Managing custom object records

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<p id="docs-hc-snippet" style="display: none;">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.</p>
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<p class="p">The Custom objects records page in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Support</a> provides a comprehensive list of
custom object records an agent has permission to access. From this page, agents and
admins can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5402508938778" target="_blank">add</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6088606067866-About-the-custom-objects-records-page#topic_bxl_dxq_fyb" target="_blank">search for</a>, view, edit, and delete custom
object records. </p>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_h4h_yns_pyb__ul_bbm_vtl_pyb">
<li class="li"><a class="xref" href="#topic_skh_wwz_pyb">Viewing custom object records</a></li>
<li class="li"><a class="xref" href="#topic_qcz_xwz_pyb">Editing custom object records</a></li>
<li class="li"><a class="xref" href="#topic_k2v_ywz_pyb">Deleting custom object records</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_skh_wwz_pyb">
<h2 class="title topictitle2" id="ariaid-title2">Viewing custom object records</h2>
<div class="body">
<p class="p">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.</p>
<p class="p">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.</p>
<p class="p">Within a custom object record, you can view and manage the values in the record's
fields, the record's relationships, and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9174563278874" target="_blank">view the record's event history</a>.</p>
<div class="p">
<strong class="ph b">To view a custom object's record</strong><ol class="ol" id="topic_skh_wwz_pyb__ol_g22_xyz_pyb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Custom
objects</strong> (<img class="image" id="topic_skh_wwz_pyb__d8e72" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_custom_objects_records_page.png">) in the sidebar.</span></li>
<li class="li">Select the custom object for which you'd like to view a record.</li>
<li class="li">Scroll or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6088606067866-About-the-custom-objects-records-page#topic_bxl_dxq_fyb" target="_blank">search</a> for the record you want to
view.</li>
<li class="li">Click the record's name to view the record's details.<div class="note note">
<span class="notetitle">Note:</span> 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.</div>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_qcz_xwz_pyb">
<h2 class="title topictitle2" id="ariaid-title3">Editing custom object records</h2>
<div class="body">
<p class="p">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.</p>
<p class="p">Admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6034260247066#topic_yv1_5xs_3yb" target="_blank">agents with permission</a> can edit records. </p>
<div class="p">
<strong class="ph b">To edit a custom object's record</strong><ol class="ol" id="topic_qcz_xwz_pyb__ol_d2t_tzz_pyb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Custom
objects</strong> (<img class="image" id="topic_qcz_xwz_pyb__d8e72" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_custom_objects_records_page.png">) in the sidebar.</span></li>
<li class="li">Select the custom object for which you'd like to view a record.</li>
<li class="li">Scroll or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6088606067866-About-the-custom-objects-records-page#topic_bxl_dxq_fyb" target="_blank">search</a> for the record you want to
edit.</li>
<li class="li">Click the record's name to view the record's details, then click
<strong class="ph b">Edit</strong>.</li>
<li class="li">Modify any field values in the record as needed.</li>
<li class="li">
<a class="xref" href="#topic_bdz_jxm_kfc">Add, replace, or remove record
icons</a> as needed.</li>
<li class="li">
<a class="xref" href="#topic_xbl_hyp_pgc">View, download, add, or remove
attachments</a> as needed.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_bdz_jxm_kfc">
<h3 class="title topictitle3" id="ariaid-title4">Adding, replacing, or removing record icons</h3>
<div class="body">
<p class="p">If a custom object is configured to allow record icons, you can add, replace, or
remove a record icon when editing a record.</p>
<div class="p">
<strong class="ph b">To modify a record's icon</strong><ol class="ol" id="topic_bdz_jxm_kfc__ol_uh1_wxm_kfc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Custom
objects</strong> (<img class="image" id="topic_bdz_jxm_kfc__d8e72" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_custom_objects_records_page.png">) in the sidebar.</span></li>
<li class="li">Select the custom object for which you'd like to view a record.</li>
<li class="li">Scroll or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6088606067866-About-the-custom-objects-records-page#topic_bxl_dxq_fyb" target="_blank">search</a> for the record you want
