API Name and API Plural Name should be in lowercase and cannot contain spaces. You can use the underscore (_) between letters, however, it cannot be used as the first or last character. Once saved, the API Name and API Plural Name cannot be edited.  

Step 2: Form Customization  

Under the Form Customizer tab, you can create custom forms that are used to collect information to create or edit records of the custom module. By default, an untitled single-column section with Title and Description fields will be available. You can customize the form with new fields as sections as described below:

Add Field  

To add a new field, click Add New Field  on the left pane, and drag a field type from the left pane to your preferred section on the right. Depending on the field type, configure the field properties such as name, default, value, API field name, description, help text, field length, value type (numerical) restriction, mark a field as mandatory, make a field unique and/or primary, and configure values (for the radio button, pick list, multi select, and check box fields). Also, add customizations such as font type, font weight, font color, and background color.  

 

• To edit field properties and customization, double-click the field or hover over the field and click Edit.

• To delete a field, hover over the field, click Delete, and confirm your action.
  

All custom modules of the web tab type will also have Created By and Created Time as default fields. 

Add Section  

To add a new section, click Add New Field  on the left pane, and drag a section type from the left pane to your preferred location on the right. Configure the section properties such as name and help text. Add customization to Section and Label. For the Section, you can customize the font type, font weight, font size, font color, and background color. For the Label, you can customize label placement, font size, font weight, font color, and background color.     
 

  

• To edit section properties and customization, hover over the section name and click Edit.

• To delete a section, hover over the section, click Delete, and confirm your action.
  

Step 3:  Configurations  

Under the Configurations tab, you can configure the following:

For Web Tab type custom modules, you can configure criteria-based permissions for the custom module records and/or the associated records. You can also configure permissions for the operations (add, edit, delete, view) independently or on the whole.

Note: When you choose Type as Configuration, you will not find configurations tab under New Custom Module.

To configure permissions,

1. Choose whether to apply the permissions to all records or only associated records using the respective radio buttons. The All Records option allows you to configure permissions for users for all records. The Associated Records option allows you to configure permissions for users for records created by themselves. Note that granular configuration is not available when the All Records option is configured.

2. Configure criteria for all operations on the whole or independently:

1. To configure criteria for all operations, under All operations (Add, Edit, Delete, View), select the column, criteria, and appropriate value. To include additional criteria, click Add ,  and configure the criteria. When multiple criteria are configured, you can choose to apply all of them or some of them using the logical AND or OR operators selected. You can customize the ordering by moving the criteria using the grab handle on the left.

2. To configure criteria independently for each operation, use the criteria configuration fields under the respective operations. Under Add, Edit, Delete, or View, select the column, criteria, and appropriate value. To include additional criteria, click Add , and configure the criteria. When multiple criteria are configured, you can choose to apply all of them or some of them using the logical AND or OR operators selected. You can customize the ordering by moving the criteria using the grab handle on the left.
   

Note: The below configuration will be applicable only for Organization Account. 

 

• Finally, click Save.

Accessing Custom Module   

You can access the Web Tab type custom module by clicking the module name (Display Plural Name) on the navigation bar. For example, if you have created a custom module with Bookings as its Display Plural Name, then Bookings will appear on the navigation bar. You can manage your records from the list view page. To learn more about managing records in web tab type custom modules, click here.

To access the Configuration type custom module, go to Admin > Customization > Custom Configurations, and go to the preferred tab by clicking the configuration name (Display Name) For example, if you have created a custom module with Booking Property as its Display Name, then Booking Property will appear as a tab. You can manage your configurations from the list view page. To learn more about managing configurations in the configuration type custom modules, click here. 

 

Manage Custom Modules   

You can manage custom modules from the custom module list view. To access the list view, go to Admin > Developer Space > Custom Modules (Old UI: Admin General Settings > Custom Modules).

• To edit a custom module, click the display name of the module or click Actions and select Edit, make the necessary actions, and click Save. Note that API Name and API Plural Name cannot be edited.

• To inactivate a custom module, click Actions , select Mark as Inactive, and confirm your action. Note that marking a custom module as inactive is an irreversible process. The module will be inaccessible to any user other than the technician who created it. No operations can be performed in an inactive module.

• To delete a custom module, click Actions , select Delete, and confirm your action. Note that deleting a custom module is an irreversible process. All data associated with the module will be permanently removed.