Working with Custom Modules
This guide will help you with:
- Add Custom Modules
- Edit Custom Modules
- Link Custom Modules With Other Modules
- Manage Modules
- Delete Custom Modules
Zoho Vertical Studio offers more than 10 standard modules for Sales, Marketing, Customer Support and Inventory management that will be available for your application. You can include all or some or none of these modules in your application at the time of creation based on your needs. These modules have predefined business logic, including page layout, reports, and workflow automation, which cannot be completely modified to accommodate your other business processes. Every business has a set of requirements that may not fit into these standard modules. You may require modules that are unique to your industry; that would cater to the needs of your organization, store data that is relevant to your business process and most importantly, be linked with the other standard modules in your account.
For example, if you are creating an application for real-estate industry, your subscribers would like to track not only leads, contacts and prospects but would also want to tightly link with properties, buildings, etc.
To address these unique business requirements, you can create your own modules. With the Custom Modules functionality in Zoho Vertical Studio, you can develop new modules using built-in tools that need no programming skills. These custom modules can seamlessly integrate with the standard modules and need not be stand-alone modules. What more, you can:
- Add fields and modify the page layout as per your needs.
- Use roles and profiles to define access controls for the custom modules and its fields.
- Create workflow rules to automate your business process.
- Build module relationship by linking custom module with standard modules.
Add Custom Modules
To add custom modules
- Log in to Zoho Developer Console and click Vertical Studio.
- Select the application in which the custom module has to be created.
- In the App Details page, click Modules in the left pane.
- In the Modules page, click Create New Module.
- Click the edit symbol [
] to enter the module name. -
Enter the singular and plural form of the module name in the respective text boxes and click Save.
- Add custom fields and sections (if necessary) and click Save Layout.
-
Select the profile(s) and click Save. Users in the selected profiles will have access to the custom module.
On creating the module, Record Name, Record Owner, Currency, Exchange Rate, Last Activity time, Email and Secondary Email fields will be automatically added. You can further create fields for the custom module and customize the page layout. See Also Add Custom Fields .
Edit Custom Modules
To edit custom modules
- In the App Details page, click Modules.
- In the List of Modules page, hover over the module that has to be edited and click Edit icon.
- In the Edit Module page, make the necessary changes and click Save.
Link Custom Modules With Other Modules
By linking a custom module with a standard or another custom module, you can build module relationship and help your customers connect their data easily. This is very useful in creating a variety of reports based on the data in your custom module. This cross module linking can be done using Lookup Fields. Similarly, you can also link standard modules with custom modules by creating a lookup field in the standard module.
To create lookup field in custom module and link it to another module
- Log in to Zoho Developer Console and click Vertical Studio.
- Select the application in which the field has to be added.
- In the App Details page, click Modules in the left pane.
- In the Modules page, click the name of the module you want to link with other module.
- Drag and drop a Lookup field from the New Fields panel.
- In the Lookup Properties pop-up, enter the following details:
- Enter the name of the lookup field in the Field Label text box.
- Select a module from the Field Label in Related Module drop-down. In the field, data from the module selected here, will be listed. (Eg. Contacts. The lookup field will list all the contacts)
-
Enter the Related List Title.
A related list will be created for the records in the Contacts module.
Manage Modules
- Log in to Zoho Developer Console and click Vertical Studio
- Select the application you want to edit.
- In the App Details page, click Modules.
- In the Modules page, click Organize Modules.
- Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
-
Click Save.
Note
- The Home tab cannot be hidden.
- Irrespective of the profiles, hidden modules are not displayed to any user.
Delete Custom Modules
When there is a need to delete a custom modules make sure that it is not linked to another module. Before deleting make sure you have checked the following:
- The module is not liked with any other custom or standard modules.
- Workflow rules that are configured for the custom module are deleted.
To delete custom modules
- In the App Details page, click Modules.
- In the List of Modules page, hover over the module that has to be edited and click Edit icon.
- In the Edit Module page, make the necessary changes and click Save.
Make sure to read the instructions in the pop-up box and then click Yes, Delete now to delete the module.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Standard Modules and Fields
Vertical Studio provides you with a few standard modules that you can readily use. These predefined modules come with a set of default fields and layout. When you create a new application from your Developer account, you can select the standard ...Custom Links and Buttons
Custom Links and Buttons are powerful customization features provided by Zoho Vertical Studio that allow developers to enhance the functionality and user experience of your application. Both these features allow you to add functionalities tailored to ...Modules in Vertical Studio - An Introduction
Modules in Vertical Studio let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules are represented in the form of tabs such as Leads, Contacts, Deals, Tasks etc. Data ...Layouts
Layouts in Zoho Vertical Studio are versatile interfaces that help businesses to structure their data to fit specific requirements. The key advantage of using layouts is that you can streamline the data management by ensuring that users interact only ...Layout Rules
Layout rules offer a powerful way to dynamically change the behavior of fields, sections and subforms in real-time based on the values provided by the user. This helps in streamlining the data entry and enhance user experience by ensuring only ...
New to Zoho LandingPage?
Zoho LandingPage Resources