Modules
Fields
Fields are the data entry points in a module. Each field stores a specific piece of information about a record, such as a price, a date, or a status value. When you create a module in Vertical Studio, the system adds a few default set of fields, ...
Module Lifecycle
The module lifecycle covers creating a module, publishing it as part of an application version, updating its configuration, changing its display name or visibility, and managing changes for subscriber organizations. A module cannot be deleted if it ...
Module Visibility
Module Visibility is a developer-side setting in the Developer Console. It controls where custom modules appear in your subscriber organizations with granular control across 13 locations: the Modules list, Web UI tabs, Tab Menu, Lookup Module ...
Custom Buttons
Custom buttons are interactive elements that trigger specific actions within your application. Buttons can execute custom functions, invoke URLs, display widgets, or open web tabs. Custom buttons can be placed on record detail pages, list views, edit ...
Validation Rules
Validation Rules in Zoho Vertical Studio allow you to enforce data accuracy and consistency by defining conditions that must be satisfied before a record can be saved. They help prevent invalid, incomplete, or inconsistent data from entering the ...
Field of Lookup
The Field of Lookup feature in Zoho Vertical Studio helps enrich the primary module with contextual data from the associated module of a lookup field. You can select the necessary fields from the associated module and either map them to existing ...
Email Parser — Data Extraction from Emails
What is an email parser? An email parser analyzes incoming emails to extract data that is then used to automate the process of adding records to your application. The email parser will extract the leads' information and upload it directly to your ...
Layout Rules
Layout rules let you change what users see on a record page based on the value they select in an earlier field. For example, if a user selects Vehicle Sales in a Deal Type field, you can show fields related to delivery and pricing. If the user ...
Layouts
Layouts define how fields, sections, and record details appear in a module. You use them to support multiple processes inside one module without duplicating module structure. Each layout can hold a different field setup, different section structure, ...
Related List
Related lists display information associated with a record within its detail page. Users can access them from the left panel in the record detail page to view related records, function-based results, or widget-based content connected to the selected ...
Search Layout
The Search Layout allows you to configure the fields of records displayed in search results when subscribers perform a global search in your application. This provides a more contextual and streamlined view of relevant data across modules, enhancing ...
Working with Custom Modules
Custom modules are modules you build in Vertical Studio to address business requirements that pre-built modules cannot cover. While Vertical Studio includes 10+ pre-built modules for Sales, Marketing, Customer Support, and Inventory management, ...
Modules - Business Data Containers
Modules are the core building blocks used to model business data in a Vertical Studio application. Developers use modules to define what data is stored and how users work with that data in subscriber organizations. Each module represents a business ...
Pre-built Modules and Fields
Vertical Studio provides you with a set of pre-built modules that you can readily use. These pre-built modules come with a set of default fields and layout. When you create a new application from your Developer Console, you can select the pre-built ...
Managing List Views
List views group module records using selected fields and filter criteria so users can focus on relevant data. They help subscribers work faster by showing only the records needed for a specific task, such as follow-up records, region-specific ...
Web Tabs
Web Tabs in Vertical Studio enables you to embed contents such as third-party web applications or web pages in your application in the form of module(s). This helps you to offer additional functionalities and resources into the application without ...
Tab Group
Tab groups help you to efficiently group modules, which enables better organization and management of the modules delivered to the subscriber organizations. It is particularly useful when the application is built for businesses with multiple teams or ...
Custom Links
Custom links extend your application's functionality by connecting users to external services and resources with a single click. When users interact with records in your application, custom links provide quick access to complementary tools, ...
Subforms
Subforms help you to include additional data tables within a primary module record in your vertical application. They are used to manage and display multiple related data entries associated with a single record, providing a structured way to organize ...