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ChineseSteedos Objects | Steedos 对象定义
Steedos 对象定义
Overview | 概述
概述
Steedos objects are the foundation of your data model. Each object represents a database table. Objects are defined using files, with related metadata (fields, list views, permissions, buttons) in separate files within subfolders.
.object.ymlSteedos 对象是数据模型的基础。每个对象代表一个数据库表。对象使用 文件定义,相关元数据(字段、列表视图、权限、按钮)在子文件夹的独立文件中定义。
.object.ymlSteedos 对象是数据模型的基础。每个对象代表一个数据库表。对象使用 文件定义,相关元数据(字段、列表视图、权限、按钮)在子文件夹的独立文件中定义。
.object.ymlFile Location | 文件位置
文件位置
Modern Format (Recommended) | 现代格式(推荐)
现代格式(推荐)
Each object has its own folder with separate metadata files:
steedos-packages/
└── my-package/
└── main/default/
└── objects/
└── orders/
├── orders.object.yml # Object definition
├── fields/ # Field definitions
│ ├── order_number.field.yml
│ ├── customer.field.yml
│ ├── status.field.yml
│ └── total_amount.field.yml
├── listviews/ # List view definitions
│ ├── all.listview.yml
│ ├── my_orders.listview.yml
│ └── pending.listview.yml
├── permissions/ # Permission definitions
│ ├── user.permission.yml
│ └── admin.permission.yml
└── buttons/ # Button definitions
├── submit_order.button.yml
└── standard_delete.button.ymlNote: Triggers and functions are in separate top-level folders:
main/default/
├── triggers/
│ └── orders_validate.trigger.yml
└── functions/
└── approve_order.function.yml每个对象都有独立的文件夹,包含各元数据文件:
steedos-packages/
└── my-package/
└── main/default/
└── objects/
└── orders/
├── orders.object.yml # Object definition
├── fields/ # Field definitions
│ ├── order_number.field.yml
│ ├── customer.field.yml
│ ├── status.field.yml
│ └── total_amount.field.yml
├── listviews/ # List view definitions
│ ├── all.listview.yml
│ ├── my_orders.listview.yml
│ └── pending.listview.yml
├── permissions/ # Permission definitions
│ ├── user.permission.yml
│ └── admin.permission.yml
└── buttons/ # Button definitions
├── submit_order.button.yml
└── standard_delete.button.yml注意:触发器和函数位于独立的顶级文件夹中:
main/default/
├── triggers/
│ └── orders_validate.trigger.yml
└── functions/
└── approve_order.function.ymlObject Definition | 对象定义
对象定义
Minimal Object | 最小对象定义
最小对象定义
yaml
undefinedyaml
undefinedobjects/products/products.object.yml
objects/products/products.object.yml
name: products
label: 产品
custom: true
Every object must have a name field. At minimum, define a `name` field:
每个对象必须有一个名称字段。至少需要定义一个 `name` 字段:
```yamlname: products
label: 产品
custom: true
每个对象必须有一个名称字段。至少需要定义一个 `name` 字段:
```yamlobjects/products/fields/name.field.yml
objects/products/fields/name.field.yml
name: name
type: text
label: 产品名称
required: true
searchable: true
Fields, list views, and permissions are defined in separate files under the object folder.name: name
type: text
label: 产品名称
required: true
searchable: true
字段、列表视图和权限在对象文件夹下的独立文件中定义。Complete Object | 完整对象定义
完整对象定义
yaml
undefinedyaml
undefinedobjects/orders/orders.object.yml
objects/orders/orders.object.yml
name: orders
label: 订单
icon: orders
custom: true
version: 2
is_enable: true
enable_search: true
enable_files: true
enable_api: true
enable_audit: true
enable_trash: true
enable_enhanced_lookup: true
enable_inline_edit: true
enable_dataloader: true
undefinedname: orders
label: 订单
icon: orders
custom: true
version: 2
is_enable: true
enable_search: true
enable_files: true
enable_api: true
enable_audit: true
enable_trash: true
enable_enhanced_lookup: true
enable_inline_edit: true
enable_dataloader: true
undefinedCore Properties | 核心属性
核心属性
Basic Properties | 基本属性
基本属性
| Property | Type | Required | Description |
|---|---|---|---|
| string | Yes | Object API name (snake_case) |
| string | Yes | Display label (use the language of the user's prompt) |
| string | No | MUST be a value from the Valid Icon Values list below. Do NOT invent icon names. |
