Add a New Custom Object Instance

A custom object definition must be configured before you can add a new instance of that custom object. The Administrator can create new custom object definitions on the Configure Custom Object Definition dialog.

Add a new custom object instance by performing one of these steps:

1. Select the Custom Object Definition's view button in the lower left of the navigation pane.

   In the following example, there are two types of custom objects that have been defined: Contacts and Tasks. The image shows the user selecting Tasks.

   
2. Click New on the toolbar and select New <custom object>, where <custom object> is the name of the custom object definition from which you want to create an instance.

   In the following example, the user is creating a new Task.

   
   Note: You can also right-click on the custom object node in the tree and select New Task.
3. On the New <custom object> dialog, enter a name for the custom object instance.

   For example, this user may want to create an instance of Tasks called Review John's Design.

   

4. Click OK.

   The new custom object instance is added.