Custom objects and the data model

Your own record types linked to companies, contacts, opportunities and conversations — production lines, branches, equipment, projects. The data model map, fields, relations, table and kanban, Quick Entry block, API and plan limits.

Solk's standard objects — Company, Contact, Conversation, Opportunity, Task, Trial, Quote, Order — form a connected data model. When your business needs a record type of its own (a company's production lines, branches, equipment in the field, projects / sites), you define it as a custom object: it gets its own fields, relations to standard and other custom objects, a table view, a record page and a Quick Entry block.

The data model map

Settings → Data model (admins) shows every object and the relations between them on one map. Conversation sits in the centre: every Quick Entry creates a conversation record, and the contact, opportunity, trial and next step link to it.

• Click an object: its relations are highlighted; the side panel shows its description, fields, relations and where it is used (Quick Entry, company card, mobile …).
• Custom objects are drawn in purple with a custom tag; edges show the relation's cardinality (N : 1, 1 : N, N : N).
• Custom object at the top right creates a new object. When your plan's allowance is used up, the button becomes Upgrade plan.

Defining an object

1. 1

   Start from an example or from scratch

   The examples at the top of the editor come with fields and relations: Production line, Branch / site, Equipment, Project / site. Everything can be changed.

2. 2

   Object

   Singular name (Production line), Plural name (Production lines), Record name field (Line name), Icon and a short description. The API key is generated from the name (uretim_hatti) and is used in URLs and the API.

3. 3

   Fields

   + Add field — types: Text, Long text, Number, Currency, Percent, Date, Select, Multi-select, Checkbox, User, Link, E-mail, Phone. Each field can be marked required and in Quick Entry; drag to reorder (up to 40 fields). Required fields are asked when a record is created — Quick Entry included.

4. 4

   Relations

   Target: Company, Contact, Opportunity, Conversation, Trial or another custom object. Click the cardinality to change it:

   Cardinality	Meaning (production line → company)
   N : 1	Each line belongs to one company; a company has many lines.
   1 : N	Many records link to one line (e.g. the line's trials).
   N : N	Many on both sides (e.g. lines ↔ opportunities).

5. 5

   Where it appears

   Switch	What it turns on
   Block in Quick Entry	Pick a record or create one while logging a conversation; the conversation links to the record (a conversation relation is added automatically).
   Card on the company page	Records linked to the company are listed on the company card.
   In the mobile app	iOS and Android: list, record page, Quick Entry block.
   Sidebar, table and kanban	Under Records in the sidebar; saved views, bulk update, Excel.
   API and app notifications	REST API, workflows and Slack / webhook notifications.

   The preview on the right shows the record page and the Quick Entry block as you type. Save.

Records

Each object's table lives at /o/<key> (Records in the sidebar). Every tool of table views works here too: column picker, filters, sorting, saved views (All, My records), kanban by a select field, bulk update and Excel export. Columns are the fields and relations (e.g. Company, Opportunities).

The New record form asks for the required fields; opened from a company page, the company is preselected. The record page shows the fields (Edit), company, owner, linked records per relation type (Add a link) and comments. Log a call opens Quick Entry with the record selected; ⋯ holds Archive · Restore · Delete.

Records are searchable in the command palette (Ctrl+K); on the company page, an object with Card on the company page lists the company's records with a short summary.

In Quick Entry

An object with Block in Quick Entry becomes a block in the Quick Entry templates. The block lists the company's records; pick one, or type a name and the fields marked in Quick Entry to create a new record. On saving, the conversation — and the opportunity and trial, when related — link to the chosen record. If the block is required in the template, an entry can't be saved without a record. Templates

Automation

Creating a record fires the Record created event: workflows can start from it, and webhooks and Slack / Teams notifications send it (when the object has API and app notifications on).

Plan limits

Installations on module-based licences have no limit. Downgrading doesn't delete existing objects; only new objects can't be created.

API

Objects open to the API are listed with GET /api/v1/objects; records have endpoints to list, create, get, update, delete and link. The company card (GET /api/v1/customers/{id}) carries the records of mobile-enabled objects under objects.