There are several ways to modify an existing custom object instance. These modifications are made on the instance and not the entire definition. For example, edits made to a specific Task, such as Review John's Design, are not being made to the entire Tasks definition. The commands available for custom objects are listed below with a short description of each function.
Check In
Selecting Check In on a custom object instance will gather all files that are associated with all linked data. So if the custom object has links to files, folders, items, or change orders; the files associated with that linked data will be gathered and checked in.
Get/Check Out
Selecting Get/Check Out on a custom object will download and optionally check out the files associated with the links in the custom object. So if the custom object has links to files, folders, items, or change orders; the files associated with that linked data will be gathered and downloaded/checked out.
Undo Check Out
Like check in and check out, the undo check out command will undo any check outs needed for files associated with data linked to the custom object.
Change Category
The Change Category command assigns a new category to a custom object. Links to custom objects of the same definition can be included on the change category dialog.
Change State
The state can be changed on a custom object as well as any links to the same definition type. So. for example, if a Tasks custom object has been defined, and a task instance has links to other tasks, then all linked tasks can be included in the change state operation.
Delete
Custom Object instances can be deleted as long as the roles and permissions assigned to the definition and instance allow it. Any links to that instance prompt a dialog to confirm the delete.
Rename
Custom objects can be renamed with the Rename command. The dialog used for custom objects is similar to the rename folder command.
Go To
The Go To command takes the user to the source of a link. If this command is chosen on a link to a custom object, the user is taken to the source of the link.
Properties
Selecting this command populates the general properties and security dialog for the custom object. It is here that a security override can be applied to an instance.