Object Types & Objects

Create a New Object Type

To create a new object type:

  1. Click the icon in the top bar > Object Types in the Data Model section.
  2. Click Create Object Type.
  3. Enter a name for the object type in the Name field.
  4. Optional: Enter a plural name for the object type, which will appear when viewing a list of the objects for that type (e.g. “View Incidents” instead of “View Incident”).
  5. Optional: Enter a description of the object type, which will appear on the Edit Object Type page when editing the object type.
    The Create Object Type page.
  6. Optional: To customize the object type monogram:
    1. Click the monogram icon to the left of the Name field.
    2. Enter 1 to 3 characters in the Monogram field.
    3. Click the Pick a color dropdown menu to reveal the color picker. You can also type a hex color into this field to select a color.
      The Customize Monogram screen.

      The monogram is used to help you quickly identify an object type throughout CORE. If you’re creating multiple similar object types (e.g. Incidents and Incident Review) you may want to apply the same or similar colors to their monograms to help create a theme.
    4. Click Done.
  7. Click Create to display Edit Object Type page.
    A new object type. By default, new object types do not have any workflows, concatenations, or components.

Create a New Object Type Group

To create a new object type group:

  1. Click theicon in the top bar > Object Type Groups in the Data Model section.
  2. Click Create Object Type Group.
  3. Enter a name for the object type in the Name field.
  4. Optional: Enter a brief description of the object type group in the Long Name field, which will appear below the object type when editing it. The Create Object Type Group page.
  5. Click Create to display the Related Object Types section.
  6. In the field in the Related Object Types section, enter the name of the object type you want to add or select it from the dropdown menu. Continue to add more object types as needed.A new Object Type Group. After clicking Create, the Related Object Types section is displayed.
  7. Click Add Selected.
  8. Click Done when finished.

Edit or Delete an Object Type

To edit or delete an object type:

  1. Click the icon in the top bar > Object Types in the Data Model section.
  2. Click the object type or enter the name of the object type in the Search field, then click it to display the Edit Object Type page.
  3. To edit the object type’s name, description, or monogram, click the next the object type’s name at the top of the page.
  4. Click the tabs to edit or delete the components added to the object type.
  5. To delete the object type, click the  icon.
    If any data has been saved to or associated with the object type, it’s strongly recommended that you do not delete it. Additionally, you will not be able to delete an object type until all its objects have been deleted.
  6. Click Done when finished.

Edit or Delete an Object Type Group

To edit or delete an object type group:

  1. Click theicon in the top bar > Object Type Groups in the Data Model section.
  2. Click the object type group you want to edit to display the Edit Object Type Group page.
  3. Enter an alternate name in the Name or Long Name fields, as needed.
  4. To add an additional related object type, enter the name of the object type you want to add or select it from the dropdown menu in the Related Object Types section, then click Add Selected.
  5. To remove a related object type, click the icon next to that object type.
  6. To delete the object type, click the icon, then click Yes to confirm.
  7. Click Done when finished.

Delete an Object

Depending on the role permissions, both administrators and end users can delete objects, however, before the object can be deleted, you will need to review the Deletion Request warning, which outlines how deleting the object will impact other objects that are connected through relationships or references.

To delete an object, click the icon at the top-right of the form, then click Delete. Review the Deletion Request, which summarizes the number of relationships and references that will be affected, then click  to confirm.

The Delete option at the top-right of the page.

Deleting an object with relationships or references will delete that object’s connection to the other objects, but it will not delete the other objects it was related to.