Module Builder

With the help of Module Builder, you don’t have to manage a separate CRM to manage Module. You can configure the Module and customer login side all in a single tool. Navigate to Settings ➤ Module Builder you will get the list of the default modules i.e. Account, Case, Case Document, Contact, Knowledge Article, and Payment Transaction Log. [1]

 

Once you land on the Module Builder page you will get the Module Name, Primary Name, Portal Enabled, Owner, and Created On fields. 

 

You can also create the new modules by clicking on the + Create Button. After clicking the button, you will get the default field which you can not delete:  [2]

 

– ID

– Name

– Created By

– Created On 

– Modified By 

– Modified On 

– Active

 

Under the Module Configuration, you have to add Icon Display Name, and Plural Name for the field which will be displayed in the Modules section. 

 

On the right side, you will also get the list of fields to drag and drop for that module. Click on the Settings icon and configure the field. [3]

 

– Display Name: Insert the name you want to display for this field. 

 

– Logical Name: Word in the lowercase letters will automatically appear based on the Display name. 

 

Single Text Data Type [4]

 

– Is Required: Checkmark this field to make it required in the module. 

 

– Maximum Length: Insert the Maximum length of text you want to allow in this field by the other admin users. 

 

Auto Number Field Data Type: Auto number fields will automatically increase the number based on the start number in case of data addition. [5]

 

– Auto Number Prefix: Set the prefix to be displayed before the start number. 

 

– Auto Number Start With: Insert the starting digit for the auto number. 

Note: Auto Number Prefix and Start With option will be Read Only in the Edit mode.

 

Text Area Data Type: This field will let you add the sizable amount of text. [6]

 

– Is Required: Checkmark this field to make it required in the module. 

 

– Maximum Length: Insert the Maximum length of text you want to allow in this field by the other admin users. 

 

Decimal Data Type: You can insert the limits for the decimal data types after the whole numbers. [7]

 

– Is Required: Checkmark this field to make it required in the module. 

 

– Minimum Value: Insert the minimum value for the decimal number. 

 

– Maximum Value: Insert the maximum value for the decimal number. 

 

Integer Data Type: You can insert the limits for the integer data types. [8]

 

– Is Required: Checkmark this field to make it required in the module. 

 

– Minimum Value: Insert the minimum value for the integer number. 

 

– Maximum Value: Insert the maximum value for the integer number. 

 

Date and Time Data Type: You can store the date and time information with the help of this field. You can select “Date Only” or “Date and Time” to display. [9]

 

Currency Data Type: With this field, you/other admin users can insert the amount. [10]

 

– Is Required: Checkmark this field to make it required in the module. 

 

– Minimum Value: Insert the minimum value for the digit. 

 

– Maximum Value: Insert the maximum value for the digit. 

 

Lookup Data Type: You can set select any module in the Target field for Lookup. [11]

 

Option Set Data Type: You can offer the options with the help of this field. [12]

 

– Multi Select Option: Checkmark this option to offer multiple selections for the options. 

 

– Option Values: Click the “+ Add Option” button, insert the value and label text for the option. You can also add more options by clicking on the +Add Option button. 

 

You can also delete the options by clicking on the “Delete” icon. [13]

 

Note: Multi Select Option in Option Set/Boolean Data Type will be Read Only

 

Boolean Data Type: You can offer the Yes & No options with the help of Boolean data type field. In the Option Values section you can set the labels for Yes & No options. For example, you can keep “True” & “False” which will be displayed in the modules section. [14]

 

Note: Multi Select Option in Boolean Data Type will be Read Only 

 

Image Data Type: The image data type Field lets you/other admin users add the image while configuring the module. File should not be larger than 2MB. [15]

 

File Data Type: File data type field lets you/other admin users upload the file while configuring the module. File should not be larger than 5 MB. [16]

 

Note: Logical name will be Read Only for the Data Type fields.

 

Once you configure the fields, click on the Update button, and the module will be updated as per the configured fields. 

 

By clicking on the Set Admin Layout button, you can adjust the layout of the “Module” section. [17]

 

You can set the List and Add/Edit view for each module that you have added from the “Module Builder”. [18]

 

Post a Comment