Custom Module Preferences

Fields & Tables

To fully craft a custom module in Zoho Practice, you can use the form builder to add fields of different data types and tables to the module. Read our help document on the Basic Functions of a Custom Module to learn more.

Custom Buttons

You can create new buttons in the custom module to perform specific actions for your records, or to open external links. You can create them using a deluge script and execute actions based on the functions you add.

You can convert a custom module’s records into records of another custom module or a default module using the Record Conversion Button. Read our help document on how to convert a custom module’s record to learn more.

Blueprints

Blueprints are the online representation of a business process. In Zoho Practice, you can use Blueprints to design a process flow using states and transitions. They guide your team through the workflow, validate essential information, and automate the business processes managed via Custom Modules. Read our help document on Blueprints to learn more.