Create a Master Module at Tenant Level

The Master Module at Tenant Level facilitates designing the Forms to Auto-complete fields necessary during data entry and form submission.

To create the module at the Tenant level:

Step 1: Navigate to the Tenant level using the search widget and select the Tenant name

Step 2: Access Master designer from the sidebar

Step 3: Click Add new master button available on the top-right-hand side of the list view

Step 4: Key in the Name and Display Name

Step 5: Save your settings

Result: The created module displays in the Masters' list view

Related Tasks

Auto Complete Fields for Form Submission

Create a Form at Tenant Level to Auto Complete Fields 

Design the Form with Custom Fields

Create a Custom Module Record

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