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
Auto Complete Fields for Form Submission
Create a Form at Tenant Level to Auto Complete FieldsÂ
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