to edit.</li>
<li class="li">Click the record's name to view the record's details, then click
<strong class="ph b">Edit</strong>.</li>
<li class="li">Click the icon next to the record's name and select:<ul class="ul" id="topic_bdz_jxm_kfc__ul_b5x_xxm_kfc">
<li class="li">
<strong class="ph b">Upload image icon</strong>: Add or replace an icon for the
record.</li>
<li class="li">
<strong class="ph b">Remove</strong>: Removes an icon for the record. A placeholder
will be displayed instead.</li>
</ul>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_xbl_hyp_pgc">
<h3 class="title topictitle3" id="ariaid-title5">Viewing, adding, and removing attachments</h3>
<div class="body">
<p class="p">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.</p>
<div class="p">
<strong class="ph b">To modify a record's attachments</strong><ol class="ol" id="topic_xbl_hyp_pgc__ol_kjh_zzp_pgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Custom
objects</strong> (<img class="image" id="topic_xbl_hyp_pgc__d8e72" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_custom_objects_records_page.png">) in the sidebar.</span></li>
<li class="li">Select the custom object for which you'd like to view a record.</li>
<li class="li">Scroll or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6088606067866-About-the-custom-objects-records-page#topic_bxl_dxq_fyb" target="_blank">search</a> for the record you want
to edit.</li>
<li class="li">Click the record's name to view the record's details, then click the
<strong class="ph b">Attachments</strong> tab.</li>
<li class="li">From the Attachments tab, you can:<ul class="ul" id="topic_xbl_hyp_pgc__ul_cmx_k1q_pgc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5402508938778#topic_abp_byp_pgc" target="_blank">Add an
attachment</a>.</li>
<li class="li">Click the name of an attachment to see a preview.</li>
<li class="li">Click the name of an attachment and then, in the preview, click
<strong class="ph b">Download</strong> to download the attachment.</li>
<li class="li">Click the delete icon (<img class="image" id="topic_xbl_hyp_pgc__image_ltg_mbq_pgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_reset_query.png">) next to an attachment, and then
click <strong class="ph b">Delete attachment</strong> in the confirmation dialog to
remove the attachment from a record.</li>
</ul>
</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_k2v_ywz_pyb">
<h2 class="title topictitle2" id="ariaid-title6">Deleting custom object records</h2>
<div class="body">
<p class="p">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.</p>
<p class="p">Admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6034260247066#topic_yv1_5xs_3yb" target="_blank">agents with permission</a> can delete custom
object records.</p>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_s4q_b3g_53c">
<h3 class="title topictitle3" id="ariaid-title7">Deleting a single custom object record</h3>
<div class="body">
<p class="p">It's possible to delete custom object records individually or in bulk.</p>
<div class="p">
<strong class="ph b">To delete a single custom object record</strong><ol class="ol" id="topic_s4q_b3g_53c__ol_olp_h11_qyb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Custom
objects</strong> (<img class="image" id="topic_s4q_b3g_53c__d8e72" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_custom_objects_records_page.png">) in the sidebar.</span></li>
<li class="li">Select the custom object for which you'd like to view a record.</li>
<li class="li">Scroll or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6088606067866-About-the-custom-objects-records-page#topic_bxl_dxq_fyb" target="_blank">search</a> for the record you want
to delete.</li>
<li class="li">Click the record's name to view its details, then click
<strong class="ph b">Delete</strong>.</li>
<li class="li">In the confirmation dialog, click <strong class="ph b">Delete</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_jm5_23g_53c">
<h3 class="title topictitle3" id="ariaid-title8">Deleting multiple custom object records</h3>
<div class="body">
<p class="p">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.</p>
<div class="p">
<strong class="ph b">To bulk delete custom object records</strong><ol class="ol" id="topic_jm5_23g_53c__ol_c12_g3g_53c">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click <strong class="ph b">Custom
objects</strong> (<img class="image" id="topic_jm5_23g_53c__d8e72" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_custom_objects_records_page.png">) in the sidebar.</span></li>
<li class="li">Select the custom object for which you'd like to view records.</li>
<li class="li">Use the checkboxes next to the record names to select up to 100 records
you want to delete.</li>
<li class="li">At the bottom of the page, click <strong class="ph b">Delete</strong>.</li>
</ol>
</div>
</div>
</div>
</div>
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