Zanflow Docs
  • Getting Started
  • User Management
    • Adding User
    • Group Management
  • Process
    • Create Process
    • Form
      • Designing Form
    • Workflow
      • Configuring Workflow Elements
      • Configuring Task
      • Adding Gateways
    • Display Rules
    • Advance Display Rules
    • Access Permission
  • Master Data
    • Create Master
    • Edit Master
    • Access Master Data in Process
  • Kanban
    • Create Board
    • Create Columns
    • Design Form
    • Define Card Title and Access
    • How to use Board?
  • Widgets
    • Create Widget
    • Design Widget Form
    • Publish Widget
  • Inbox
    • Task Search
  • Reports
  • Dashboard
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  1. Master Data

Create Master

Admin Users can create and edit Master Data. Once created, Master Data cannot be deleted.

PreviousMaster DataNextEdit Master

Last updated 4 years ago

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  1. Click on the Masters icon

  2. A blank workspace opens up.

  3. Click the Add to create a new Master data.

  4. A Create Master window opens up. You can add the Master Name in the name field.

Defining Column Name and Type

The first field in the Master Data is the Primary Key. This is the only field you cannot delete. Each row must contain a unique value such as an employee number, SKU, vendor name, or a serial number.

  1. Click Done.

Click to edit the column name and type.

Choose a data type for the column. It can be a text, number or date depending on the information you want. Click to save your option.

You can add a new column by clicking .

You can edit or delete a column by clicking the respective action icons.

New Master data Screen