Create Custom Module  

1. Click the gear icon at the top-right corner. The Settings window will appear.
   
2. Select Modules under Customization.
   
3. Click the dropdown beside Create at the top-right corner.
   
4. Select Module.
   
5. Enter the Module Name.
   
6. Enter the Record Name. (This name is the name of the data added to the module. For ex. If you're creating a custom module to manage Legal documents, you can call each record in it as legal document)
   
7. Enter a module description.
   
8. Select if the custom module should be a Global module or Project module.
   
1. Global module: When you select Global module, this custom module will act as a common module and can be accessed by any workspace user.
   
2. Project module: When you select Project module and select specific projects, this module will only be accessible from within the respective projects. 
9. Select the checkbox if you want to move the custom module records to another project when deleting the associated project. Or leave the checkbox unselected to delete the records along with the project.
   
10. Click Create.
    

1. Navigate to a project.
   
2. Click the more tabs icon.
   
3. Click Create Module.
   
4. Fill in the required details and click Create.
   

Customize module layout  

Create module with AI 

1. Enter a description in the Module Description field.
   
2. Click the green tick mark.
   Once done, fields and sections will be suggested by AI.
3. Click the checkbox beside each field or section.
   
4. Click the Add to Layout button.
   
5. Click Save. 
   

 Note: If you have just saved the layout, the module will not be displayed to other users until it is published. 

Publish module

1. Click the gear icon at the top-right corner. The Settings window will appear.
   
2. Select Modules under Customization.
   A list of all modules can be viewed here.  
3. Hover over the module that needs to be published and click the Publish button.  
   

1. Click the gear icon at the top-right corner. The settings window will appear.
   
2. Select Modules under Customization. The modules listing window will appear.
   
3. Click the Custom Modules header.
   A list of all the custom modules created in the workspace will appear.
4. Hover over the required module and click Set Permission. taz
   
   
5. Select the Entity Level Permission tab in View by to update entity level permissions.
   
6. Select the Field Level Permission tab in View by to update field level permissions.
   
7. Select the respective profile from the Profile Name dropdown.
   
8. Change the permissions as per your requirement.
   
9. Click Update.  
   

Update custom module 

1. Click the gear icon at the top-right corner. The Settings window will appear.
   
2. Select Modules under Customization.
   
3. Click Custom Modules to view the list of all the custom modules in the workspace.
   
4. Hover over the required custom module and click the Edit option. 
   
   
5. Update the required information.
   
6. Click Update.
   

Note:  

 When you update the custom module, you wont be able to convert a project module to a global module or vice versa. 

 Option to enable 'Move records to another project while deleting the current project' is restricted.  

Enable or Disable Custom Modules  

1. Click the gear icon at the top-right corner. The settings window will appear.
   
2. Select Modules under Customization. The modules listing window will appear.
   
3. Click the Custom Modules header.
   A list of all the custom modules created in the workspace will appear.
4.  Click the toggle switch to enable or disable custom modules.
   
5. Click Enable or Disable to confirm your action. 
   

Delete custom module 

1. Click the gear icon at the top-right corner. The Settings window will appear.
   
2. Select Modules under Customization.
   
3. Click Custom Modules to view the list of all the custom modules in the workspace.
   
4. Hover over the required custom module and click the Delete option.
   
   
5. Click Move to move the custom module to the recycle bin.
   

Note: This module will be available in recycle bin for the next 15 days after which it will be deleted permanently.

Recycle Bin  

Note: Moving of records from a project to another depends on the visibility set for the custom module. You will be able to move the records to another project only when the same custom module is available in the other project.