Zoho expense logo Help Docs
/

Custom Module Field Operations

In this help document, you will learn how to reorder, edit, activate, deactivate, and delete fields in a custom module.

Reorder Fields

You can rearrange the order in which fields appear when users create or view a record using the form builder.

To reorder fields:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Go to the Fields & Tables tab.
  • Click Manage Fields and Tables in the top right corner. The form builder page will open.
  • Drag and drop the fields to rearrange them in the preferred order.
  • Click Save.

Note: The primary field cannot be rearranged. It always remains at the top of the form.

Edit a Field

You can edit the label name, default value, mandatory status, and other properties of a field.

To edit a field:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Go to the Fields & Tables tab.
  • Click Manage Fields and Tables in the top right corner. The form builder page will open.
  • Hover over the field you want to edit and click the Edit icon.
  • Make the necessary changes and click Done.
  • Click Save in the top right corner.

Note: The Data Type of a field cannot be changed after it is created. To change the data type, delete the field and create a new one.

Mark a Field as Active or Inactive

You can mark a field as inactive to hide it from record creation and edit forms without deleting it. The field and its data are retained, and you can reactivate it at any time.

To mark a field as inactive:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Go to the Fields & Tables tab.
  • Hover over the field you want to deactivate and click the More icon.
  • Click Mark as Inactive.

To reactivate the field, follow the same steps and click Mark as Active.

Insight: Inactive fields are not displayed in record creation or edit forms, but the existing data in those fields is preserved.

Delete a Field

Deleting a field permanently removes it and all associated data from every record in the module.

Warning: Deleting a field is irreversible. All data stored in that field across all records is permanently deleted.

Note: The primary field cannot be deleted.

To delete a field:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Go to the Fields & Tables tab.
  • Click Manage Fields and Tables in the top right corner. The form builder page will open.
  • Hover over the field you want to delete and click the Delete icon.
  • In the pop-up that appears, click Delete to confirm.
  • Click Save in the top right corner.

ON THIS PAGE