Provide Group and Workflow Permission for Custom Module within a Project

After importing the custom module within a project, provide access and permissions to the project stakeholders to create records and auto-complete fields in data entry for submission.

To provide permissions to the custom module within a project:

Step 1: Click on the Module you imported from the Module Setup list view

Step 2: Select the Groups from the drop-down lists and Save

Step 3: Click on Workflows from the Custom Module side panel

Step 4: Select the workflow from the list

Note: The Workflow set up in the Custom Module record displays in this project-level list.

Step 5: Define permissions for the workflow steps

Step 6: Save your settings

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

Add Records to Auto-Complete Fields

Auto Complete Form Fields