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Creating a module

Create the module that will hold your record types and workflows, and know what about it is fixed from then on.

You need a module before you can add a record type or a workflow. Creating one takes a name and a description; RADP works out the rest.

Only org-admins and radp-admins can create modules.

Create the module

  1. Open Admin, then Modules. You arrive on My Modules.

    The Modules screen before any module existsThe Modules screen before any module exists

  2. Select + New Module. The form opens above the list.

    The New Module formThe New Module form

  3. Type a Name. Use the name people will look for, such as the process the module covers.

  4. Leave Module ID alone. You do not type it: the form says it is assigned when the module is created, and shows the shape it will take.

  5. Use Description to say what the module is for. This is what another admin reads when deciding whether a module is the one they want.

  6. Select Create Module. Cancel closes the form without creating anything.

What is fixed afterwards

  • The module id. It is set when the module is created and never changes. Everything that refers to the module — versions, installs in other workspaces — uses it.
  • Whether the module is organisation-only or public. That is decided at creation. An organisation-only module is shared with your own organisation's workspaces only. Only a radp-admin can create a public module, meant for every RADP customer.

The name and description are the parts you can still work with; the identity of the module is not.

If creating is refused

A module id has to be unused in this workspace. If a module already exists here whose id matches the one your name would produce, creation is refused — choose a different name.