Custom Module Record Operations

In this help document, you’ll learn how to manage the records of custom modules.

Edit Records

Here’s how you can edit the records in a custom module:

• Select the required custom module on the left sidebar.
• Select the record you want to edit.
• Click Edit at the top of the record’s Details page.
• Make the necessary changes and click Save.

Clone Records

If you want to create a record that has details similar to an existing record, you can clone it. Here’s how:

• Select the required custom module on the left sidebar.
• Select the record you want to clone.
• Click the More dropdown at the top of the record’s detail page and select Clone.
• Verify the details and make changes if necessary.
• Click Save.

Show Record as a PDF

You can display the records of a custom module as a PDF. Here’s how:

• Select the required custom module on the left sidebar.
• Select the record that you want to view as PDF.
• Click Show PDF View at the top.

Filter Records

You can filter records in a custom module by creating custom views. If the custom module is enabled for the employee portal, you can also filter portal-submitted, approved, and rejected records.

Delete Records

If you no longer require records of a custom module, you can delete them. Here’s how:

• Select the required custom module on the left sidebar.
• Select the record you want to delete.
• Click the More dropdown at the top of the record’s detail page and select Delete.
• In the following pop-up, confirm your action by clicking Proceed.