| boolean | No | Mark as custom object |
| number | No | Object schema version |
| boolean | No | Object is active |
| 属性 | 类型 | 必填 | 说明 |
|---|---|---|---|
| string | 是 | 对象API名称(使用蛇形命名法snake_case) |
| string | 是 | 显示标签(使用用户提示中的语言) |
| string | 否 | 必须从下方的【有效图标值】列表中选择,请勿自行编造图标名称。 |
| boolean | 否 | 标记为自定义对象 |
| number | 否 | 对象架构版本 |
| boolean | 否 | 对象是否激活 |
Feature Flags | 功能开关
功能开关
| Property | Type | Default | Description |
|---|---|---|---|
| boolean | true | Enable global search |
| boolean | false | Enable file attachments |
| boolean | true | Enable API access |
| boolean | false | Enable field history tracking |
| boolean | true | Enable recycle bin |
| boolean | true | Enhanced lookup UI |
| boolean | false | Inline editing in list views |
| boolean | false | Bulk operation support |
| boolean | false | Workflow support |
| boolean | false | Record locking |
| 属性 | 类型 | 默认值 | 说明 |
|---|---|---|---|
| boolean | true | 启用全局搜索 |
| boolean | false | 启用文件附件 |
| boolean | true | 启用API访问 |
| boolean | false | 启用字段历史追踪 |
| boolean | true | 启用回收站 |
| boolean | true | 启用增强型查找UI |
| boolean | false | 启用列表视图中的行内编辑 |
| boolean | false | 启用批量操作支持 |
| boolean | false | 启用工作流支持 |
| boolean | false | 启用记录锁定 |
Field Groups | 字段分组
字段分组
Organize fields into collapsible groups in the UI:
yaml
undefined在UI中将字段组织为可折叠分组:
yaml
undefinedobjects/orders/orders.object.yml
objects/orders/orders.object.yml
field_groups:
- group_name: Basic Information
- group_name: Shipping Details collapsed: true
- group_name: Approval Info collapsed: true visible_on: "{{status != 'draft'}}"
undefinedfield_groups:
- group_name: Basic Information
- group_name: Shipping Details collapsed: true
- group_name: Approval Info collapsed: true visible_on: "{{status != 'draft'}}"
undefinedName Field (Required) | 名称字段(必填)
名称字段(必填)
Every object must have a name field — this is the human-readable identifier displayed in lookup results, related lists, breadcrumbs, and record titles. There are two ways to provide it:
每个对象必须有一个名称字段——它是在查找结果、相关列表、面包屑和记录标题中显示的人类可读标识。有两种方式提供:
每个对象必须有一个名称字段——它是在查找结果、相关列表、面包屑和记录标题中显示的人类可读标识。有两种方式提供:
Option 1: Define a name
field (default) | 方式一:定义 name
字段(默认)
namename方式一:定义 name
字段(默认)
nameIf you define a field with , it is automatically used as the name field:
name: nameyaml
undefined如果定义一个名为 的字段,它将自动被用作名称字段:
nameyaml
undefinedobjects/products/fields/name.field.yml
objects/products/fields/name.field.yml
name: name
type: text
label: 产品名称
required: true
searchable: true
index: true
undefinedname: name
type: text
label: 产品名称
required: true
searchable: true
index: true
undefinedOption 2: Use is_name: true
on another field | 方式二:在其他字段上设置 is_name: true
is_name: trueis_name: true方式二:在其他字段上设置 is_name: true
is_name: trueWhen the record title is not a simple text field (e.g., an autonumber or a lookup), mark a different field with :
is_name: true当记录标题不是简单文本字段时(例如自动编号或查找字段),在其他字段上标记 :
is_name: trueyaml
undefined当记录标题不是简单文本字段时(例如自动编号或查找字段),在其他字段上标记 :
is_name: trueyaml
undefinedobjects/orders/fields/order_number.field.yml
objects/orders/fields/order_number.field.yml
name: order_number
type: autonumber
label: 订单号
formula: 'ORD-{YYYY}{MM}{DD}-{0000}'
is_name: true
readonly: true
sort_no: 100
```yamlname: order_number
type: autonumber
label: 订单号
formula: 'ORD-{YYYY}{MM}{DD}-{0000}'
is_name: true
readonly: true
sort_no: 100
```yamlobjects/permission_objects/fields/permission_set.field.yml
objects/permission_objects/fields/permission_set.field.yml
name: permission_set
type: master_detail
label: 权限集
reference_to: permission_set
required: true
is_name: true
**Resolution priority**: `is_name: true` takes precedence over a field named `name`. If neither exists, the object will have no display name and lookups/related lists will show blank values.
