Custom Module Preferences

Approvals

If the records of a custom module has to be approved by other users in your organisation, you can configure Approvals for the custom module in Zoho Books. You can choose from Simple and Multi-Level approval based on your business requirements. Read our help document on Approvals to learn more.

Fields & Tables

To fully craft a custom module in Zoho Books, 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.

Preferences

Manage the preferences of a custom module from this tab.

Custom Modules in Customer and Vendor Portals

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

Validation Rules

With Validation Rules, you can create rules to set restrictions for the data being recorded. Read our help document on Validation Rules 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. Learn more about Custom Buttons & Links.

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.

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. Read our help document on Related Lists to learn more.

Blueprints

Blueprints are the online representation of a business process. In Zoho Books, 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.

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