Overview
Custom Objects allow administrators to define arbitrary data types tailored to their auction’s needs. Create objects like Dealerships, Fleets, Vendors, or any entity your operation requires, then populate them with records and relate them to other objects.Object Types
Define custom schemas with typed fields
Record Management
Create, edit, search, and paginate records
CSV Import
Bulk import records from CSV files
Query Builder
Query custom object data with natural language
Permission Requirements
| Action | Owner | Admin | Team Member |
|---|---|---|---|
| Create Object Types | Yes | Yes | No |
| Edit Object Types | Yes | Yes | No |
| Delete Object Types | Yes | Yes | No |
| View Records | Yes | Yes | No |
| Create/Edit Records | Yes | Yes | No |
| Import CSV | Yes | Yes | No |
Custom Objects are scoped to your auction. Each auction has its own set of object types and records, isolated by multi-tenant security policies.
Creating an Object Type
Define a new custom object with a schema of typed fields.Enter Basic Info
Provide the following details:
| Field | Description | Example |
|---|---|---|
| Name | Machine name (lowercase, underscores) | dealerships |
| Display Name | Singular display name | Dealership |
| Plural Display Name | Plural form | Dealerships |
| Icon | Lucide icon name | building-2 |
| Description | Optional description | Dealership partners |
Add Fields
Click Add Field to define each field in your schema:
| Setting | Description |
|---|---|
| Field Name | Machine name (lowercase, underscores) |
| Display Name | Human-readable label |
| Data Type | text, number, date, boolean, or select |
| Required | Whether the field must have a value |
| Options | For select type: list of allowed values |
Configure Field Metadata
Optionally set analytics metadata for each field:
| Metadata | Purpose |
|---|---|
| Filterable | Field appears as a filter option in the query builder |
| Groupable | Field can be used for GROUP BY operations |
| Aggregatable | Field can be summed, averaged, etc. |
Field Data Types
| Type | Storage | Example Values |
|---|---|---|
| text | String | ”Acme Motors”, “123 Main St” |
| number | Numeric | 42, 3.14, -10 |
| date | Date string | ”2026-01-15” |
| boolean | True/False | true, false |
| select | Constrained string | ”active”, “inactive”, “pending” |
Naming Guidelines
| Guideline | Good | Bad |
|---|---|---|
| Use lowercase with underscores | dealerships | Dealerships, dealer-ships |
| Be descriptive but concise | primary_contact | pc, the_primary_contact_person |
| Avoid reserved words | fleet_name | name, type, id |
Managing Records
After creating an object type, you can add and manage individual records.Accessing the Record Browser
Creating a Record
Fill in Fields
Enter values for each field defined in the object schema. Required fields are marked with an asterisk.
Editing a Record
Deleting a Record
Searching and Sorting
| Feature | Description |
|---|---|
| Search | Filter records by text fields (searches across all text-type fields) |
| Sort | Click any column header to sort ascending/descending |
| Pagination | Navigate through large record sets with page controls |
CSV Import
Bulk import records into a custom object from a CSV file.Choose Import Mode
Select how to handle existing data:
| Mode | Behavior |
|---|---|
| Append | Add new records without affecting existing ones |
| Replace All | Delete all existing records and import fresh |
The CSV import processes in the background. You can navigate away and return to check the status. Import history is available in the Analytics Import tab.
CSV Format Requirements
| Requirement | Details |
|---|---|
| Header row | First row must contain column names |
| Encoding | UTF-8 recommended |
| Delimiter | Comma (,) |
| Max file size | 50 MB |
Editing an Object Type
Modify an existing object type’s display name, icon, description, or field schema.Deleting an Object Type
Remove an object type and all of its records.Review Impact
The dialog shows how many records will be deleted and which associations will be removed
Using Custom Objects in Analytics
Custom objects are available as data sources in the Query Builder. Ask natural language questions about your custom data just like any other data source.Example Queries
| Object | Example Query |
|---|---|
| Dealerships | ”Show me total records by region” |
| Fleets | ”How many active fleets were added this month?” |
| Vendors | ”List vendors with contract_value over 50000” |
Best Practices
Plan Your Schema First
Plan Your Schema First
Before creating an object type, map out:
- What fields do you need?
- Which fields should be required?
- What data types are appropriate?
- Will you need to filter or group by any fields in analytics?
Use Select Fields for Known Values
Use Select Fields for Known Values
When a field has a finite set of values (status, region, tier), use the
select type. This:- Prevents typos and inconsistent data
- Enables dropdown selection in forms
- Improves analytics filtering accuracy
Start Small, Iterate
Start Small, Iterate
Begin with a minimal set of fields and add more as your needs become clearer. You can always add fields to an existing object type without affecting existing records.
Use Associations for Relationships
Use Associations for Relationships
Instead of duplicating data across objects, use the Data Model to create associations between objects. This enables cross-object queries in the Query Builder.