**优先级规则**:`is_name: true` 优先于名为 `name` 的字段。如果两者都不存在,对象将没有显示名称,查找/相关列表将显示空白值。name: permission_set
type: master_detail
label: 权限集
reference_to: permission_set
required: true
is_name: true
**优先级规则**:`is_name: true` 优先于名为 `name` 的字段。如果两者都不存在,对象将没有显示名称,查找/相关列表将显示空白值。Standard Fields | 标准字段
标准字段
Steedos automatically adds these system fields to every object (no need to define):
| Field | Type | Description |
|---|---|---|
| text | Record ID (primary key) |
| text | Record name/title (see Name Field section above) |
| lookup → users | Record owner |
| lookup → spaces | Workspace ID |
| datetime | Creation date |
| lookup → users | Creator |
| datetime | Last modified date |
| lookup → users | Last modifier |
| lookup → company | Primary company |
| lookup → company (multiple) | Associated companies |
Steedos会自动为每个对象添加以下系统字段(无需手动定义):
| 字段 | 类型 | 说明 |
|---|---|---|
| text | 记录ID(主键) |
| text | 记录名称/标题(参见上方名称字段部分) |
| lookup → users | 记录所有者 |
| lookup → spaces | 工作区ID |
| datetime | 创建日期 |
| lookup → users | 创建者 |
| datetime | 最后修改日期 |
| lookup → users | 最后修改者 |
| lookup → company | 主公司 |
| lookup → company (multiple) | 关联公司 |
Complete Example | 完整示例
完整示例
Object with Separate Files | 带独立文件的对象
带独立文件的对象
Object definition:
yaml
undefined对象定义:
yaml
undefinedobjects/orders/orders.object.yml
objects/orders/orders.object.yml
name: orders
label: 订单
icon: orders
custom: true
version: 2
is_enable: true
enable_search: true
enable_files: true
enable_api: true
enable_audit: true
enable_trash: true
enable_enhanced_lookup: true
field_groups:
- group_name: Basic Information
- group_name: Financial
- group_name: Shipping collapsed: true
**Field files:**
```yamlname: orders
label: 订单
icon: orders
custom: true
version: 2
is_enable: true
enable_search: true
enable_files: true
enable_api: true
enable_audit: true
enable_trash: true
enable_enhanced_lookup: true
field_groups:
- group_name: Basic Information
- group_name: Financial
- group_name: Shipping collapsed: true
**字段文件:**
```yamlobjects/orders/fields/order_number.field.yml
objects/orders/fields/order_number.field.yml
name: order_number
type: autonumber
label: 订单号
formula: 'ORD-{YYYY}{MM}{DD}-{0000}'
is_name: true
readonly: true
sort_no: 100
```yamlname: order_number
type: autonumber
label: 订单号
formula: 'ORD-{YYYY}{MM}{DD}-{0000}'
is_name: true
readonly: true
sort_no: 100
```yamlobjects/orders/fields/customer.field.yml
objects/orders/fields/customer.field.yml
name: customer
type: lookup
label: 客户
reference_to: customers
required: true
index: true
sort_no: 200
```yamlname: customer
type: lookup
label: 客户
reference_to: customers
required: true
index: true
sort_no: 200
```yamlobjects/orders/fields/status.field.yml
objects/orders/fields/status.field.yml
name: status
type: select
label: 状态
required: true
index: true
sort_no: 300
options:
- label: 草稿 value: draft
- label: 已提交 value: submitted
- label: 已批准 value: approved
- label: 已完成 value: completed
- label: 已取消 value: cancelled
```yamlname: status
type: select
label: 状态
required: true
index: true
sort_no: 300
options:
- label: 草稿 value: draft
- label: 已提交 value: submitted
- label: 已批准 value: approved
- label: 已完成 value: completed
- label: 已取消 value: cancelled
```yamlobjects/orders/fields/total_amount.field.yml
objects/orders/fields/total_amount.field.yml
name: total_amount
type: currency
label: 总金额
scale: 2
readonly: true
group: Financial
sort_no: 400
**List view file:**
```yamlname: total_amount
type: currency
label: 总金额
scale: 2
readonly: true
group: Financial
sort_no: 400
