Embedded Files
When it comes to routine tasks performed by users, such as data entry in forms or executing workflows, the sytem presents you with Modules that can be configured to handle common business processes.
You can have different modules for different types of information and create custom modules as per your business requirements.
By configuring the modules, you can save time and effort when it comes to designing the same business process across multiple projects.
In this Article:
In this Article:
Describes how to work with custom modules in the system
➤ Configure Modules in Masters
Provides information on how to configure modules and place it in menus to be accessible at workspace and project levels
Learn how to create a module and display within the menus
➤ Setup the Record Number for a Module
Describes how to Customize and create a record numbering sequence as per your business needs.
➤ Define Access and Permissions for a Module
Know how to include members as module owners and provide permissions to view records across different levels
➤ Configure List Columns for Log Page Views
Pick the records crucial to your project and create a personalized view that finally displays in the list columns(log page view)
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