Does your business require more than just leads, deals, contacts or companies? You need your own entity that will meet your specific needs. No problem! At least because you use Uspacy, where work with your own entities - smart objects is already available.
So, smart objects are entities that are created by users themselves and have a certain configurable set of parameters. They can be used if the predefined, i.e., default CRM entities, do not fully meet the specifics of work and business needs.
For example, you can create universal entities such as Warehouse, Projects, Models or Brands of cars, References of technical information, etc.
🪄 Pay attention that in the first release of our product, we named this tool Universal entities. But now you can see changes in its name in your spaces. From now on this tool will be known as Smart objects.
How to do it?
🌟 Please note that only the administrator and superadministrator of Space can create new smart objects.
It can be done in two ways. The first is to click the Add button in the Smart objects section on the All smart objects page.
The second is through the Settings section. On the Sections - Section settings page, select the Smart objects item and click the Create new smart object button.
Next, the creation window will open.
Here you need to configure the parameters for the new smart object.
🟣 Give it a name both in the plural and in the singular.
🟣 Enter smart object ID. This parameter is automatically filled out by the system - it is transliterated into Latin. But you can enter your own value.
❗️Please note that the ID must contain only Latin letters.
🟣 Activate or deactivate the support of directions.
It depends on whether the new smart object will support work with the Kanban board.
🟣 Activate or deactivate the support of activities.
It depends on whether the new smart object will support work with activities. Namely, the ability to create activities in the entity element card.
Or to bind the elements of the smart object to the activity. In the form of its creation, the appropriate block will be available.
🟣 Activate or deactivate the support of tasks feature.
It depends on whether your smart object will provide work with tasks. Namely, the possibility to go from the form of task creating to the element card of a smart object.
Or bind elements of a custom entity to a task. The corresponding block will be available in the form of its creation.
🟣 You can configure the parameter Available for all already after creating the smart object. You will be informed about this by a hint that will appear when you move the cursor over the toggle button.
🟣 Provide the possibility of display in the left menu for the new smart object.
If you activate this option, the smart object will be a separate menu item in the Smart objects section. When you click on it, you can go to the page of this smart object at once.
When all the parameters of the smart object are configured, all that remains is to Save it.
As a result, it will immediately appear in the list on the All smart objects page, as well as in the left menu, if it was specified when creating it.
Once created, the smart object is automatically available to everyone. That is, all Space users can work with it.
☝🏻 But please note that in order to see the newly created smart object, go to its page and work with it, users must log in to the system once again.
If necessary, you can disable this parameter.
You can read more about how to work with smart objects in the following articles:
If you have additional questions or you need to contact the support, send a request to this email [email protected]