Module Configuration

Each installed module requires configuration before use. This guide covers common configuration patterns.

Accessing Module Settings

Go to Settings → Modules → [Module Name] → Configure

Or from the module itself: Module Menu → Settings

Common Configuration Sections

General Settings

Module-wide preferences:

• Display Name - Name shown in navigation
• Default Workspace - Primary workspace for new records
• Numbering - Auto-numbering format for records
• Time Zone - Module-specific time zone (overrides org)
• Currency - Module-specific currency (overrides org)

Fields & Forms

Customize data capture:

Field Types

• Text, Long Text, Rich Text
• Number, Currency, Percentage
• Date, DateTime, Time
• Select (single/multi), Radio, Checkbox
• User, Organization, Module Reference
• File, Image, Signature
• Formula, Rollup, Lookup

Field Properties

• Required - Must have value
• Unique - No duplicate values
• Default - Pre-fill value
• Validation - Regex, min/max, custom
• Visibility - Show/hide by role
• Read-Only - Prevent editing

Form Layouts

• Sections - Group related fields
• Tabs - Organize by category
• Conditional - Show based on other fields
• Columns - 1, 2, or 3 column layout

Workflows

Automate processes:

Trigger Types

• Record Created - When new record added
• Record Updated - When field changes
• Record Deleted - Before/after deletion
• Scheduled - Daily, weekly, monthly, custom cron
• Webhook - External system calls
• Manual - Button on record

Actions

• Create/update records (same or other modules)
• Send notifications (email, SMS, in-app, webhook)
• Run scripts (JavaScript/TypeScript)
• Call APIs (REST, GraphQL)
• Generate documents (PDF, Word)
• Assign tasks, set due dates

Conditions

• Field value matches
• User role matches
• Time of day/week
• Custom formula

Templates

Reusable content:

Document Templates

• Invoices, quotes, contracts
• Letters, certificates, reports
• Merge fields from records
• PDF generation with styling

Email Templates

• Transactional (confirmations, receipts)
• Marketing (newsletters, announcements)
• Workflow notifications
• Placeholder variables

Report Templates

• Pre-built dashboards
• Scheduled exports
• Filter presets
• Visualization configs

Integrations

Connect external services:

Module-Specific Configuration

See individual module guides:

• Payments Module
• Patients Module
• Stock Module
• Bookings Module

Testing Configuration

1. Use Preview Mode to test forms/workflows
2. Create test records in Sandbox Workspace
3. Verify notifications send correctly
4. Check reports generate as expected
5. Confirm permissions work for each role

Related

• Modules Overview
• Workflows Guide
• Integrations