Configuring object schemas

Working with object schemas

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You can configure your object schema to change permissions, roles, statuses, references, and more.

To configure your object schema:

  1. Open your schema.
  2. At the top-right, click the Object Schema drop-down menu, and select Configure.

Available configuration

Here's what you can do with your schema.

TabDescription
General

In the General tab, you can change the schema name and description. You can also customize the following options:

Show 'create object' option in custom fields

Shows a 'create object' icon next to the Insight custom field displayed on issues to allow users to create objects directly from issues (if they can't find their objects). Only available for users with at least the Insight developer role.

Enable the possibility to create referenced objects when editing or creating new objects. This is only available for Insight developers.

Enable the possibility to create referenced objects when editing or creating new objects. Only available for users with at least the Insight developer role.


Validate object attributes in quick object creation

If the previous option is enabled, then you can restrict the quick creation of referenced objects to validate all object attributes to respect data consistency.

Publish object events to activity stream

You can choose to publish events related to objects on the Insight activity stream.

Allow others to select objects from this schema

This option allows other schemas to select objects from this schema. You can select objects only from schemas that have this option enabled.

References

In the References tab, you can configure references that can be later used when linking objects to one another. When users choose to create a reference in their object, they'll see references that you specify here.

StatusesIn the Statuses tab, you can configure statuses that are displayed on objects. For example, you can have statuses like Running and Problem, and choose to change from one to another when an issue is reported against one of your objects.
IconsIn the Icons tab, you can check available icons to be used for object types and objects, and upload new icons.
RolesIn the Roles tab, you can check permissions for you scheme, and add users and groups to specific roles.
ImportIn the Import tab, you can import data into your object schema. This is useful if you'd like to import a CSV files with your assets instead of creating objects manually. For more info, see Importing data into an object schema.
AutomationIn the Automation tab, you can add automation rules for your schema. For more info, see Configuring Insight automation rules.
Label templatesTemplates for print labels. For more info, see Configuring print labels.
FilesIn the Files tab, you can view all files added to your object schema and check their usage. The list will show all files added to the schema itself or any object referenced in it. Those can be user avatars or a CSV file that you imported to your schema.

Related pages

Have a look at these pages:

Last modified on Oct 19, 2021

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