How to Create Custom Objects in Gridlex App Suite?

Published | Aug. 31, 2023, 10:01 a.m.

Step 1: Log in to your Gridlex App Suite account and click the ‘Enterprise Admin Settings’ option under the Enterprise Admin tab. 

Step 2: Click ‘objects’ under the Settings section.

Step 3: Click ‘Add New Object.’

Step 4: Name the custom object and give it an optional description.

Step 5: Select the entity with which you want to associate the custom object.

Step 6: Right below the save button, you have to map which entities will have access to the custom object.

Step 7: Click ‘Save’ once you have selected the entities.

How to Manage Fields in the Custom Object?

Step 8: Click on the custom object you just created.

Step 9: Click ‘Manage Contract Details Fields’.

Note: “Contract Details” here refers to the name of the custom object you created. 

Step 10: Select the custom fields you want to add to the custom object. Once you’re done, click ‘Save.’

Note: If you want to add custom fields, please refer to this guide: How to Create Custom Fields in Gridlex App Suite?

How to Manage Custom Object Permissions?

Step 11: Click ‘Manage Contract Details Permissions.’

Step 12: Select the units and the type of permissions you want to map. Click ‘Save’ once you’re done.

How to Edit Custom Fields?

Step 13: Click ‘Edit’ on the corresponding custom object in the List of Objects page.

Step 14: Edit the details as required, and click ‘Save’ once you’re done.

How to Arrange Custom Fields Order?

Step 15: Click ‘Arrange Custom Fields Order’ on the List of Objects page.

Step 16: Enter the order in which the custom fields appear. The numbers under the Order column represent the order in which they appear.

Congratulations! You have now learned how to create a custom object in Gridlex App Suite.

If you need any help with any feature, data migration of your old data, or anything at all, just email and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.