Other Actions for Custom Modules

Let’s have a look at the various actions that can be performed in a custom module.

Bulk Update

You can update the fields for multiple records at once using the Bulk Update feature.

Bulk Update Bulk Update

Edit or Delete Records

You can edit or delete the records in your custom module.

To edit the record:

Edit Record

To delete the record:

Delete Record

Edit or Delete Custom Modules

You can delete or edit the custom module in Zoho Books.

To edit the custom module:

To delete:

Edit and Delete

Clone Records

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

Clone

Export Custom Modules

You can export all your custom module records that are in Zoho Books to your system in the CSV, XLS or XLSX format. Here’s how:

Export
Fields Description
Select Module By default, the custom module will be selected.
Date Range Export All Custom Module Name or select a Specific Period for which you want to export the records.
Fields in Export File If you want to export only certain fields, you can select a template under Fields in Export File. If you don’t have an export template, you can create a new one by clicking + Add New.
Export As Select the format of your export.
Personally Identifiable Information (PII) If you have any PII that you are exporting, mark the box Include Sensitive Personally Identifiable Information (PII) while exporting.
Password Enter a password to secure your export.
Export

Automation

You can automate and create workflows using your custom modules based on your business needs.

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