**列表视图文件:**
```yamlobjects/orders/listviews/all.listview.yml
objects/orders/listviews/all.listview.yml
name: all
label: 所有订单
is_enable: true
shared: true
filter_scope: space
crud_mode: table
columns:
- field: order_number
- field: customer
- field: total_amount
- field: status
- field: created sort:
- field_name: created order: desc searchable_fields:
- field: order_number
- field: customer
**Permission file:**
```yamlname: all
label: 所有订单
is_enable: true
shared: true
filter_scope: space
crud_mode: table
columns:
- field: order_number
- field: customer
- field: total_amount
- field: status
- field: created sort:
- field_name: created order: desc searchable_fields:
- field: order_number
- field: customer
**权限文件:**
```yamlobjects/orders/permissions/user.permission.yml
objects/orders/permissions/user.permission.yml
name: orders.user
permission_set_id: user
allowCreate: true
allowRead: true
allowEdit: true
allowDelete: false
viewAllRecords: true
modifyAllRecords: false
**Button file:**
```yamlname: orders.user
permission_set_id: user
allowCreate: true
allowRead: true
allowEdit: true
allowDelete: false
viewAllRecords: true
modifyAllRecords: false
**按钮文件:**
```yamlobjects/orders/buttons/submit_order.button.yml
objects/orders/buttons/submit_order.button.yml
name: submit_order
label: 提交
type: amis_button
on: record_only
is_enable: true
visible: true
amis_schema: |-
{
"type": "button",
"label": "Submit",
"level": "primary",
"visibleOn": "${status == 'draft'}",
"onEvent": {
"click": {
"actions": [
{
"actionType": "ajax",
"api": {
"url": "/api/v1/orders/functions/submit_order",
"method": "post",
"requestAdaptor": "api.data = { id: api.body.recordId }",
"messages": { "success": "Order submitted" }
}
},
{ "actionType": "broadcast", "args": { "eventName": "steedos:record:reload" } }
]
}
}
}
undefinedname: submit_order
label: 提交
type: amis_button
on: record_only
is_enable: true
visible: true
amis_schema: |-
{
"type": "button",
"label": "Submit",
"level": "primary",
"visibleOn": "${status == 'draft'}",
"onEvent": {
"click": {
"actions": [
{
"actionType": "ajax",
"api": {
"url": "/api/v1/orders/functions/submit_order",
"method": "post",
"requestAdaptor": "api.data = { id: api.body.recordId }",
"messages": { "success": "Order submitted" }
}
},
{ "actionType": "broadcast", "args": { "eventName": "steedos:record:reload" } }
]
}
}
}
undefinedNaming Conventions | 命名规范
命名规范
yaml
undefinedyaml
undefinedObject names: lowercase, plural, underscores for multi-word
对象名称:小写、复数、多词用下划线分隔
name: customers # Good
name: sales_orders # Good
name: SalesOrders # Bad - no CamelCase
name: sales-orders # Bad - no hyphens
name: customers # 规范
name: sales_orders # 规范
name: SalesOrders # 不规范 - 请勿使用驼峰命名
name: sales-orders # 不规范 - 请勿使用连字符
Field names: lowercase, underscores
字段名称:小写、多词用下划线分隔
customer_name # Good
orderDate # Bad - no camelCase
undefinedcustomer_name # 规范
orderDate # 不规范 - 请勿使用驼峰命名
undefinedObject Relationships | 对象关系
对象关系
- lookup: One-to-many (no cascade delete)
- master_detail: Parent-child (cascade delete, child inherits sharing)
See the object-fields skill for detailed relationship field configuration.
- lookup:一对多关系(无级联删除)
- master_detail:父子关系(级联删除,子对象继承共享设置)
详细的关系字段配置请参考对象字段技能文档。
Icon Reference | 图标参考
图标参考
⚠️ CRITICAL: The value MUST be chosen from the valid icon list below. NEVER invent or guess icon names. If no icon matches the object's domain, use or as a safe default.
iconcustomrecordThe object property uses Salesforce Lightning Design System (SLDS) icons — the same icon set as the application property.
