Custom Module in Zoho Desk iOS
A module is a structured component that organizes a specific set of data into distinct categories. In Zoho Desk, there are two types of modules:
- Standard Module
- Custom Module
A standard module is a built-in component for some of the most commonly used records, such as tickets, contacts, accounts, products, activities, and more. A custom module, on the other hand, is a user-defined module that allows businesses to create structures unique to their specific business needs, beyond the standard modules. Custom modules can even replace standard modules and manage the entire ticketing process. It enables users to store and manage additional information relevant to their business.
For example, in order to handle their tour package data, a travel agency might need to create a custom module with all the package details as records to improve the efficiency of their process. This setup allows agents to easily check which tickets are associated with a particular package, even when they’re away from their desk, using their mobile device.
Viewing custom modules in iOS
In the Zoho Desk iOS app, users can perform the following actions:
- View custom modules and records
- View lookup module
- Access related subtab
- Associate or Dissociate records in related module
Note: Custom modules can only be created in the web app by users who have an administrative profile with Manage Customization permission.
To view custom modules and records
- Open Zoho Desk iOS app.
- Tap the More icon (
) to see all standard and custom modules. Custom Modules are denoted by
icon before the name.
- Tap on the desired custom module to view its records.
Info: Once a custom module is created in Zoho Desk web, refresh the portal on your mobile device to view the newly added modules.
To refresh the portal, open the Zoho Desk app > Settings > Refresh Portal Metadata.
Viewing lookup modules
Lookup modules are linked to another module through a lookup field. These fields help users easily fetch records from the linked module, making data access and management simple.
For example, in a travel agency, user can link the Tour Packages custom module to the Tickets layout using lookup fields. This makes it easy for the user to select the relevant tour package from the module when creating a ticket.
To view lookup module
- Open Zoho Desk iOS app.
- Open the ticket that contains the lookup field.
- Tap the drop-down menu (
).
- Select the lookup module from the list.
You can view the record linked to the ticket, allowing you to access detailed information.
Accessing the related Subtabs
Related subtabs are a section within a module that was created due to the lookup field relationship between two modules. When you link a module to another using a lookup field, a related subtab is created to show all associated records.
For example, if you link the Tour Packages custom module to the Tickets module using a lookup field, a related subtab will appear in the Tour Packages module. This subtab lets you view all tickets associated with each specific tour packages.
To access related subtab
- Open Zoho Desk iOS app.
- Tap the More icon (
).
- Select the custom module that contains the related subtab you want to view.
- Choose the specific record within that module.
- The Related Subtab section will be displayed, showing all records from the linked module that are associated with the selected record.
Associating and Dissociating Records
Within a related subtab of a custom module, users can either associate (add) or dissociate (remove) records.
To associate or dissociate records
- Open Zoho Desk iOS app.
- Tap on the More icon (
).
- Select the custom module that contains the related subtab you want to associate or dissociate record.
- Choose the specific record within that module.
- Tap the related subtab name.
- To associate records:
a. Tap Associate Tickets button at the bottom.
b. Select the records you want to add.
c. Tap Associate in the top-right corner. - To dissociate records:
a. Tap the three dots ()next to the record.
b. Select Dissociate.
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