set Object items to a custom Object.

•   Create Reports based on a custom Object.

•   Create a user-defined Workspace based on a custom Object.

Convention Used in Custom Object Help

In the Online Help, when the term 'custom Object' is written within angular brackets, replace the term with the custom Object with which you are working. When the term is written without angular brackets, it is used to generically refer to custom Objects.

Example  Your organization has created Policy as a custom Object. When the Online Help reads "Open the <custom Object>.", you would read it as "Open the Policy". When the Online Help reads "In any Workspace, select the required custom Object from the Object Selector.", it is meant to generically refer to any custom Object that may have been defined in your organization.