Import Master and Custom Modules into Menu Setup

Importing modules is a pre-requisite to adding modules within the Menu Setup. It's highly recommended to complete importing the modules to display them within the Tenant and Project menu setup.

To import the Master and Custom Modules:

Step 1: From the Tenant 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 and also within 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

Import Custom Module into Project

Provide Group and Workflow Permission for Custom Module within a Project

Add Records to Auto-Complete Fields

Auto Complete Form Fields