Custom Modules Preferences

In this help document, you’ll learn how to configure the fields, links and buttons, and validation rules for your custom modules.

To access custom module settings:

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.
Navigate to Module Settings.
Select the custom module under Custom Modules.

Fields

When creating a record in a custom module, users are prompted to enter data in several fields. Each custom module comes with a default Name field. You can add more fields to capture additional data specific to your requirements.

You can add more fields by creating fields to receive additional information.

Links and Buttons

In Zoho Expense, there are default buttons that are used to execute pre-defined functions. If you want to create a new button apart from the default buttons provided in Zoho Expense, you can create a new custom button and define a set of custom actions that can be executed when you click the custom button.

Custom links are external links that you can configure in Zoho Expense, which when clicked, will take you to external websites or resources in a new tab. You can also add placeholders in these links to redirect users to a specific record or page.

Validation Rules

Validation Rules in Zoho Expense help you create new rules that set restrictions for the data being recorded.

If the value entered in the field violates the condition you’ve set, an alert message is displayed, and the record is not created. You can also set multiple validation criteria for a single validation rule.