Benefits

1. Customize the solution to any industry-specific use case.
   
2. Capture accurate data.
   
3. Offers scalability.
   
4. Reduce dependency on external tools.
   
5. Better visibility of data. 

Create a Custom Module

1. Click  in the upper- right corner of the top navigation bar.
2. Navigate to Customization > Modules and Tabs.
   
3. Click Create.
   
4. Click New under Create Module.
   
5. Enter the Module Name and the Plural name to be displayed.
   
6. Select Organization or Project module based on your preference.
   
1. Organization Module: The data added to this module will be stored commonly across all the projects.
   
2. Project Module: The data added to this module will be stored for specific projects individually.
   
7. Enable the toggle if you want to display the project module in the Global Overview section.
   
8. Select the projects where you want to associate this module.
   
9. Click Next to configure the module layout.
   
10. Drag and drop the +Add Section component from the left tray to the layout editor.
    
11. Hover over the section name and rename it based on your preference.
    
12. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
    
13. Set a Default Value if necessary.
    
14. Select Mandatory checkbox if you want the field to be filled compulsorily.
    
15. Select Insert Tooltip checkbox if you want to set tooltip information for the field.
    
16. Click the Permissions tab to configure the module and field-level permissions, if required.
    
    
    

To create Organization Module, click    beside the overview and add necessary details.

Edit Custom Module

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Customization > Modules and Tabs.
   
3. Hover over a module and click   to view options.
   
4. Click Edit.
   
5. Modify module information.
   
6. Click Save.
   

In the Module and Tabs list view, toggle the ON/OFF switch to enable/disable the module.

Edit Custom Module Layout

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Customization > Modules and Tabs.
   
3. Click any module name or Click  to view the context menu and select Layouts and Fields. 
   
4. Make the required changes by dragging and dropping a section or a field from the left tray to the layout editor.
   
1. To create additional layouts for the module, click  in the upper-left corner of the page. 
   
2. Click Create Layout. 
   
3. Navigate to the Fields tab to update existing module fields. 
   
5. Click the Permissions tab to configure the module and field-level permissions, if required.
   
   
   

Trash Custom Module

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Customization > Modules and Tabs.
   
3. Hover over a module and click   to view the context menu.
   
4. Click Trash.
   
5. Confirm your action.
   

Restore Custom Module

Create a Record

1. Navigate to a custom module in the left navigation panel.
   
2. Click the Create button.
   
3. Enter the name and other necessary details.
   
4. Click Add.
   
   
   

Edit a Record

1. Navigate to a custom module in the left navigation panel.
   
2. Hover over a module,
   
3. Click on any field corresponding to the record to update the record or click on the record to open the details page to update records.
   

Trash a Record

1. Navigate to a custom module in the left navigation panel.
   
2. Hover over a record and click   to view the context menu.
   
3. Click Trash.
   
4. Confirm your action.
   

Automate Custom Modules

Workflow Rules

Learn how to create a workflow rule.

Email Alert and Templates

Webhooks

Custom Function

Create Custom Views

1. Navigate to a custom module in the left navigation panel.
   
2. Click on the Predefined Views drop-down, scroll down and then click + Create Custom View.
3. Select + Create Custom View.
   
4. Select the criteria for your view.
   
5. Click  to add a criteria and click  to add a group.
   
1. Click   to delete the criteria.
   
2. Click  to delete the group.
   
6. Operators can be used individually or in combination in order to set multiple criteria. There are two types of operators:
   
1. AND is used when it is mandatory to satisfy all the criteria.
   
2. OR is used to satisfy an either-or condition.
   
7. Enter the Custom View Name.
   
8. Enter the Description and enable the custom view column if necessary.
   
9. Select the Accessibility and click Save.
   
   
   

These custom views can be marked favorite by clicking the  icon.

Sandbox for Custom Module

Create Sandbox

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Sandbox and click Create New Sandbox.
   
3. Enter a name for the sandbox and add a description for the sandbox if needed.
   
4. Access URL will be automatically populated based on the sandbox name. You can modify it if needed.
   
5. Select the users to be added to the Sandbox portal. Once added, an email invitation will be sent to the users, along with the sandbox URL for easy access.
   
6. Click Create.
   
7. Wait a few minutes for your Sandbox portal to be created. Once the portal is ready, click Go to Sandbox on the prompted screen.
   

You will be redirected to the Sandbox portal, which resembles your production portal.

1. Click  in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Modules and Tabs.
   
3. Click Create Module.
   
4. Enter the Module Name and the Plural name to be displayed.
   
5. Select Organization or Project module based on your preference.
   
1. Organization Module: The data added to this module will be stored commonly across all the projects.
   
2. Project Module: The data added to this module will be stored for a specific project individually.
   
6. Click Next to configure the module layout.
   
7. Drag and drop the +Add Section component from the left tray to the layout editor.
   
8. Hover over the section name and rename it based on your preference.
   
9. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
   
10. Set a Default Value if necessary.
    
11. Select Mandatory checkbox if you want the field to be filled compulsorily.
    
12. Select Insert Tooltip checkbox if you want to set tooltip information for the field.
    
13. Configure the module Permissions at the top beside Layout Configuration, if required.
    

Portal Owners and Admins are added to the Sandbox portal by default.

Deploy Sandbox

1. Navigate to the Sandbox portal.
   
2. Click  in the upper-right corner of the top navigation bar.
   
3. Navigate to Sandbox > Sandbox Changes.
   
4. Click Deploy Changes.
   
1. You will be redirected to the production portal.
   
5. Click the Sandbox name to open its details page.
   
6. Under the Changesets section, view the changes ready for deployment.
   
7. Select the changes to deploy and click Deploy Changes to Production.
   
8. In the deployment prompt:
   
1. Check for conflicts, if any.
   
2. If no conflicts are found, click Proceed.
   
9. The changes will be deployed to production.