Module Configuration

Access module configuration by selecting your module from Admin → Modules and clicking on it.

Content Tab

Manage all entries within your module.

Viewing Entries

The Content tab displays a table of all entries with:

• Entry name and description
• Owner information
• Creation and update dates
• Blocked status
• Quick actions (view, edit, delete)

Features:

• Search: Find entries by name or owner
• Filter: Use column filters to narrow results
• Sort: Click column headers to sort
• Export: Download entry data as CSV
• Column Visibility: Show/hide specific columns

Adding Entries

Click "+ Entry" in the top right corner to create a new entry.

You can also:

• Import Data: Upload CSV files with bulk entry data
• RSS Import: Automatically import entries from RSS feeds

Managing Entries

View Entry: Click the eye icon to see the entry as users see it

Edit Entry: Click the pencil icon to modify entry content

Delete Entry: Click the trash icon to permanently remove an entry

Block/Unblock Entry: Control entry visibility for specific organizations

• Click the block icon to prevent organizations from seeing this entry
• Add a block reason and custom message
• Unblock to restore visibility

RSS Import

Import content automatically from RSS feeds.

Steps:

1. Click "+ RSS Import" in the Content tab
2. Enter the RSS feed URL
3. Configure import settings:
   • Update frequency
   • Field mapping
4. Save the RSS import

Image Support: RSS feeds can include images using:

• <enclosure> tag
• <media:content> tag
• <img> tag in CDATA description

Data Export

Export entry data for analysis or backup.

Steps:

1. Apply any filters you want
2. Select visible columns
3. Click the Export button
4. Download the CSV file

The export includes all visible columns and respects current filters and sorting.

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Editor Tab

Configure the structure and content of your module entries.

Understanding Sections

Sections are like containers that group related information together on an entry. Think of them as different chapters or categories within each entry.

Section Types:

1. Blank Section: Add your own custom fields (text boxes, dropdown menus, etc.)
2. Content Blocks: Areas for formatted text and images
3. Documents: Places where users can upload files, organize them into folders and subfolders, and add external links
4. Platform Content: Connections to other content on your platform (specific user databases, organization databases, custom modules, or views)

Adding Sections

Steps:

1. Click "+ Section" at the bottom of the page
2. Choose what type of section you want from the library
3. Set up the section:
   • Name: Give your section a clear title
   • Description: Add helpful instructions for users filling out this section
   • Required: Check this if users must complete this section
   • Package Permissions: Choose which user groups can see or edit this section
4. Save the section

Organizing Sections

Reorder Sections: Click and drag sections up or down to change the order they appear in

Edit Section: Click on any section to open its settings in the right-side panel

Delete Section: Remove sections that you no longer need

Working with Attributes

Attributes are the individual input fields within sections—like text boxes, dropdown menus, or date pickers.

Adding Attributes to Sections

Steps:

1. Click on the section where you want to add a field
2. Click "+ Element" → Attribute
3. Either pick an existing attribute from the library or create a new one
4. Customize how this attribute appears in your module:
   • Name Override: Change the label shown to users (just for this module)
   • Description Override: Add or change the help text
   • Placeholder Override: Customize the example text shown in empty fields
   • Required: Check this to make the field mandatory
   • Order: Set where this field appears within the section
5. Advanced settings: Configure conditional visibility for the attribute:
   • Define rules to show or hide the attribute based on values selected in Single Choice or Multiple Choice reference attributes.
   • Use operators like "is equal to", "is not equal to", "is any of", "is all of", "is none of", "is empty", or "is not empty" to precisely control when the field appears (e.g., show "Dietary Requirements" only if the "Do you have allergies?" attribute is set to "Yes").
6. Save the attribute

Creating New Attributes

Steps:

1. Click "+ Element" → Attribute
2. Choose attribute type (see Attribute Types below)
3. Configure the attribute:
   • Name: Attribute identifier
   • Description: Help text
   • Tooltip: Helpful guidance text that appears when users hover over an info icon next to the attribute
   • Type-specific settings: Varies by attribute type
4. Save the attribute

The attribute is now available in the Attribute Library for reuse in other modules.

Header Section

Every module has a special Header section that appears at the very top of each entry, like a cover page.