iconicon_slds对象的 属性使用 Salesforce Lightning Design System (SLDS) 图标——与应用的 属性使用相同的图标集。
iconicon_slds⚠️ 重要: 值必须从下方有效值列表中选取,严禁自行编造图标名称。如果没有匹配的图标,使用 或 作为默认值。
iconcustomrecord⚠️ 重要提示: 值必须从下方的有效图标列表中选择,严禁自行编造图标名称。如果没有匹配对象领域的图标,请使用 或 作为安全默认值。
iconcustomrecord对象的 属性使用Salesforce Lightning Design System (SLDS) 图标——与应用的 属性使用相同的图标集。
iconicon_sldsCommon Icons by Category | 常用图标分类
常用图标分类
| Category | Recommended Icons |
|---|---|
| CRM/Sales | |
| Contracts | |
| Projects | |
| HR/People | |
| Finance | |
| Content | |
| Products | |
| Orders | |
| Dashboard | |
| Admin | |
| Communication | |
| Approval | |
| Location | |
| Quality/Inspection 质检巡检 | |
| Equipment/Maintenance 设备维保 | |
| Service 服务 | |
| Generic | |
| 分类 | 推荐图标 |
|---|---|
| CRM/销售 | |
| 合同 | |
| 项目 | |
| HR/人事 | |
| 财务 | |
| 内容 | |
| 产品 | |
| 订单 | |
| 仪表盘 | |
| 管理 | |
| 沟通 | |
| 审批 | |
| 位置 | |
| 质量/质检巡检 | |
| 设备/维保 | |
| 服务 | |
| 通用 | |
Valid icon Values | 有效的 icon 值
有效图标值
⚠️ ONLY the values listed below are valid. Any value NOT in this list will cause a broken icon. When in doubt, use or .
customrecordThe following is the complete and exhaustive list of valid values (same as application ):
iconicon_slds以下是 的完整且唯一有效值列表(与应用的 相同),不在此列表中的值会导致图标无法显示:
iconicon_sldsA: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
accountaccount_infoaction_list_componentactions_and_buttonsactivation_targetactivationsaddressagent_homeagent_sessionaggregation_policyallannouncementanswer_bestanswer_privateanswer_publicapexapex_pluginappapprovalappsapps_adminarticleasset_actionasset_action_sourceasset_auditasset_downtime_periodasset_objectasset_relationshipasset_state_periodasset_warrantyassigned_resourceassignmentattachavataravatar_loadingB: , , , , , , , , , ,
botbot_trainingbranch_mergebrandbudgetbudget_allocationbundle_configbundle_policybusiness_hoursbuyer_accountbuyer_groupC: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
calculated_insightscalibrationcallcall_coachingcall_historycampaigncampaign_memberscancel_checkoutcanvascapacity_plancare_request_reviewercarouselcasecase_change_statuscase_commentcase_emailcase_log_a_callcase_milestonecase_transcriptcase_wrap_upcatalogcategorychange_requestchannel_program_historychannel_program_levelschannel_program_memberschannel_programschartcheckoutchoiceclientcmscoachingcode_playgroundcode_setcode_set_bundlecollectioncollection_variableconnected_appsconstantcontactcontact_listcontact_requestcontractcontract_line_itemcontract_paymentcoupon_codescurrencycurrency_inputcustomcustom_component_taskcustom_notificationcustomer_360customer_lifecycle_analyticscustomer_portal_userscustomersD: , , , , , , , , , , , , , , , , , , , , , ,
dashboarddashboard_componentdashboard_eadata_integration_hubdata_mappingdata_modeldata_streamsdatadotcomdatasetdate_inputdate_timedecisiondefaultdelegated_accountdevicediscountsdisplay_rich_textdisplay_textdocumentdocument_referencedraftsduration_downscaledynamic_record_choiceE: , , , , , , , , , , , , , , , , , , , , , , ,
educationeinstein_repliesemailemail_chatteremployeeemployee_assetemployee_contactemployee_jobemployee_job_positionemployee_organizationemptyendorsemententitlemententitlement_policyentitlement_processentitlement_templateentityentity_milestoneenvironment_hubeventeventsexpenseexpense_reportexpense_report_entryF: , , , , , , , , , , , , ,
feedfeedbackfield_salesfilefilterfilter_criteriafilter_criteria_rulefirst_non_emptyflowfolderforecastsformformulafulfillment_orderG: , , , , ,
generic_loadingglobal_constantgoalsgroup_loadinggroupsguidance_centerH: , , , , ,
hierarchyhigh_velocity_saleshistorical_adherenceholiday_operating_hourshomehouseholdI: , , , , , , , , ,
identifierimmunizationincidentindividualinsightsinstore_locationsinvestment_accountinvocable_actioniot_contextiot_orchestrationsJ: , , ,
javascript_buttonjob_familyjob_positionjob_profileK: , ,
kanbankey_datesknowledgeL: , , , , , , , , , , , , , ,
