📄️ General Module Settings
The General settings tab lets you configure the basic properties and appearance of each module in FlowAgent.
📄️ Custom Fields
Custom fields let you define and store specific information for each item in a module, such as a customer, task, or equipment.
📄️ Module Item Types
Module Item Types let you categorize items within a module, reducing the need for separate modules when differences are minor.
📄️ Relations
Relations let you connect items between modules, creating parent/child relationships and enabling linked workflows.
📄️ Tabs
Tabs let you organize information and actions within a module, making it easier for users to navigate and interact with data.
🗃️ Widgets
26 items
📄️ Documents
The Documents module lets you create and manage document templates inside a module. These templates can be used for mail merge (e.g., sending personalized emails), generating PDFs (like invoices or order confirmations), and more.
🗃️ Forms
4 items
📄️ Import
The Import feature lets you bring data from external sources into your FlowAgent modules quickly and efficiently.
📄️ Powersearch
Powersearch lets you quickly find items across all modules using advanced filters and queries.
📄️ Dynamic Values
Dynamic Values let you automatically generate values for custom fields based on a set of rules—such as static text, numbers, dates, or relations.
📄️ Item Trash
Item Trash lets you recover deleted items before they are permanently removed, providing a safety net for accidental deletions.