Custom Module Preferences

In this help document, you’ll learn the preferences you can configure for the Custom Modules in Zoho Procurement.

Here’s how you can set preferences for the custom modules you’ve created:

Go to Settings in the top right corner of the page.
Select the required custom module under Custom Modules.

Approvals

If your business requires records of custom modules to be approved before further action, you can enable Approvals for Custom Modules. You can configure Simple Approval, Multi-Level Approval, or Custom Approval.

Preferences

Manage the preferences of a custom module from this tab.

Custom Modules in Vendor Portal

If you want your vendors to view and perform actions on the records of a custom module, you can enable the custom module for the vendor portal. You can also configure which records they can view and what actions they can perform. Read our help document on Custom Modules in Vendor Portal to learn more.

Validation Rules

If you want to set restrictions on creating or updating the records of the custom modules, you can use Validation Rules.

Custom Buttons

Custom Buttons allows you to perform specific actions to custom modules when the button is clicked. You can create them using a Deluge script and execute actions based on the functions you add.

Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.

Blueprints

Use Blueprints to design a process flow that automates processes your business manages using Custom Modules. Read our help document on Blueprints to learn more.