Objects in Schema Manager represent the business objects defined for your application, including fields that store your business object records' metadata (for example, such agreement object metadata as Agreement Start Date, Currency, Region, or Amount). Metadata is stored in object tables in the system, and fields represent columns in those tables.

The default view lists all fields that are part of the object. It also contains tabs for creating, viewing, and modifying picklists and complex fields for the object.

To create a new custom object

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Schema Manager.
  3. From the Objects list page, click Add New Object. The Create New Object screen appears.

  4. Enter values in the following fields:

    FieldDescription

    Name

    Enter a name (API name) for the object. The name can only include alphanumeric characters and underscores.

    DescriptionEnter a description of the object. When looking at a list of objects, a meaningful description may help you remember the differences between them.
    Display NameEnter a user-friendly display name for the object (for example, Wizard Input). This name is used to refer to an object on a user interface page.
    CategoryEnter a category name to associate this object with other objects or products.
    Is Data Cache EnabledEnable or disable the toggle to use caching for faster query performance. Caching is enabled by default.
    Is Allow Owner Scope

    Enable this toggle to make the Record Owner field appear automatically when you create a new record. By default, this toggle is disabled.

    When you create a record, the system shows the Record Owner field along with the owner's details if you have enabled this flag for that object. Record ownership can be assigned to an individual user or a group of users.

    For an object with the Is Allow Owner Scope flag enabled, the application creates a Record Owner field by default.

  5. Click Save.

You are directed to the object details page, where some default fields have been automatically created. You can now add more fields, picklists, complex fields, and search settings to the object.

To update a custom object

  1. Click the More () icon adjacent to the relevant object and select Edit.
  2. Modify the Description, Display Name, Category, and Is Data Cache Enabled fields as necessary.

  3. Enable the Is Shared toggle to make the object a shared object.

    A new shared object with the name objectname_UserShare is created but is not shown in the object listing screen.

  4. Enable the Is Allow Owner Scope toggle to display the Record Owner field on a record.

    You can only enable the flag if you initially keep it disabled during the object creation. Once it is enabled, you cannot modify it.

  5. Click Save.

To deprecate a custom object

You can deprecate only custom objects.

  1. Click the More () icon adjacent to the relevant custom object record and select Deprecate.
  2. From the confirmation dialog, click Submit.