Documentation Index

Fetch the complete documentation index at: https://help.statisfy.com/llms.txt

Use this file to discover all available pages before exploring further.

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Object Manager

The Object Manager is your central hub for configuring Statisfy’s data model. Manage fields across all entity types, set up products and dimensions, configure CRM sync, and create custom objects.

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Accessing Object Manager

Navigate to Settings > Object Manager (app.statisfy.com/settings?tab=object-manager). You need admin permissions to access this page.

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Entity Tabs

The Object Manager is organized by entity type. Select a tab at the top to manage that entity:

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Field Categories

Within each entity tab (except Product and Custom Objects), fields are organized into collapsible sections. Each section shows a badge with the field count.

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Supported Field Types

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Creating a Custom Field

1. Select the entity tab (e.g., Accounts)
2. Click + Create Field in the top-right corner
3. Choose the field type
4. Configure the field name, description, and options
5. Click Save

The new field appears under the Statisfy Fields section.

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Editing a Field

Click the edit icon on any field to open the Edit Field dialog. The available options depend on the field type and whether it’s a standard, Statisfy, or CRM field.

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Options for Statisfy (Custom) Fields

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Options for CRM Fields

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Options for Opportunity and Projects/Tasks Fields

These entity types have additional field-level controls:

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Picklist and Pill Options

For picklist (dropdown) fields and pill (colored label) fields, the edit dialog includes an options editor where you can add, remove, and reorder the available choices. Pill options also support setting a custom color for each value.

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Formula Fields

Formula fields are special custom fields whose values are computed automatically from an expression you define. They are read-only — users cannot edit their values directly.

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Creating a Formula Field

1. Select an entity tab and click + Create Field
2. Choose a field type (Text, Number, Date, Boolean, Currency, etc.)
3. Check This is a formula field and click Save
4. The formula editor opens — select a formula type and configure it
5. Use Validate to check for errors, Preview to test against real records, then Save

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Available Relationships for Rollups

Rollup and cross-object formulas traverse relationships to access related data. The available relationships depend on the entity type:

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Editing a Formula Field

Formula fields show an Edit Formula link in the field edit dialog. Click it to open the dedicated formula editor where you can modify the expression, change the formula type, or update filters and aggregations.

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Deleting a Custom Field

1. Click the delete icon on the Statisfy field you want to remove
2. Confirm the deletion in the dialog

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CRM Sync Configuration

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Upstream Sync Toggle

For CRM field sections (Salesforce, HubSpot), an upstream sync checkbox appears in the section header. This controls whether fields are synced from your CRM into Statisfy for that entity type.

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Field Mapping

You can map fields between Statisfy and your CRM in two directions:

• Upstream CRM Field — On Statisfy custom fields, select which CRM field should populate this field (CRM → Statisfy)
• Downstream Statisfy Field — On CRM fields, select which Statisfy custom field this CRM field should populate (CRM → Statisfy)

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Projects/Tasks and Activity: Sub-Type Configuration

For Projects/Tasks and Activity entities, fields can be configured per sub-type (e.g., per task type or per activity type). This allows you to:

• Show or hide a field for specific task/activity types
• Make a field mandatory only for certain types
• Associate custom fields with specific sub-types

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Products & Dimensions

The Product tab has a dedicated interface for managing your product catalog and usage dimensions.

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Creating a Product

1. Go to the Product tab
2. Click + Create Product
3. Fill in the product details:

4. Click Save

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Editing a Product

Click the pencil icon on a product card to open the edit dialog and update its settings.

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Deleting a Product

To delete a product from the catalog:

1. Navigate to the Product tab in Object Manager
2. Click the delete icon on the product card

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Deleting Dimensions

To remove dimensions and all their associated data from a product:

1. Click Delete Dimensions on the product card
2. A warning dialog will appear — review it carefully, as this action removes both the dimensions and all associated usage data
3. Confirm to proceed

After deleting dimensions, the product’s delete button becomes enabled if you also want to remove the product itself.

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Clearing Dimension Data

To remove usage data for a product’s dimensions while keeping the dimensions themselves:

1. Click Clear Dimension Data on the product card
2. A warning dialog will appear — review it carefully, as this action removes all stored usage data for the product’s dimensions
3. Confirm to proceed

After clearing, the dimensions remain configured on the product but contain no associated data. New data can be imported again via CSV or integrations.

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Managing Dimensions

Dimensions are measurable attributes associated with a product (e.g., active users, storage used, API calls). Each product card shows its dimensions below the product details.

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Adding a Dimension

1. Click + Add Dimension on the product card
2. Enter the dimension name
3. Select the dimension type:

4. Configure display settings (see below)
5. Click Save

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Dimension Display Configuration

When creating or editing a dimension, you can configure how values are displayed:

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Reordering Dimensions

Drag and drop dimensions using the grip handle to change their display order on the product usage widget.

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Dimension Visibility

Toggle the eye icon on a dimension to show or hide it from the product usage widget without deleting it.

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Custom Objects

Custom objects let you create entirely new entity types beyond the standard ones. Creating a Custom Object:

1. Navigate to the Custom Objects tab
2. Click Create Custom Object
3. Define the object name and description
4. Add fields to capture relevant data
5. Save the custom object

Custom objects appear in the navigation and can be used in views, filters, and workflows.