What are Custom Objects?

Custom objects allow teams to track and manage anything outside the scope of the standard TermSheet objects.

TermSheet is purpose-built to be flexible and customizable. If there are associations or processes that should be tracked that are outside the standard TermSheet objects, custom objects can easily be created. 

Before getting started, consider whether a custom object is the right choice for the use case in mind using the following questions as a guide:

• Can you use an existing TermSheet object and it's properties to organize your data instead of a custom object? 
• If the custom object is created, could there be duplicate or inconsistent data between the custom object and an existing object in TermSheet?

TermSheet has options for enabling Properties, Units, Loans Quotes, Leases, and Dispositions. To request to have these enabled, contact support@termsheet.com or reach out to a customer success manager. 

🔒Permissions

Admin Roles have access to Custom Objects in Settings by default.

Admin and Standard Roles can access the deal or property level custom objects tab.

Any user can access the Custom Object in the workspace menu.

💡Things to Consider

Custom Objects Overview

Custom Objects will appear under "More" in the workspace header and as it's own tab. Select More, then the custom object to view the custom object space. 

Custom Objects are also made available as a subtab in other objects if they have been associated with another object through a one-to-many relationship. 

Relationships are set up in the Object Manager in Settings.

Add Items to Custom Objects

To add items to the custom object, select "Add" in the upper right hand corner of the list view. 

Relationships will show up as "Linked" fields. Type into the field to search available options. 
Linked Project = Associate this item to an existing deal. 

Linked Property = Associate this item to an existing property.

Linked co_#_field= Associate this item to another custom object item.

Adding Custom Fields

Any fields that have been added to the custom object will appear in the "add" form. To add fields to the custom object, select Settings (gear icon) then Fields and select the custom object in the header dropdown.

Viewing the Relationship between Objects

Once items have been added to custom objects and associated to other objects, select the links to navigate between the objects in a single click. 

🚀Getting Started with Custom Objects

✅Ensure the use case for the custom object cannot be accomplished via any available existing TermSheet Object. 

✅Add a Custom Object to track associations. 

✅Identify the critical data points to track within the custom object

✅Consider what information is important to extract from the data and create reports and dashboards to surface that information.