Header Configuration:

• Variant: Choose how the header looks
  • Article: Image appears above the text (like a blog post)
  • Marketplace: Image appears on the left side with text on the right (like a product listing)
• Use Address as Header: Show a map instead of an image (only works if you have an Address field)
• Description: Control whether the rich text description field is displayed in the header
• Contact Person: Choose whether to display the entry owner's contact information

Adding Interactions

Interactions are action buttons that let users do something with an entry, like submitting an application or visiting a website.

Types:

• Form: Add a button that opens a form for users to fill out and submit
• External Link: Add a button that takes users to an external website
• Checkout: Add a button that allows users to purchase a product or service directly from the entry

Adding a Form Interaction

Steps:

1. Click on the Header section or any other section where you want the button
2. Click "+ Element" → "Interaction"
3. Choose "Form"
4. Pick an existing form template or create a new one
5. Customize the button:
   • Button Label: What text appears on the button
   • Button Icon: Choose an icon to display
   • Button Style: Select the button's visual style
   • Deadline: Optionally set a date when submissions close
   • Enable Acceptance Workflow: Turn this on if you want to manually approve or reject submissions
6. Save the interaction

Adding an External Link Interaction

Steps:

1. Click on the section where you want the link button
2. Click "+ Element" → "Interaction"
3. Choose "External Link"
4. Set up the link:
   • URL: The web address where the button should take users
   • Button Label: What text appears on the button
   • Button Icon: Choose an icon to display
   • Description: Add extra information about where the link goes
5. Save the interaction

Adding a Checkout Interaction

Steps:

1. Click on the section where you want the checkout button
2. Click "+ Element" → "Interaction"
3. Choose "Checkout"
4. Configure the checkout settings:
   • Button Label: What text appears on the checkout button
   • Button Icon: Choose an icon to display
   • Pricing: Set the price and select the currency
   • Direct Seller Payouts: Connect your own Stripe account to process payments and receive money directly. (Note: The platform may charge a provision fee on these transactions).
5. Save the interaction

💡 Note: This feature is currently only released for specific platforms. If you want to try it out for your platform, please contact us.

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Attributes Tab

Manage your attribute library and see where attributes are used.

Attribute Library Overview

The Attributes tab displays all the fields available on your platform. Attributes are shared resources—create them once and use them in any module.

Features:

• Search: Quickly find attributes by typing their name
• Filter by Type: Show only certain types of fields (like text fields or date pickers)
• Filter by Usage: View all attributes or just the ones used in this specific module
• Usage Indicator: See how many times each attribute is being used across your platform

Creating Attributes

Steps:

1. Click "+ Attribute" at the bottom of the page
2. Select what type of field you want to create
3. Fill in the attribute details (see Attribute Types Reference below for options)
4. Save the attribute

Editing Attributes

Steps:

1. Click on an attribute to open its details
2. Make your changes in the right-side panel
3. Save your changes

Important: When you edit an attribute, the changes apply everywhere it's used. If you only want to change how it appears in one module, use the section-level overrides instead.

Deleting Attributes

You can only delete attributes that aren't being used anywhere on your platform.

Steps:

1. Click on an attribute that shows "0 x in use"
2. Click Delete in the right-side panel
3. Confirm that you want to delete it

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Layout Tab

Customize how entries appear in different views.

General Settings

Database Views: Turn different viewing options on or off

• Card View: Display entries as visual cards in a grid, showing images and key details
• List View: Show entries in a compact list format with essential information
• Map View: Display entries on an interactive map (only works if entries have addresses)
• Table View: Present entries in a spreadsheet-like table
• Feed View: Show entries in a scrolling feed, similar to social media
• Kanban View: Organize and manage entries in a board-based interface with columns and swimlanes

Layout Style: Select the overall look and feel for your module

Card Layout

Design how entry cards look when displayed in the card view.

Card Editor Features:

• Add Elements: Drag fields, labels, and system information onto the card preview
• Rearrange Elements: Drag elements up or down to change their order
• Image Variant: Choose how images are displayed
  • Contain: Show the entire image with space around it
  • Cover: Fill the card space (may crop parts of the image)
  • Blur: Show a blurred background with the image centered on top

What You Can Add to Cards:

• System information (entry name, description, owner/contact person, creation date, contact person organization, social interactions)
• Text-based fields that you've added to your module
• Label tags

Steps:

1. Open the Layout tab
2. Click on the Card section
3. Drag elements from the right panel onto the card preview
4. Rearrange elements by dragging them
5. Select your preferred image variant
6. Save your changes

Header Tag Settings

Set up small tags or badges that appear at the top of entries.

