Managing custom object records

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Quick Look: Support > Custom objects

The Custom objects records page in Support provides a comprehensive list of custom object records an agent has permission to access. From this page, agents and admins can add, search for, view, and manage custom object records.

This article contains the following topics:

• Viewing a custom object record
• Editing a custom object record
• Deleting a custom object record

Viewing a custom object record

When accessing the records page, you must select a custom object from the list to see its records. The objects are displayed in alphabetical order. Only objects you have permission to view records of are included. If an object has no records yet, an empty list is returned.

To help you keep track of the object the record belongs to, the record tab in agent workspace includes the object's name as a subtitle.

To view a custom object's record

1. In Support, click the Custom objects icon () in the sidebar.
2. Select the custom object for which you'd like to view a record.
3. Scroll or search for the record you want to view.
4. Click the record's name to view the record's details.
   Note: When viewing a record's details, clicking the name of any related record will open that related record's details in a new tab within Support.

Editing a custom object record

After a record is created, you might need to go back and add more information or update existing information. To help you keep track of the object the record belongs to, the record tab in agent workspace includes the object's name as a subtitle.

Admins and agents with permission can edit records.

To edit a custom object's record

1. In Support, click the Custom objects icon () in the sidebar.
2. Select the custom object for which you'd like to view a record.
3. Scroll or search for the record you want to edit.
4. Click the record's name to view the record's details, then click Edit.
5. Modify any field values in the record as needed, then click Save.

Deleting a custom object record

In some cases, you might need to delete a record. Maybe it was created by mistake or things changed and it's no longer needed. Deleting records permanently removes the data from your account. It can't be recovered. Although they appear empty in the agent workspace, lookup fields retain their values even after the selected record is deleted. To help you keep track of the object the record belongs to, the record tab in agent workspace includes the object's name as a subtitle.

Admins and agents with permission can delete custom object records.

To delete a custom object's record

1. In Support, click the Custom objects icon () in the sidebar.
2. Select the custom object for which you'd like to view a record.
3. Scroll or search for the record you want to delete.
4. Click the record's name to view the record's details, then click Delete.
5. In the confirmation dialog, click Delete.