Create a custom object

A Custom Object is an inventory of your own, for example a list of cost centers, business units, or SAP project codes, that other objects can relate to through a Custom Relation. Create one when the data you want to govern by is not tracked by Microsoft.

Before you begin

• Your Rencore role includes the inventory’s Edit permission. See Rencore roles.
• Custom Metadata is included in the Enterprise Plan and available as an add-on to the Premium Plan.

Steps

1. Go to Inventory > Inventory Options ([…]) > Manage your metadata.
2. Click the ellipses menu ([…]) in the top right of Manage your metadata and select + Add custom object.
3. On Basic Info, give the object a Display name, and a description under Details.
4. Click Next.
5. On Data Source, choose whether to import the object’s properties from a CSV or Excel file, or set up the fields manually. Then follow one of the two paths below.

Import the properties from a file

1. Select Upload a CSV or Excel file.
2. Click Browse, select the file, and click Open.
3. A dialog shows the imported properties, their inferred type, and a sample value. Click Next.
4. To change the name, description, or data type of a property, hover over it, click the edit icon, make the changes and click Update.
5. To reorder the properties, click the left side of a property and drag it to the position you want.
6. Click Save.

Set up the fields manually

1. Click Skip and set up fields manually.
2. Click Next.
3. Click + Add property.
4. Enter the Display name, Description, and data type for the property.
5. Select whether a default value is used and whether the property is visible in the Teams App.
6. Click Add.
7. Repeat steps 3 to 6 for every other property.
8. Reorder the properties by dragging them, as described above.
9. Click Save.

What you see

Once created, the object’s inventory appears alongside the built-in inventories. Add instances to it one at a time, or bring them in from a file or a SharePoint source. See Connect a data source for custom metadata.

Every Custom Object you create sits in the same Custom Objects group in the inventory list. You can rename the group and change its icon for your Environment, but each object keeps the group’s icon. Individual objects are told apart by name only. Each Custom Object is turned on or off on its own, like any inventory. The group itself has no single switch.