The master module and custom module created and imported appear within the Menu Setup, enabling users to view or access the module as and when needed.
Step 1: Navigate to Menu setup at the Tenant-level
Result: The created and imported module appears within the Project Menu tab under the All Menus - Master Modules section.
Step 2: To quickly retrieve the module from the list, key in the name of the module in the All Menus search box.
Step 3: Drag and drop the module from the All menus into the Current menus.
Step 3: Save your settings to see the confirmation message.
The created module displays within the Group settings where you provide access permissions.
To see the module within Group Settings:
Step 1: Navigate to the relevant Project within which you placed the modules using the search widget
Step 2: From the sidebar, access Settings and click on Project settings
Step 3: Click the Groups tab
Step 4: Enable the module name from Custom Modules section
Step 5: Save your settings
Result: The master module and custom module menu displays within the Project. Navigate to the Project in the sidebar and observe the custom menu and master menu available within the Project.
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
Import Custom Module into Project
Provide Group and Workflow Permission for Custom Module within a Project