Organizations might need to store data that cannot be categorized under existing modules or manage certain requests extensively. In such cases, SDAdmins can use Custom Modules to create modules that fit your business needs.
Web tabs, one of the types of custom module, function like default modules where you store, edit, and delete data. You can access web tabs from the navigation pane.
For example, administrators can create an Employee Onboarding module to capture employee details, manage IT and facility requirements, and automate approvals. They can also create subentities to assign tasks, collaborate, and monitor progress until the new hire is fully equipped to begin work.
Requesters and technicians can access web tabs only if they have permission. Admin who creates the web tab will have full access to it. Click here for more information.
This document explains how to navigate through a web tab and perform various actions within the web tab and its records.
The information entered in web tabs is collected and stored as records.
To add a new record in a web tab,
To access record details,
In the Details tab, you will find the details of a record provided while creating it.
Add tags to records to group and organize related items. Clicking a tag displays all other records associated with the tag.
This feature will be available only if the administrator has enabled for the module.
To add a tag,
To remove a tag, hover over the required tag and click Remove. Click a tag to view other records associated with it.
Subentities are additional entities that help you store additional information to manage the record throughout its life cycle.
For example, in a Project record (parent), Milestones or Tasks are additional entities that help you define how the project must be tracked and managed.
Based on the admin configuration, subentities appear on the record details page.
The Conversations tab displays emails and system-generated notifications related to the record. The latest notifications are displayed at the top and the oldest at the bottom. Click the sort icon 
to view the oldest at the top.
to expand all conversations at once.
: Send response only to the email sender.
: Send response to the sender, Cc, and Bcc recipients.
: Forward the email.
To close a record, Tasks help you break down the work into smaller actionable items. You can assign responsibilities and track progress. Tasks added via Custom Triggers and Workflows will also appear here.
Advanced Features (appear only if admin has enabled them for the subentity)
Assigned technicians/groups can add work log and comments to their tasks.
In the task list view, click:
To determine your cost, log the total time spent on the record.
Use Comments to collaborate on a record and share updates with other users.
If admin has configured, you can use the following features to interact:
To edit or delete your comment, click the Options icon next to it. You can edit or delete your comments only.
Associate a checklist to ensure that all necessary steps are completed before closing the record.
Only SDAdmins can create checklists and items under Admin > Customization > Checklist. To know more about checklist, click here.
To associate a checklist, click Associate Checklist(s), select the required checklists, and click Associate. The maximum number of checklists allowed is defined by the admin.
By default, a reminder's status is set to Open. To update the status, select the reminders, click Change Status, and choose Close (to close the reminder) or Open (to reopen the closed reminders). Reminders will be closed automatically after their scheduled time has passed.
Admins define the maximum of reminders that can be set.
View a log of all operations performed on the record. Click 
to sort them in ascending/descending order by time. Use Filter to filter operations by using keywords.
To edit or delete the record, click Edit or Delete on the toolbar.
You can spot edit field values. You can view the deleted records in Trash. Learn more about trash and auto-delete in custom modules.
To print the record details, click Print on the toolbar. In Print Preview, you can choose the details you want to print.
To send emails about record updates, click Send Notification on the toolbar.
In the slide-out, select the recipients from To and Cc fields, compose your message, and click Send.
The email sent will be recorded in Conversations.
The Actions drop-down on the toolbar lists custom actions that allow you to modify the current record.
Use the Workflow drop-down to associate/dissociate a workflow (configured for the web tab under Admin > Automation > Workflows > <web_tab>).
After editing the workflow's configuration or if a node in the workflow fails to execute, click Resume Workflow to resume the workflow.
Create and share custom list views that displays records meeting specific criteria.
To create a custom list view,
in the list view. 
Access the custom list view from the custom view menu.
You can choose column settings for the custom view via Preferred Columns in List Settings.
You can customize columns of a custom view only if the admin has enabled the settings for the web tab.
Use List Settings 
to perform the following:
From the list view, you can associate a workflow (configured for the web tab under Admin > Automation > Workflows > <web_tab>) with one or more records.
From the list view, enable Workflow in Column Chooser to display the Workflow column. Hover over the workflow icon next to a record to view its details.
Only the default workflow is applied to all its records. To use a different workflow, dissociate the current one from the records, set the required workflow as default in the admin settings, and then associate the new one.
To dissociate,
If a workflow is updated or a node fails to execute, you can resume the workflow for the related records.
You can also perform these actions from the record details page.
Click here to learn how to create workflows.
The Actions drop-down in the toolbar displays various actions supported for the web tab, such as:
Import records to be added to the web tab from an XLS, XLSX, or CSV file.
Download records from the list view in various file formats. The export will contain columns available in the list view. To add or remove columns from the list, use 
.
The fields displayed on a quick action form are defined by the custom module's administrator. Learn more.
Classic View displays records in an extensive list with key information under records' title. Use column chooser to add more field labels under the title.
Use Column Chooser 
to choose, remove, and reorder columns in the list view.
Use the search icon 
on the toolbar to perform column search. You can perform inline search for Date/Time columns.