Custom Objects
Define structured record types for any business data and manage them natively inside Atomicwork.
Custom objects let you model the data your organization actually works with. Instead of forcing business records into tickets or maintaining spreadsheets outside the system, you define a schema and manage those records directly inside Atomicwork — with relationships to your people and assets, workflow automation, and access for AI agents.
How It Works
The model has two parts:
Object types are the blueprints — you define the fields, layout, and identity of a category of records. A "Contract" type, a "Vendor" type, a "Client" type. You build these once in Settings.
Records are the instances — every Contract, Vendor, or Client your team creates. Each record gets an auto-incremented display ID based on a prefix you set on the type (CON-1, VEN-42, CLT-7).
What You Can Do With Them
- Capture any structured data — text, numbers, dates, dropdowns, attachments, and relationships to people, assets, and other custom objects
- Link records together — a Contract can reference its Vendor; a Project can reference its Client. Relationships are live, not copied text.
- Automate on record events — run workflows when a record is created, when a field changes, or on a recurring schedule
- Give your team a directory — searchable, filterable lists with saved views for different audiences (account managers, procurement, leadership)
- Ask Atom — once records exist, AI agents can query and surface custom object data in conversation
- Find records anywhere — custom object records are indexed and searchable through Global Spotlight search
- Reference them from assets and requests — add a custom object as a relationship field on an asset or a request form, for example linking an application asset to its Software Contract record
Key Concepts
Every custom object includes a display_name field. This is the label that appears whenever a record is referenced elsewhere in the platform — in a request dropdown, a relationship field, or a search result.
Display ID prefix — a short code you set on the object type that prefixes every record's ID. Use something recognizable: CON for contracts, VEN for vendors, CLT for clients.
Scope — Global types are available across the whole organization. Workspace types appear only in the workspaces they're tagged to, and a type tagged to several workspaces shares its schema and records across them. You can extend a workspace type to more workspaces or promote it to organization scope later, depending on your admin rights.
Sections — fields on a record form can be organized into named groups. Useful once a type has more than 6–8 fields.
Draft vs. Published — object types start as drafts. Build out the schema, then publish. Once published, records can be created and automations can run.
Common use cases
- Approval delegations — track when employees are on leave and automatically route their pending approvals to a designated manager.
- Software license tracking — monitor total purchased versus utilized licenses by connecting custom objects to third-party APIs through workflows.
Where to Go Next
Set up the name, display ID, scope, and sections for a new object type.
All field types, relationship configuration, and form layout.
Trigger automations on record creation, field changes, or a schedule.
When to add a field to an existing record vs. building a new type.