leadlead_insightslead_listletterheadlightning_componentlightning_usagelinklist_emaillive_chatlive_chat_visitorlocationlocation_permitlog_a_callloggingloopM: , , , , , , , , , , , , , , , , , ,
macrosmaintenance_assetmaintenance_planmaintenance_work_rulemarketing_actionsmed_rec_recommendationmed_rec_statement_recommendationmedicationmedication_dispensemedication_ingredientmedication_reconciliationmedication_statementmergemessaging_conversationmessaging_sessionmessaging_usermetricsmulti_picklistmulti_select_checkboxN: , , ,
network_contractnewsnotenumber_inputO: , , , , , , , , , ,
observation_componentomni_supervisoroperating_hoursopportunityopportunity_contact_roleopportunity_splitsorchestratororder_itemordersoutcomeoutputP: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
partner_fund_allocationpartner_fund_claimpartner_fund_requestpartner_marketing_budgetpartnerspasswordpast_chatpatient_medication_dosagepayment_gatewaypeopleperformanceperson_accountperson_languageperson_namephotopicklist_choicepicklist_typeplanogrampollportalportal_rolesportal_roles_and_subordinatespostpractitioner_roleprice_book_entriesprice_bookspricebookpricing_workspaceproblemprocedureprocedure_detailprocessprocess_exceptionproductproduct_consumedproduct_consumed_stateproduct_itemproduct_item_transactionproduct_quantity_rulesproduct_requestproduct_request_line_itemproduct_requiredproduct_service_campaignproduct_service_campaign_itemproduct_transferproduct_transfer_stateproduct_warranty_termproduct_workspaceproductspromotion_segmentspromotionspromotions_workspacepropagation_policypropositionQ: , , , , , , ,
qualificationsquestion_bestquestion_feedqueuequick_textquipquip_sheetquotesR: , , , , , , , , , , , , , , , , , , , , , , , ,
radio_buttonread_receiptsrecentreciperecordrecord_createrecord_deleterecord_lookuprecord_signature_taskrecord_updaterecycle_binrelated_listrelationshipreply_textreportreport_typeresource_absenceresource_capacityresource_preferenceresource_skillrestriction_policyreturn_orderreturn_order_line_itemrewardrtc_presenceS: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
sales_cadencesales_cadence_targetsales_channelsales_pathsales_valuesalesforce_cmsscan_cardschedule_objectivescheduling_constraintscheduling_policyscreensearchsectionsegmentsselling_modelserialized_productserialized_product_transactionservice_appointmentservice_appointment_capacity_usageservice_contractservice_crewservice_crew_memberservice_reportservice_requestservice_request_detailservice_resourceservice_territoryservice_territory_locationservice_territory_memberservice_territory_policysettingsshiftshift_patternshift_pattern_entryshift_preferenceshift_scheduling_operationshift_templateshift_typeshipmentskillskill_entityskill_requirementslackslidersmssnippetsnippetssobjectsobject_collectionsocialsolutionsortsort_policysossessionstagestage_collectionstepsstorestore_groupstorystrategysurveyswarm_requestswarm_sessionsystem_and_global_variableT: , , , , , , , , , , , , , , , , , , , , , ,
tableautasktask2team_membertemplatetexttext_templatetextareatextboxthanksthanks_loadingtimesheettimesheet_entrytimeslottodaytoggletopictopic2tourtour_checktrailheadtrailhead_alttravel_modeU: , , ,
unified_health_scoreunmatcheduseruser_roleV: , , , , , , ,
variablevariation_attribute_setupvariation_productsvideovisit_templatesvisitsvisualforce_pagevoice_callW: , , , , , , , , , , , , , , , , , ,
waitswarranty_termwebcartwork_capacity_limitwork_capacity_usagework_contractwork_forecastwork_orderwork_order_itemwork_planwork_plan_rulework_plan_templatework_plan_template_entrywork_queuework_stepwork_step_templatework_typework_type_groupworkforce_engagement⚠️ 仅以下列出的值有效。不在此列表中的任何值都会导致图标显示异常。如有疑问,请使用 或 。
customrecord以下是 的完整且唯一有效值列表(与应用的 相同):
iconicon_sldsA: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
