Customizing the Module

This section explains how to customize the user created modules upon associating various forms, fields, and buttons.

Managing Templates

This section explains how to create a form, configure the form properties and filters for field values, apply rules and perform other

Managing Fields

This section explains how to create a new field, view the existing fields, add a field into an existing template, add a rollup field and perform

Managing Custom Buttons

This section explains how to create buttons on your own, assign respective behavior or action, and position them in the application as required

Managing Relationships

Relationship settings pertain to the configuration options and parameters that govern the connections and interactions between various elements within the facility infrastructure.

Viewing Related Fields

The lookup field establishes connections between forms, allowing you to reference data from other modules within the application. This linkage relies on the record ID

Viewing Extended Modules

Defining extended or child modules serves the purpose of creating a hierarchical structure of components within an application. These modules are designed to be associated with

Configuring Module Settings

Additionally, module-specific settings provide further customization options. In the Quotes module, Markup Preferences enable precise tuning of quote values, and Number Formatter ensures

Viewing Module Settings Summary

Exploring the summary page provides a comprehensive overview of and quick access to the configured settings specific to the selected module. This summary encapsulates

Customizing Details Page Layout

Customizing the details screen layout of a module is a process of fine-tuning the presentation and organization of information to better suit user preferences and business requirements

Managing Checklist

Configuring a checklist involves setting up a systematic list of items or tasks that need to be addressed and verified before and after executing work. This checklist

Configuring Survey Settings

Conducting surveys helps improve the products and services by making customer-centric decisions. It is crucial to carefully configure parameters of the survey functionality