Configure a module and its fields
Use Module Builder to arrange fields, edit their properties, and prepare a workflow for your team.
Before you start
An existing module and permission to configure it.
Open the module in Module Builder
Check the module name at the top of the builder so you are editing the intended workflow.
Arrange your fields
Use the builder canvas to arrange fields. Select a field to open its properties in the side panel.
Review field properties
Set the label and properties supported by that field type. For related records, review the relationship settings before using the field.
Check communications separately
Open Communications to configure WhatsApp, Email, or AI Voice for this module. Channel credentials are configured separately in Config.
Try the workflow with a sample record
Check the form and field behaviour with sample data before asking the team to use it. Review access permissions separately.
What success looks like
The module's fields reflect the information your team needs to capture.
If something goes wrong
- If a field is missing, check which module you opened and the available field settings.
- If a teammate cannot use the module, review permissions rather than changing the field layout.
- Review existing data before deleting or changing fields used in a live workflow.
Still stuck on this step?
Send your workspace address, the affected page, and a redacted error. Never include passwords or access tokens.
Contact Bizrow support