Storing metadata about objects within the Lockstep Platform
The Lockstep Platform provides mechanism for storing extensible metadata about objects. This metadata allows you to tag records in the Lockstep Platform with extra fields, comments, and attachments. Read on for how to use these extensibility features.
Types of Extensibility
Lockstep provides three key types of extensible data objects: Attachments, Custom Fields, and Notes.
|Metadata Type||Data Type||Example Data|
|AttachmentModel||File storage||A PDF of an invoice|
|CustomFieldValueModel||Typed metadata storage: strings, numeric, dates, or JSON objects||A "Credit Score" field for a customer|
|NoteModel||Freeform human-readable text intended for user review||A comment: "Alice called this customer and verified their address on June 3rd."|
Linking metadata to an object
To attach metadata to an object, Lockstep uses
TableKey value identifies the kind of data that is being extended, and the
ObjectKey value identifies which data object is being extended. For example, when we link a note to a company, we set the
TableKey to 'Company' and the
ObjectKey to the CompanyId value of the company.
This table explains how to extend common data models:
|Type of data to extend||TableKey||ObjectKey|
Attachments represent files linked to an object. An example would be a PDF file for an invoice, or a reseller certificate for a company.
To store custom metadata on an object, you create a CustomField. Once the Definition exists, you can then create Custom Field Values and attach them to objects. For example, if your app tracks an object and needs to know the last time the object was checked, you can create a Custom Field Definition called "LastTrackingStatus". You can then create a Custom Field Value attached to the object you have tracked.
Your software can add Notes to each object. These notes can be viewed by users on Lockstep Inbox. A note is a comment that can include markdown.
Updated about 1 year ago