Adding Objects to a Template

Overview

This article explains how to add a related object to your root object in the Template designer. Objects are related to each other in a parent-child relationship. Review the section on object connections in the following article to learn more about the object relationships.

• Object Connections

After adding objects to a template, see the following article to learn how to add fields to objects.

• Adding Fields to Objects

Objects can be added to any object, not just the root, allowing for customizable templates to meet specific migration requirements.

Perserving Relationships

To preserve the link between parent and child records during migration, migrated child records must include the Relationship Field that connects them to their parent. This applies to both Master-Detail and Lookup relationships. To learn more about this, see the following article.

• Perserving Object Relationships

Add Child and Parent Objects

Adjusting Template Canvas

To ensure the items you are working with fit on your display, you may need to adjust the canvas view. Here's how you can manipulate the canvas:

• Zoom In and Out: Adjust your view by using the mouse scroll wheel or by pinching in or out on your trackpad to change the zoom level.

• Pan Across the Canvas: Click and hold the canvas, then drag in any direction to move your view around and explore different areas.

Experiment with these tools to optimize your workspace and view all necessary items comfortably.

1

Select Template

1. Click Templates from the left sidebar menu.

2. Click the template to add objects to.

   

2

Add Child Objects

1. Hover the cursor over the object to add a child object to.

2. Click the + icon below the object to display the child object selector.

   
3. Search or scroll to find the child object to add.

   
4. Click the object to add.

   
5. Once added, the child object will appear on the canvas with a line connecting the parent object's bottom to the child object's left side.

   
6. Repeat this process to add as many child objects as you need.

   

3

Add Parent Objects

1. Hover the cursor over the object to add a parent object to.

2. Click the + icon above the object to display the parent object selector.

   
3. Search or scroll to find the parent object to add.

   
4. Click the object to add.

   
5. Once added, the parent object will appear on the canvas with a line connecting the child object's right side to the parent object's top.

   
6. Repeat this process to add as many parent objects as you need.

4

Save Changes

Once you are done adding objects to the template:

1. Click Save template to save your changes.