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How to add fields to custom modules and personalize them?

Modified on: Fri, 27 Mar, 2020 at 8:52 AM


Applicable plans
Sprout Blossom Garden Estate Forest

Whenever a custom module is created, 6 default fields are created along with the module. These are grouped as Basic information and cannot be edited.


Field Name

Description

Name

Name of the <Custom Module>
Eg: Name of the property, Name of the insurance plan, etc.

Owner

Name of the user who is currently assigned the record.

Created by

Name of the user who created the record.

Created at    

Date and time when the record was created

Updated by

Name of the user who made the latest made edits to the record.

Updated at

The latest date and time when edits were made to the record.


In addition to default fields, you can also add new fields to your module and customize them to suit your business needs.


Here’s how you can add new fields to your module.


  1. Go to Admin Settings >  Module Customization and click . This opens the page where you can create and manage fields present on your module.

  2. Click . This brings up the ADD FIELD overlay.

  3. Choose the field type and click .

  4. Give your field a label, add a placeholder value, and configure the mapping for the field. 

  5. Click . This creates a custom field for the module.


Field limits

Custom modules is available only as a part of the Forest plan. The custom field limits of the Forest plan apply to the module. Users can create a maximum of 310 fields.




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How to add fields to custom modules and personalize them?

Modified on: Fri, 27 Mar, 2020 at 8:52 AM


Applicable plans
Sprout Blossom Garden Estate Forest

Whenever a custom module is created, 6 default fields are created along with the module. These are grouped as Basic information and cannot be edited.


Field Name

Description

Name

Name of the <Custom Module>
Eg: Name of the property, Name of the insurance plan, etc.

Owner

Name of the user who is currently assigned the record.

Created by

Name of the user who created the record.

Created at    

Date and time when the record was created

Updated by

Name of the user who made the latest made edits to the record.

Updated at

The latest date and time when edits were made to the record.


In addition to default fields, you can also add new fields to your module and customize them to suit your business needs.


Here’s how you can add new fields to your module.


  1. Go to Admin Settings >  Module Customization and click . This opens the page where you can create and manage fields present on your module.

  2. Click . This brings up the ADD FIELD overlay.

  3. Choose the field type and click .

  4. Give your field a label, add a placeholder value, and configure the mapping for the field. 

  5. Click . This creates a custom field for the module.


Field limits

Custom modules is available only as a part of the Forest plan. The custom field limits of the Forest plan apply to the module. Users can create a maximum of 310 fields.




Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial