Import Custom Module into Project

After setting up the Group permissions for the custom module, import the module into the project to define Module Owner and Record permissions.

To import the Custom Modules:

Step 1: From the Project level Settings, click Module Setup

Step 2: Click the Import module button at the top right of the Module Setup list view page

Step 3: Click the checkbox to select the module from the list

Step 4: Click the Import button

Result: The created module displays in the Module Setup List View page in addition to the Project and Tenant menu setup.

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

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