Table of Contents

• Overview

  • Why Custom Objects Are Needed

  • What are Custom Objects

  • Custom Object Structure

  • Custom Objects vs Standard Objects

  • Enablement & Availability

  • Key Use Cases

• Custom Object Capabilities

• Enable Custom Objects Feature

• Custom Objects Management Workflow

Overview

The Custom Objects in Ordway is part of Ordway’s broader extensibility and configurability strategy. It allows you to extend the platform beyond standard data models to support unique business processes, additional data requirements, and advanced auditability needs.

Custom Objects enable you to model and manage data that does not naturally fit into Ordway’s standard object structure.

Why Custom Objects are Needed

Ordway provides a rich set of standard objects such as Products, Plans, Customer Accounts, Subscriptions, and so on. Each standard object has a predefined lifecycle and supports actions. However, during real-world implementations, customers often require:

• Additional master data not supported by standard objects

• Transactional data outside the subscription lifecycle

• Business-specific entities and workflows

• Enhanced audit and reporting requirements

Custom Objects address these gaps by allowing customers to define and manage their own data structures.

What are Custom Objects

A Custom Object is a user-defined data entity that allows you to store additional business-specific information.

Each Custom Object:

• Has a name and description

• Contains custom fields

• Supports record creation, updates, and deletion

• Can be automated using workflows

• Is accessible through APIs

Custom Object Structure

Each Custom Object consists of:

• Object Name – Identifies the object

• Fields – Define the data captured

• Records – Individual entries created for the object

• Relationships – Links to other objects (if applicable)

Custom Objects vs Standard Objects

Custom Objects add extra data when needed and do not replace standard objects.

Enablement & Availability

• Custom Objects are a paid add-on feature

• Enablement requires an entitlement and approval process

• Customers must contact Ordway Support to request access

Once enabled, Custom Objects become available for configuration and use within the application.

Key Use Cases

Custom Objects can be used to:

• Track business-specific records (for example, internal approvals, audits, or custom processes)

• Store integration-related data

• Support customer-specific workflows

• Extend reporting and analytics capabilities

• Enable API-based integrations to show selected or generated data to customers in the Customer Portal.

Note: Custom Objects framework enablement is managed by Ordway. Customers must contact Support if this feature has been purchased.

Custom Object Capabilities

The Custom Object Framework supports the following capabilities:

Object Definition

• Create new custom objects

• Define object metadata such as name, menu group, and numbering behavior

• Add, update, or delete custom fields

• Control visibility in reports

Record Management

• Create, view, edit, and delete custom object records

• Validate records based on field definitions

• View records in list and detail views

Workflows

• Use custom objects in workflows

• Search or look up custom object records

• Retrieve field values

• Update custom object records through workflow actions

Templates

• Reference custom object fields in:

  • Email templates

  • PDF templates

• Use custom object data in the context of related standard objects

Reporting

• Enable custom objects for reporting

• Use custom object fields as report dimensions and filters (based on access permissions)

Custom Objects Management Workflow

Once the feature is enabled, a Custom Objects menu becomes available. This serves as the central hub for managing all custom objects.

View Custom Objects

To access Custom Objects

1. When you enabled Custom objects feature, the In the Custom object feature is show up under Setup.
   

2. Click Custom Objects. The Custom Objects page is displayed with lists of all existing Custom Objects and provides options to create or manage them.