Frequently Asked Questions

Customization

Custom modules

I made a custom module. Why don't I see anything when I go to create/view a record?

The first step after creating a custom module is designing a form and view for it. To do so:

1. Go to "Admin"
2. Scroll down to the section "Utilities"
3. Go to "Form Editor"
4. Open the views/forms for the model corresponding to the new module by selecting it from the "Model" dropdown
5. Select "Form (Default)" from the "Version" dropdown
6. Drag and drop the custom field into the form where it is desired.
7. Hit "Save"
8. Repeat the process with the "View" to change the record view page for the model type.

Custom fields

I made a custom field and it doesn't show up. Now what?

Once you create a field, you must add it to the view and form as you see fit, as follows:

1. Go to "Admin"
2. Scroll down to the section "Utilities"
3. Go to "Form Editor"
4. Open the views/forms for the model by selecting the model from the "Model" dropdown
5. Select "Form (Default)" from the "Version" dropdown
6. Drag and drop the custom field into the form where it is desired.
7. Hit "Save"
8. Repeat the process with the "View" to change the record view page for the model type.