Manage custom modules   

Add a module

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane and then click Create New Module.
   
4. Enter the singular and plural form of the module name in the respective text boxes.
   
5. Click Save.

Note

By default, all custom modules come with four standard fields: Record Name, Record Owner, Email, and Secondary Email. to customize your module further and create new fields, see Adding a New Field for more information.

Edit a module   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click the Modules option in the left pane.
   
4. Click Edit icon next to the module you'd like to modify.
   
5. Make the necessary changes and click Save.
   

Delete a module   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console..
3. Click Modules in the left pane of the Extension Details page.
   
4. Click the Delete icon next to the module you want to delete.
   
5. Click Ok.

Note

Any changes will only take effect after you re-publish your extension. (See Publishing your extension for more information.) Once you've republished it, new users who install your extension will automatically have the most recent version. Existing users will have to update the extension.

Manage custom fields   

Note

Although you can change the name of your custom fields, you cannot change field type (eg. Text, Integer, Date, etc.). For instance, if you create a text field, you cannot later convert it to an integer field.

Add a custom field   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane select the module you would like to add fields in.
4. Drag and drop the field type and enter the field's name. 
   Optionally, you can click Edit Properties to customize the field based on your requirements.
5. Click Save Layout.

Edit a custom field   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane select the module you would like to edit fields in.
4. Make any necessary changes to the fields you wish to edit.
   Optionally, you can click Edit Properties to customize the field based on your requirements
5. Click Save Layout.
   

Note

You can change the character length for Currency fields, Text fields, Integer fields, Decimal fields, Phone fields, Long Integer fields and URL fields. (See Overview of Field Types above for more information on Field Details.)

Delete a custom field   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane select the Module you would like to remove fields from.
4. Click Delete icon corresponding to the custom field you would like to remove.
   A confirmation pop-up will appear.
5. Read the instructions and then click OK to delete the field.
   
6. Click Save Layout.
   

Create a currency field   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane select the Module you would like to add a currency field to.
4. Drag and drop a Currency field from the Field Type list.
   
5. Fill in these details in the Field Details section:
   
1. Label: Choose a name for your custom field.
   
2. Section Name: Define where the field will be displayed.
   Length: Specify the maximum number of digits. 
3. Rounding option: Choose the rounding technique you prefer.
   
4. Precision: Choose the number of digits to which the output should be rounded off. ( This option appears for all rounding options except Normal).
   
5. Decimal Places: Set the number of decimal places you require.
   
6. Click Save.
   

Add pick list values    

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane select the Module you would like to add a pick list field to.
4. Drag and drop a Pick list field from the Field Type list.
   
5. Fill in the Field Details that are associated with pick lists. (See Overview of Field Types above for more information on Field Details.). 
   
6. Click Save.
   

Add multi-select pick list values   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane select the Module you would like to add a multi-select pick list field to.
4. Drag and drop a Multi-select Pick List field from the Field Type list.
   
5. Fill in the Field Details that are associated with multi-select pick lists. (See Overview of Field Types above for more information on Field Details). 
   
6. Click Save.
   
   

Create lookup field   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane select the Module you would like to add a lookup field to.
4. Drag and drop a Lookup field from the Field Type list.
   
5. In the Field Details section, fill in the following details:
1. Label: Enter a name for the lookup field.
   
2. Lookup Type: Select a module from the Lookup Type drop-down. This is the module with which the relationship will be established.
   
3. Related List Label: This is the name of the related list that will be available in the Record Details page of the Look up module.
6. Click Save.
   

Create auto number field   

1. Log in to Zoho Sigma console and click Extensions.
   
2. Hover over the extension you'd like to modify and click the Edit Extension icon.
   You will be navigated to the Zoho Developers console.
3. Click Modules in the left pane select the Module you would like to add a auto number field to.
4. Drag and drop an Auto Number field from the Field Type list.
   
5. In the Field Details section, do the following:
   
1. Label: Enter a name for the field. 
   
2. Section Name: Select the section from the drop-down list where the field will be displayed.
   
3. Enter the Prefix, Starting Number and the Suffix for the auto number value.
   
6. Click Save.