Options:

• Choose which labels should appear as tags in the header
• Display submission deadlines for forms
• Customize how tags look (colors, style)

Map Settings

Customize how the map view works (only available if you've enabled Map view).

Options:

• Select which address field to use for placing markers on the map
• Set how zoomed in the map should be by default
• Turn on marker clustering (groups nearby markers together when zoomed out)

Kanban Settings

Customize the board-based Kanban view (only available if you've enabled Kanban view).

Options:

• Column Attribute: Select the attribute used to define the vertical columns (e.g., Status)
• Swimlane Attribute: Optionally select an attribute for horizontal swimlanes (e.g., Priority)
• Show Unassigned Entries: Choose whether to display entries that don't have values for the selected attributes
• Kanban Card Editor: Similar to the Card Editor, customize which fields appear on the cards within the Kanban board

Table Settings

Customize the spreadsheet-style table view (only available if you've enabled Table view).

Options:

• Choose which columns (fields) to show in the table
• Adjust how wide each column should be
• Set which column the table sorts by automatically

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Settings Tab

Control module behavior, access, and content restrictions.

General Settings

Module Status:

• Active: The module is live and visible to users
• Draft: The module is hidden from everyone except administrators

Contact Person:

• Show: Display the entry owner's contact information on entries
• Hide: Keep the owner's contact information private

Keyword Filter:

• Enabled: Users can search entries using keywords
• Disabled: Hide the keyword search box

Allow Non-Admin RSS Imports:

• Enabled: Any user can set up automatic imports from RSS feeds
• Disabled: Only administrators can create RSS imports

Draft Mode:

• Enabled: Allows users to save their entries as drafts. Drafts remain hidden from other users until they are officially published. When disabling, you will be guided on how to handle any existing drafts.

Publish Button Label:

• Customize the text on the "Publish" button (e.g., "Submit Application", "Post Job") to better match your module's purpose. This custom label will be used consistently when adding or editing an entry.

Highlight Attribute on My Entries Page:

• Select a choice attribute (Single or Multiple Choice) from your module to highlight its values on the "My Entries" overview. The selected attribute's values will be displayed as prominent tags/chips next to each entry, making it easier for users to identify key status or categorization at a glance.

Enable Analytics Tab for Owners:

• Enabled: Display the Analytics tab to entry owners when they edit their entries, allowing them to track metrics like view count and interactions.
• Disabled: Hide the Analytics tab for regular entry owners (Administrators can still see analytics via the Administrator tab).

Submission Page

Set up a dedicated submission page that appears immediately after an entry is published to guide your users to their next step.

Configuration Options:

• Active: Enable or disable the submission page feature.
• Name: Set the heading for the submission page.
• Description: Add a helpful message or instructions for the user.
• Icon: Choose a visual icon to display.
• Primary Action Button: Define what the main button does by configuring its label, icon, and action.
  • Available Actions:
    • View entry: Take the user to the newly published entry.
    • Overview: Return the user to the module's main database view.
    • My entries: Take the user to their personal list of entries.
    • Add entry: Provide a quick way to create another entry.

Access Control

Control who can see and work with your module based on their user role (membership level).

Permission Levels:

• View: Users can view and browse entries.
  • None: No access to view entries.
  • Limited: Access to view own entries or entries within their organization.
  • Unlimited: Access to view all entries in the module.
• Edit: Users can modify existing entries.
  • None: No access to edit entries.
  • Limited: Access to edit own entries or entries within their organization.
  • Unlimited: Access to edit any entry in the module.
• Write: Users can create new entries.
  • None: No access to create entries.
  • Limited: Access to create a specific number of entries (if configured).
  • Unlimited: No limit on creating entries.

Strict Creation Mode:

• Allow creation after limit is reached: When turned off (strict mode), users with Limited Write access are blocked from creating new entries once they hit their assigned limit. If their limit is exactly 1, they will be seamlessly redirected to edit their single entry instead of viewing the "My Entries" overview. When turned on, users can continue creating entries which will be saved as drafts or inactive until their limit permits.

