Managing custom object records


The Custom objects records page inSupportprovides a comprehensive list of custom object records an agent has permission to access. From this page, agents and admins canadd,search for, view, edit, and delete custom object records.


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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, edit, and delete custom
object records.
This article contains the following topics:
Viewing custom object records
Editing custom object records
Deleting custom object records




Viewing custom object records

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.
Within a custom object record, you can view and manage the values in the record's
fields, the record's relationships, and view the record's event history.

To view a custom object's record
In Support, click Custom
objects ( ) in the sidebar.
Select the custom object for which you'd like to view a record.
Scroll or search for the record you want to
view.
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 custom object records

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

Add, replace, or remove record
icons as needed.

View, download, add, or remove
attachments as needed.
Click Save.




Adding, replacing, or removing record icons

If a custom object is configured to allow record icons, you can add, replace, or
remove a record icon when editing a record.

To modify a record's icon
In Support, click Custom
objects ( ) in the sidebar.
Select the custom object for which you'd like to view a record.
Scroll or search for the record you want
to edit.
Click the record's name to view the record's details, then click
Edit.
Click the icon next to the record's name and select:

Upload image icon: Add or replace an icon for the
record.

Remove: Removes an icon for the record. A placeholder
will be displayed instead.


Click Save.





Viewing, adding, and removing attachments

If a custom object is configured to allow attachments, admins and agents with
permission to edit the custom object's records can add, preview, download, and
remove attachments when editing a record. Deleting an attachment is permanent
and can't be undone.

To modify a record's attachments
In Support, click Custom
objects ( ) in the sidebar.
Select the custom object for which you'd like to view a record.
Scroll or search for the record you want
to edit.
Click the record's name to view the record's details, then click the
Attachments tab.
From the Attachments tab, you can:

Add an
attachment.
Click the name of an attachment to see a preview.
Click the name of an attachment and then, in the preview, click
Download to download the attachment.
Click the delete icon ( ) next to an attachment, and then
click Delete attachment in the confirmation dialog to
remove the attachment from a record.








Deleting custom object records

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.


Deleting a single custom object record

It's possible to delete custom object records individually or in bulk.

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





Deleting multiple custom object records

Custom object records can be deleted in bulk, but only records for a single
custom object can be selected for bulk deletion. It isn't possible to bulk
delete records of multiple custom objects at once. You can select and delete up
to 100 records at a time.

To bulk delete custom object records
In Support, click Custom
objects ( ) in the sidebar.
Select the custom object for which you'd like to view records.
Use the checkboxes next to the record names to select up to 100 records
you want to delete.
At the bottom of the page, click Delete.





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