accountaccount_infoaction_list_componentactions_and_buttonsactivation_targetactivationsaddressagent_homeagent_sessionaggregation_policyallannouncementanswer_bestanswer_privateanswer_publicapexapex_pluginappapprovalappsapps_adminarticleasset_actionasset_action_sourceasset_auditasset_downtime_periodasset_objectasset_relationshipasset_state_periodasset_warrantyassigned_resourceassignmentattachavataravatar_loadingB: , , , , , , , , , ,
botbot_trainingbranch_mergebrandbudgetbudget_allocationbundle_configbundle_policybusiness_hoursbuyer_accountbuyer_groupC: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
calculated_insightscalibrationcallcall_coachingcall_historycampaigncampaign_memberscancel_checkoutcanvascapacity_plancare_request_reviewercarouselcasecase_change_statuscase_commentcase_emailcase_log_a_callcase_milestonecase_transcriptcase_wrap_upcatalogcategorychange_requestchannel_program_historychannel_program_levelschannel_program_memberschannel_programschartcheckoutchoiceclientcmscoachingcode_playgroundcode_setcode_set_bundlecollectioncollection_variableconnected_appsconstantcontactcontact_listcontact_requestcontractcontract_line_itemcontract_paymentcoupon_codescurrencycurrency_inputcustomcustom_component_taskcustom_notificationcustomer_360customer_lifecycle_analyticscustomer_portal_userscustomersD: , , , , , , , , , , , , , , , , , , , , , ,
dashboarddashboard_componentdashboard_eadata_integration_hubdata_mappingdata_modeldata_streamsdatadotcomdatasetdate_inputdate_timedecisiondefaultdelegated_accountdevicediscountsdisplay_rich_textdisplay_textdocumentdocument_referencedraftsduration_downscaledynamic_record_choiceE: , , , , , , , , , , , , , , , , , , , , , , ,
educationeinstein_repliesemailemail_chatteremployeeemployee_assetemployee_contactemployee_jobemployee_job_positionemployee_organizationemptyendorsemententitlemententitlement_policyentitlement_processentitlement_templateentityentity_milestoneenvironment_hubeventeventsexpenseexpense_reportexpense_report_entryF: , , , , , , , , , , , , ,
feedfeedbackfield_salesfilefilterfilter_criteriafilter_criteria_rulefirst_non_emptyflowfolderforecastsformformulafulfillment_orderG: , , , , ,
generic_loadingglobal_constantgoalsgroup_loadinggroupsguidance_centerH: , , , , ,
hierarchyhigh_velocity_saleshistorical_adherenceholiday_operating_hourshomehouseholdI: , , , , , , , , ,
identifierimmunizationincidentindividualinsightsinstore_locationsinvestment_accountinvocable_actioniot_contextiot_orchestrationsJ: , , ,
javascript_buttonjob_familyjob_positionjob_profileK: , ,
kanbankey_datesknowledgeL: , , , , , , , , , , , , , ,
leadlead_insightslead_listletterheadlightning_componentlightning_usagelinklist_emaillive_chatlive_chat_visitorlocationlocation_permitlog_a_callloggingloopM: , , , , , , , , , , , , , , , , , ,
macrosmaintenance_assetmaintenance_planmaintenance_work_rulemarketing_actionsmed_rec_recommendationmed_rec_statement_recommendationmedicationmedication_dispensemedication_ingredientmedication_reconciliationmedication_statementmergemessaging_conversationmessaging_sessionmessaging_usermetricsmulti_picklistmulti_select_checkboxN: , , ,
network_contractnewsnotenumber_inputO: , , , , , , , , , ,
observation_componentomni_supervisoroperating_hoursopportunityopportunity_contact_roleopportunity_splitsorchestratororder_itemordersoutcomeoutputP: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
partner_fund_allocationpartner_fund_claimpartner_fund_requestpartner_marketing_budgetpartnerspasswordpast_chatpatient_medication_dosagepayment_gatewaypeopleperformanceperson_accountperson_languageperson_namephotopicklist_choicepicklist_typeplanogrampollportalportal_rolesportal_roles_and_subordinatespostpractitioner_roleprice_book_entriesprice_bookspricebookpricing_workspaceproblemprocedureprocedure_detailprocessprocess_exceptionproductproduct_consumedproduct_consumed_stateproduct_itemproduct_item_transactionproduct_quantity_rulesproduct_requestproduct_request_line_itemproduct_requiredproduct_service_campaignproduct_service_campaign_itemproduct_transferproduct_transfer_stateproduct_warranty_termproduct_workspaceproductspromotion_segmentspromotionspromotions_workspacepropagation_policypropositionQ: , , , , , , ,