Steps:

1. Open the Settings tab
2. Click on the Access section
3. Click on a user role to configure its specific permission levels for View, Edit, and Write.
4. Use the dropdown menus to select the desired access scope (None, Limited, or Unlimited).
5. For Limited Write access, specify the maximum number of entries allowed.
6. Save your changes

Restrictions

Filter which entries are shown to users based on different criteria. This helps you create focused, relevant views.

Organization Type Restrictions

Show only entries from certain types of organizations (like startups, corporations, or universities).

Steps:

1. Open Settings → Restrictions
2. Choose which organization types should be included
3. Save your changes

Users will only see entries from the organization types you selected.

Organization Name Restrictions

Show only entries from specific organizations that you name.

Steps:

1. Open Settings → Restrictions
2. Type in the names of organizations whose entries should be shown
3. Save your changes

Label-Based Restrictions

Show only entries that have certain labels or tags.

Steps:

1. Open Settings → Restrictions
2. Choose which label groups and specific labels entries must have
3. Save your changes

Creation Date Restrictions

Display only entries created within a certain time period, automatically hiding older content.

Steps:

1. Open Settings → Restrictions
2. Set how far back to show entries (e.g., only entries from the last 6 months)
3. Save your changes

Entries created before your specified time period will be automatically hidden from view.

Custom Attribute Restrictions

Show only entries where a specific field has certain values.

Steps:

1. Open Settings → Restrictions
2. Choose which field (attribute) to filter by
3. Select which values are allowed
4. Save your changes

Filters

Give users tools to narrow down and find specific entries they're looking for.

Available Filters:

• Attribute-based filters (for each field in your module)
• Label/tag filters
• Date range filters
• Organization filters

Steps:

1. Open Settings → Filters
2. Turn filters on or off using the toggles
3. Set up how each filter works
4. Choose which filters are always visible (main filters)
5. Save your changes

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Forms Tab

Create and manage form templates for collecting submissions for your module.

Form Templates Overview

Form templates define the questions users answer when submitting through an interaction.

Features:

• Reusable across multiple modules
• Support various question types
• Connect to Pipelines for workflow management
• Track submission status

Creating Form Templates

Steps:

1. Click "+ Form" at the bottom
2. Enter form details:
   • Title: Form name
   • Description: Form purpose
3. Save the form template

Adding Questions

Steps:

1. Select a form template
2. Click "+ Question"
3. Choose question type:
   • Text (short answer)
   • Textarea (long answer)
   • Single Choice
   • Multiple Choice
   • File Upload
   • Date
4. Configure question settings:
   • Question Text: What you're asking
   • Description: Additional context
   • Required: Make question mandatory
   • Options: For choice questions
5. Save the question

Organizing Questions

Reorder Questions: Drag and drop to change question order

Edit Question: Click on a question to modify settings

Delete Question: Remove questions you no longer need

Managing Form Submissions

View and manage submissions in the module's Forms tab or connect to Pipelines for advanced workflow management.

Connecting to Pipelines:

1. Go to the entry with form submissions
2. Click the Pipeline icon
3. Select "Connect to Pipeline"
4. Choose a pipeline
5. Submissions now appear as pipeline cards

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Labels Tab

Create and manage label groups for categorizing entries.

Label Groups

Label groups are collections of related labels (tags) that can be applied to entries.

Features:

• Shared across all modules
• Used for filtering and restrictions
• Can be displayed on entry cards or profiles

Creating Label Groups

Steps:

1. Click "+ Label Group" at the bottom
2. Enter label group details:
   • Name: Label group identifier
   • Description: Purpose of this label group
3. Save the label group

Adding Labels

Steps:

1. Select a label group
2. Click "+ Label" in the right panel
3. Enter label details:
   • Name: Label text
   • Color: Visual identifier
4. Save the label

Organizing Labels

Edit Label: Click on a label to modify its name or color

Delete Label: Remove labels that are no longer needed

Reorder Labels: Drag and drop to change label order within a group

Label Visibility

Configure where labels appear:

• Profile: Show on entry detail pages
• Database: Show on entry cards in list/card views

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