Import Modules into Projects

To grant access permissions on (a) modules (b) record views and (c) workflows across different admin and user groups 

Make sure the created module contains forms and workflows (published). Learn more on Working with Forms and Setting up Workflows.

Step 1: Navigate to the Project settings and select Module Setup.

Step 2: Click the Import module button on the page and from the select the relevant module from the list.

Q. When trying to access a module that's already imported, I get an "Unauthorized" message stopping me from proceeding further?

A. Your session has expired. Log out and Log back in to your account to access the module.