Advanced Features

AI Assistant

The AI Assistant is your intelligent helper that understands your module's content and can answer questions, provide insights, and help you work more efficiently with your entries.

Enabling AI Assistant

Steps:

1. Edit your module settings
2. Turn on AI Assistant
3. Save changes

Using AI Assistant

Access: Click the AI icon in the module header to start a conversation

What the AI Assistant Can Do:

• Answer Questions: Ask about specific entries or general information in your module
• Generate Content: Get help writing descriptions, summaries, or other text for your entries
• Provide Insights: Analyze patterns and trends across your module's entries
• Offer Suggestions: Receive recommendations for improving your content or organization
• Explain Data: Get clear explanations of complex information in your entries

The AI Assistant maintains conversation history, so you can have ongoing discussions and build on previous questions. Each module has its own AI conversations that focus specifically on that module's content.

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Module Duplication

Make an exact copy of an existing module, including all its structure and settings. This is useful when you need a similar module without building it from scratch.

When to Duplicate

• You need a similar module for a different purpose or audience
• You want to test changes without affecting the original module
• You're creating a template to reuse across your platform

Duplication Process

Steps:

1. Go to Admin → Modules
2. Click the three-dot menu on the module you want to copy
3. Select "Duplicate"
4. Give your copy a new name
5. Make any adjustments to the settings
6. Save the duplicated module

What Gets Copied:

• All sections and their fields (attributes)
• How entries are displayed (layout configuration)
• Access rules and content restrictions
• Form templates for collecting submissions
• Label categories and tags

What Doesn't Get Copied:

• The actual entries and their content
• RSS feed imports
• User access permissions (these reset to default settings)

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Module Integration

Adding to Navigation

Make your module accessible from the main navigation.

Steps:

1. Go to Admin → Design → Navigation
2. Click "+ Entry"
3. Select "Custom Module" as target
4. Choose your module
5. Set navigation label and icon
6. Save the navigation entry

Grouping Modules in Views

Combine multiple modules into a single database view.

Steps:

1. Go to Admin → Views
2. Create or edit a view
3. Add your custom modules to the view
4. Configure view settings
5. Save the view

Users can now browse entries from multiple modules in one place.

Using with Pipelines

Connect module entries to pipelines for workflow management.

Prerequisites:

• Enable "Allow content from other modules" in Pipeline settings
• Pipeline must have at least one column

Steps:

1. View an entry
2. Click the three-dot menu
3. Select "Add to Pipeline"
4. Choose a pipeline
5. Entry appears as a pipeline card

Features:

• Comment on entries
• Use pipeline evaluations
• Track entry progress
• Collaborate with team

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Notifications

Get automatic updates when important things happen in your module, so you never miss new content or activity.

Subscribing to Module Updates

Steps:

1. Open your module
2. Click the bell icon
3. You'll now receive notifications for:
   • New entries added to the module
   • Changes made to existing entries
   • Form submissions from users
   • Comments and discussions

Managing Subscriptions

View Subscriptions: Review which modules you're following in your notification settings

Unsubscribe: Click the bell icon again to turn off notifications for this module

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Blocking & Moderation

Control which users can see specific entries, helping you manage content quality and appropriateness for different audiences.

Blocking Entries for Organizations

Hide specific entries from certain organizations while keeping them visible to everyone else.

Steps:

1. Go to Admin → Modules → [Your Module] → Content
2. Find the entry you want to restrict
3. Click the block icon
4. Choose which organizations should not see this entry
5. Optionally, add a reason and custom message explaining why
6. Save your changes

Result: The selected organizations won't see this entry in their view

Individual Entry Blocking

Hide an entry from all regular users across the platform.

Steps:

1. Open the entry you want to block
2. Click the three-dot menu
3. Select "Block Entry"
4. Add a reason and message (optional)
5. Confirm the blocking

Result: Only administrators can see this entry; it's hidden from all other users

Unblocking Entries

Make a blocked entry visible again.

Steps:

1. Find the blocked entry
2. Click the unblock icon or select unblock from the menu
3. Confirm you want to restore visibility

Result: The entry becomes visible again to users who have permission to see it

Reporting Entries

Users can report any custom module entry directly from the entry view by clicking the "..." menu and selecting "Report". They'll be prompted to provide a reason before submitting. Admins receive a notification when a report is submitted and can review the flagged entry from the admin area.

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