Zoho spend logo Help Docs

Custom Module Preferences

In this help document, you’ll learn the preferences you can configure for the Custom Modules in Zoho Spend.

Here’s how you can set preferences for the custom modules you’ve created:

  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Click Custom Modules.
  • Open the custom module you’ve created.
    • You can configure the following:

Validation Rules

If you want to set restrictions on creating or updating the records of the custom modules, you can use Validation Rules.

Custom Buttons

Custom Buttons allows you to perform specific actions to custom modules when the button is clicked. You can create them using a deluge script and execute actions based on the functions you add.

Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.

ON THIS PAGE