Configuring objects for enhanced data views

Enhance the usability of Oomnitza by configuring the display options of objects. You can make it easier for users to select field options and to elicit responses to surveys by selecting key fields associated with an object.

You can customize the display options for each object within the system. Any changes made are applied globally, affecting all roles and various system components such as:

• UI Elements. Pages featuring fields or dropdowns that reference an object, like selecting an 'Integration User' when creating an integration.
• Records. Instances where fields within a record refer to the object, such as the 'Point of Contact' field in an Audit record. 
• Surveys. Variables within surveys that are associated with the object.

Scenario

To illustrate, let's customize the users object. To make selecting an option easier and to make the information displayed more meaningful, the administrator wants to display the full name and the user's position or department. 

Important
Think carefully before you select the title and subtitle to ensure that the selection is meaningful and will help users choose an option. Ensure also that the fields that are selected are populated with data.    

Procedure

1. Click Data Model > Objects.
2. Open the Users object.
3. In the Object records labels row, select Full Name as the title amd select Position as the subtitle.
4. Save your changes.

System-wide impact

These alterations influence how the user object appears throughout the system for all roles. For example, when generating integration credentials:

When setting up an integration:

Data field changes

Additionally, any fields that use the users object as it's data source, such as the Assigned To Assets field, will reflect these changes.

Surveys

The customized display options are also visible when you add variables to surveys.

Ensure that you are aware of the system-wide impacts before applying any changes.