How to manage the data model?

Introduction

The Qwoty data model groups all the objects used in the application: products, customers, quotes, contracts, etc. Some objects are standard and defined by Qwoty, while others are manageable: you can add your own fields to adapt Qwoty to your business needs.

✍️ Prerequisites : You must have the Admin role to access this screen.

Access

In the left side menu, click on Settings
In the Data section, click on Data model

View the list of objects

The screen displays the list of all Qwoty data objects:

Name : Name of the data object
Type : Object type (Standard or Manageable)
Instance : Number of existing records for this object

Understanding object types

Standard : System objects created by Qwoty. Their structure is fixed and cannot be modified or viewed. These objects ensure the proper functioning of the application.
Manageable : Customizable objects. You can add your own fields to enrich the collected data. The system fields of these objects remain non-editable, but your custom fields can be edited or deleted.

Customizable objects (Manageable)

The following objects can be enriched with custom fields:

Contract template : Add fields to contract templates
Customer : Enrich customer records with your own information
Product : Add attributes specific to your products
Project : Customize your project data (quotes, orders, contracts)
Template : Add fields to templates

💡 Tip : The custom fields you create on these objects can then be used in DealRoom forms to collect specific information from your customers.

Search for an object

Use the search bar at the top of the screen to filter the list by name.

Navigate the list

At the bottom of the table, you can:

Change the number of rows displayed per page via the Rows per page menu
Navigate between pages using the pagination buttons

Customize a manageable object

Find the object of type Manageable to customize in the list
Click on the ⋮ menu to the right of the row
Select Edit
The object configuration page opens

💡 Tip : See the article « How to add a custom field to an object? » to discover all available configuration options.

⚠️ Warning : Only objects of type Manageable have an actions menu. Standard objects cannot be modified or viewed in order to ensure the proper functioning of Qwoty.

How to add a custom field to an object?
How to create a custom form?
How to manage forms?