Create Modules at Tenant Level

Create Module directly from Tenant

After you create a module, you can import the module and then choose to display it in the menu setup.

Create Custom Modules within the Tenant

Step 1: After logging in, navigate to the relevant Tenant using the search widget

Step 2: From the Tenant level, select Module designer under settings

Step 3: Click the Add new module button from the Module designer list view

Step 4: Specify the details of the module:

Name - the preferred name of the module
Display Name
Record-Number Pattern - enter the record number sequence as per your business needs. Learn more on Module Numbering
Type - specify the objective of the module - Workflow or Transactional from the drop-down list

Step 5: Save the module

Result: The module displays on the main page with the Name, Display Name, created at, last updated at details.