Every generated module provides the actions allowed by its configuration and the current user’s permissions. Records can be entered from the module index or directly from the dashboard when a shared form is due.
Start a record
- Open the shared form from the dashboard or the custom module index.
- Select Add and complete the visible main-form fields.
- Open any tabs required by the record. Conditional tabs appear according to their configured radio or dropdown value.
- Add repeatable Child Form rows where needed. Leave unused rows completely empty.
- Save the record and review its View page before sending it for approval or generating output.
Scheduled and shared entry
A form can appear on the dashboard with its schedule, last update and status. The add action starts the next record; edit and view actions work with the most recent record when the configuration and permissions allow them.
Pending updates
When a record is in a workflow or awaiting another user’s action, its status shows the current state. Avoid starting a duplicate record simply because the latest one is pending; open its view or approval history first.
Child row validation
Completely empty child rows are ignored at save time. As soon as any value is entered in a row, required child fields are validated. If the child form is inside a tab, FlinkISO highlights that tab so the missing value can be found quickly.
Find and review records
Use quick search, sortable columns and advanced search to find a record. Reports and JSON or XML data access are available only where the module and credentials are configured for them.