qualificationsquestion_bestquestion_feedqueuequick_textquipquip_sheetquotesR: , , , , , , , , , , , , , , , , , , , , , , , ,
radio_buttonread_receiptsrecentreciperecordrecord_createrecord_deleterecord_lookuprecord_signature_taskrecord_updaterecycle_binrelated_listrelationshipreply_textreportreport_typeresource_absenceresource_capacityresource_preferenceresource_skillrestriction_policyreturn_orderreturn_order_line_itemrewardrtc_presenceS: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
sales_cadencesales_cadence_targetsales_channelsales_pathsales_valuesalesforce_cmsscan_cardschedule_objectivescheduling_constraintscheduling_policyscreensearchsectionsegmentsselling_modelserialized_productserialized_product_transactionservice_appointmentservice_appointment_capacity_usageservice_contractservice_crewservice_crew_memberservice_reportservice_requestservice_request_detailservice_resourceservice_territoryservice_territory_locationservice_territory_memberservice_territory_policysettingsshiftshift_patternshift_pattern_entryshift_preferenceshift_scheduling_operationshift_templateshift_typeshipmentskillskill_entityskill_requirementslackslidersmssnippetsnippetssobjectsobject_collectionsocialsolutionsortsort_policysossessionstagestage_collectionstepsstorestore_groupstorystrategysurveyswarm_requestswarm_sessionsystem_and_global_variableT: , , , , , , , , , , , , , , , , , , , , , ,
tableautasktask2team_membertemplatetexttext_templatetextareatextboxthanksthanks_loadingtimesheettimesheet_entrytimeslottodaytoggletopictopic2tourtour_checktrailheadtrailhead_alttravel_modeU: , , ,
unified_health_scoreunmatcheduseruser_roleV: , , , , , , ,
variablevariation_attribute_setupvariation_productsvideovisit_templatesvisitsvisualforce_pagevoice_callW: , , , , , , , , , , , , , , , , , ,
waitswarranty_termwebcartwork_capacity_limitwork_capacity_usagework_contractwork_forecastwork_orderwork_order_itemwork_planwork_plan_rulework_plan_templatework_plan_template_entrywork_queuework_stepwork_step_templatework_typework_type_groupworkforce_engagementUsage Examples | 使用示例
使用示例
yaml
undefinedyaml
undefinedCRM object
CRM对象
name: accounts
icon: account
name: accounts
icon: account
Order management
订单管理
name: orders
icon: orders
name: orders
icon: orders
HR object
HR对象
name: employees
icon: employee
name: employees
icon: employee
Approval process
审批流程
name: process_definition
icon: approval
name: process_definition
icon: approval
Custom settings
自定义设置
name: app_settings
icon: settings
undefinedname: app_settings
icon: settings
undefinedBest Practices | 最佳实践
最佳实践
- Always define a name field: Either a field named or a field with
name— without this, lookups and related lists show blank valuesis_name: true - Use separate files: Put fields, listviews, permissions, and buttons in their own files for better version control
- Label follows user's language: Write in the language of the user's prompt. For internationalization, use the translations skill
label - Add indexes: Set on frequently queried fields
index: true - Choose valid icons ONLY: The value MUST exist in the valid icon values list. Never invent icon names. Use
iconorcustomif no specific icon fits. Common mappings: 质检/检验→record, 巡检→observation_component, 设备→visits, 工单→maintenance_asset, 审批→work_orderapproval - Use field groups: Organize related fields into collapsible groups
- Name objects as plurals: ,
orders,customers(not singular)products
- 始终定义名称字段:要么定义名为 的字段,要么在其他字段上设置
name——如果没有名称字段,查找结果和相关列表将显示空白值is_name: true - 使用独立文件:将字段、列表视图、权限和按钮放在各自的文件中,便于版本控制
- 标签遵循用户语言:使用用户提示中的语言。如需国际化,请使用翻译技能
label - 添加索引:在频繁查询的字段上设置
index: true - 仅选择有效图标:值必须存在于【有效图标值】列表中,请勿自行编造图标名称。如果没有匹配的特定图标,请使用
icon或custom。常见映射:质检/检验→record, 巡检→observation_component, 设备→visits, 工单→maintenance_asset, 审批→work_orderapproval - 使用字段分组:将相关字段组织为可折叠分组
- 对象名称使用复数:例如 、
orders、customers(请勿使用单数)products