Create a Custom Module Record

Create a custom form in Module Designer to utilize the auto-complete data created in Master Designer at the Tenant level.

To create a new Module and use the master module data:

Step 1: Navigate to the Module Designer list view

Step 2: Click the Add new module button on the top-right-hand side of the list view

Step 3: Key in the Name, Display Name, Record number Pattern, and select the Type as Workflow from the drop-down list.

Note: Follow the prescribed format for the Record number Pattern; if not the system restricts saving.

Step 4: Save your settings to see the confirmation message

Result: The created custom module displays in the Module Designer list view

Related Tasks

Auto Complete Fields for Form Submission

Create a Master Module at Tenant Level

Create a Form at Tenant Level to Auto Complete Fields 

Design the Form with Custom Fields

Define the Controlling Records and Visibility in Reference Table

Create a Form within the Custom Module

Design Form to Set Controlling Records for Selection and Data Prefill

Setup Workflow for the Custom Form

Design the Workflow and Publish

Import Master and Custom Modules

Place Master and Custom Module within Menus

Provide Group and Workflow Permission for Custom Module within a Project

Add Records to Auto-Complete Fields

Auto Complete Form Fields