CoherenceCOHERENCE

Creating Modules

Step-by-step guide to creating custom modules in Coherence

Creating Modules

This guide walks you through creating a custom module from scratch. By the end, you'll have a fully functional module tailored to your needs.

Prerequisites

Before creating a module, ensure you have:

  • Admin or Owner role in your workspace
  • Access to workspace Settings

Step 1: Open the Module Builder

  1. Click on Settings in the sidebar
  2. Navigate to Modules
  3. Click the Create Module button

Step 2: Choose Module Details

Name Your Module

Choose a clear, descriptive name that your team will understand:

  • ✅ Good: "Properties", "Candidates", "Invoices"
  • ❌ Avoid: "Table1", "New Module", "Data"

Use the plural form for module names - "Contacts" not "Contact".

Select an Icon

Choose an icon that represents the type of data. This appears in the sidebar and helps team members quickly identify the module.

Set Visibility

  • Public - All workspace members can see records
  • Private - Only specified users/teams can access

Step 3: Add Fields

Now define what information you'll track. Click Add Field and choose:

  1. Primary field - A text field used as the record title (auto-created)
  2. Status - A select field to track record state
  3. Owner - A user field to assign responsibility
  4. Key dates - Date fields relevant to your use case

Field Configuration

For each field, you can set:

  • Required - Must be filled before saving
  • Default value - Pre-populated value for new records
  • Help text - Guidance shown to users
  • Visibility - Who can see/edit this field

Step 4: Set Up Views

Create views to display your records effectively:

Table View (Default)

Perfect for managing large lists. Configure:

  • Which columns to show
  • Default sort order
  • Filters

Kanban View

Great for workflow stages. Requires:

  • A status/select field to group by
  • Configure which stages to display

Calendar View

Ideal for date-based data. Requires:

  • At least one date field
  • Choose which date to display on calendar

Step 5: Configure Relationships

Connect your module to other modules:

  1. Add a Reference field
  2. Choose which module to link
  3. Set relationship type (one-to-many, many-to-many)

Example Relationships

Contacts → Companies (many contacts per company)
Deals → Contacts (multiple contacts per deal)
Projects → Tasks (project has many tasks)

Step 6: Save and Test

  1. Click Save Module
  2. The module appears in your sidebar
  3. Create a test record to verify your setup

You can always modify your module later - add fields, change views, or update settings.

Best Practices

Start Simple

Begin with essential fields only. You can always add more as your needs evolve.

Use Consistent Naming

Establish naming conventions for fields across modules:

  • Use "Owner" consistently for assignment fields
  • Use "Status" for workflow states
  • Use "Created" / "Updated" for timestamps

Plan Relationships

Before creating modules, sketch out how they'll connect. This helps avoid restructuring later.

Next Steps