Modules

A guide to understanding and configuring modules in FlowAgent.

When to Use

Read this page when you want to create, edit, or understand modules and their role in the platform.

How It Works

• Modules = Data Containers:
  • Modules store items (records) such as customers, orders, or projects.
  • Each module can be configured with custom fields, tabs, and permissions.
• Accessing Module Settings:
  1. Go to the Modules tab in Site Settings.
  2. Select an existing module or click Create to add a new one.
• Further Configuration:
  • Each module has its own settings and documentation. See Module General Settings for details.

Usage Example

Creating a new module:

1. Go to Modules in Site Settings.
2. Click Create.
3. Fill in the module name and configure fields as needed.
4. Save the module.

Tips

• Use modules to organize different types of data.
• Refer to the module category documentation for advanced configuration.

Related Links

• Platform Structure
• Module General Settings

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For more on module fields and options, see the module category documentation.