Creating a record of a user defined custom module

Creating a record of a user defined custom module

Unlike the default custom modules available in the application, user-defined custom modules will not appear in the navigation pane of the end application by default. To make these modules accessible, you must first add them to the navigation page.

This can be done by creating a new navigation menu and associating it with your profile or the profile of the required user. Once this step is completed, the user-defined custom module will be available in the left pane, allowing you to create records from it.
To create a new navigation menu and associate it to a profile,
  1. Access the Developer Application.
  2. Select the Visualize tab on the top.



  3. Select Navigation Menu in the left pane.



  4. Click Add Navigation Menu.



  5. Provide a name for the menu in the Title filed. For this illustration, the name Custom Module Included is provided.
  6. Select a default menu to clone. For this illustration, the Default Administrator is selected.
  7. Select the profile associated to the required user in the Menu Permission. For this illustration, Administrator profile is selected as it is the profile associated with the current user. You need to select the profile associated with your user account to be able to create a record of the custom module.



  8. Click Create. A new navigation menu with the given name will be added in the left pane.
  9. Select the newly added navigation menu. For this illustration, Custom Module Included is selected.



  10. Click Add Menu Item.
  11. Select a Menu Icon, provide a name for the custom module to be displayed in the end application, and select the required custom module. For this illustration, the name Inspection is given, and the module Inspection is selected.
  12. Select the All Inspection in the custom view and click Add.


A new menu item with the given name will be added at the bottom.



With the custom module now added to the newly created navigation menu, it is necessary to update the navigation menu settings in the associated user's profile. This change ensures that the user can access the custom module from their navigation pane in the end application.

To change the navigation menu of a profile,
  1. Select Profile profile in the left pane. Make sure you are in the Visualize section of the developer application.



  2. Hover over the profile (Menu Permission) to which the newly created navigation menu was associated to. For this illustration, Administrator is selected.



  3. Click the ellipsis icon that appears.



  4. Select Edit Profile from the drop-down list.



  5. Click the Navigation Menu field and select the newly created navigation menu. For this illustration, Custom Module Included is selected.



  6. Click Save.


The newly created navigation menu is now assigned for the profile. All users associated with profile will now be able to see the Inspection module in the left navigation pane. 

With the new navigation menu enabled for the user, you can create a record of the user defined custom module in the end application

To create a record in the end application,
  1. Access the End Application. Click Refresh in the banner if it appears when you access the end application; only then will the new navigation menu be updated in the navigation pane.



  2. Click on the user defined custom module in the left pane. For this illustration, Inspection is selected.



    Note: If the custom module is not visible, click on More > User Defined Custom Module.

  3. Click the Add Inspection button.



  4. Provide the required details in the appropriate fields and click Add.


A new record will be added to the application. You can link it to the required device, asset, or location by adding a lookup field for the user defined custom module in the corresponding model.