Create and Edit Modules

When it comes to routine tasks performed by users, such as data entry in forms or executing workflows, exto presents you with Modules that can be configured to handle common business processes. 

You can have different modules for different types of information and create custom modules as per your business requirements.

Note that exto allows only site administrators or PMEs to create custom modules. 

By configuring exto modules, you can save time and effort when it comes to designing the same business process across multiple projects . 

Follow the steps to create Custom Modules:

Step 1: Navigate to the relevant workspace Settings and select Modules

Step 2: From the Module Designer page, click the Add new module button

Step 3: Specify the details of the module:

• Name - preferred name of the module

• Display Name - descriptive name of the module. Read more on Where Does the Display Name of a Module Reflect?

• Description - enter a brief on the module

• Generation - select the appropriate platform from the drop-down list

• Record-Number Pattern  - enter the record number sequence as per your business needs. Learn more on Module Numbering 

• Type - specify the objective of the module - Workflow or Transactional from the drop-down list

Step 4: Save the module

Result: The module displays on the main page with the Name, Display Name, created at, last updated at details.

The application allows you to modify only the Display name and Description in the created module. Simply open the module you created from the module designer main page, change the details, and save.

Observe the other fields are only viewable on the page.

exto allows only to modify(display name and description) a module and restricts deletion. On the other hand, the system provides you with the facility to define the user permissions(viewing records) for that module.