Data settings

Admins shape the data layer in Settings > Data. Open it from your avatar at the foot of the left rail, then the cog, System settings. The Data group lists All modules, then each of your modules by name, then New module.

Page	What you set there
All modules > Modules	The list of your modules, the client cache and multiple currencies.
All modules > Fields	The field groups of every module, and the spaces they belong to.
All modules > Statuses	The statuses of all modules.
All modules > Labels	The shared labels of all modules.
All modules > Tables & details	How tables and records behave for everyone.
All modules > Menu editor	The menus that order the modules for your users.
Each module	Its name, icon, description, spaces, segments, field groups, labels and statuses.
New module	Creates a module, see Modules.

What can I set on a module?

Click the module by its name under Settings > Data. Each card has a ? with its help.

Card	What you do there
Module detail	Change the icon, the Name and the Module description, then click Save. Delete module removes the module with all its records, files and history, after you type its name.
Spaces	See the spaces of the module.
Segments	See each segment with its Users and Filter, and add one with New segment. See Segments.
Fields	See the field groups, their Spaces and, expanded, their fields. Add a group with New field group. See Fields.
Labels	Add a label with New shared label, or add one you have with Connect existing.
Statuses	Add a status with New status, or add one you have with Connect existing. See Statuses and labels.

The key field that prevents duplicates is set per space, see Spaces.

What is on the Modules page?

Every module with its ID, Name, Module description and when it was Created, and New module. Under Advanced settings, two options apply to all modules:

Setting	What it does
Multiple currency support	Lets Money fields hold amounts in more than one currency, without converting them.
Disable client cache (not recommended)	Stops browsers from keeping a copy of your records. Tables then load everything from the server each time, which is slower. AgentOS asks you to confirm.

What does Tables & details change?

How tables and records work for everyone in your system. Each card has a ? with its help text.

Filtering and segmentation

Setting	What it does
Segments Mode - on-demand data	Every module loads only the records of the segment you open. The rest stays on the server, so large tables open faster. See Segments.
Do not save table filters when leaving module	A filter resets as soon as you leave the module.
Do not save table sorting when leaving module	The sorting resets each time you leave and come back.

User preferences

Setting	What it does
Clear saved table filters when returning to desktop	Saved filters are cleared when you come back to AgentOS.
Clear saved table sorting when returning to desktop	Saved sorting is reset when you come back.

Display and layout

Setting	What it does
Empty fields in Detail are hidden by default	A record shows only filled fields. A switch on the record reveals the rest.
Show extended row counts	Tables offer 100, 250, 500 and 1,000 rows per page besides 10, 25 and 50. It applies in your own browser. Large pages load more slowly on a slow device.

Detail behavior

Setting	What it does
Automatically start edit mode in record detail	A record opens ready to edit.
Enable custom file categories	Lets you sort uploaded files into your own categories, such as design, final or contract. You define them in Main settings.
Enable personal labels	Lets everyone create labels only they see. See Statuses and labels.

What does the Menu editor do?

It sets the order of the modules in the module list at the top of Data. Each user sees the modules of their menus first, in menu order. Modules in no menu follow.

1. User menus lists your menus with their Modules and who they are Assigned to. Click New menu to add one.
2. Type the Name and a Description. Under Assigned users, choose the users, teams or categories who get the menu. Click Save.
3. Under Menu items, click New menu item. Pick Module as the Item type and the module. A Folder keeps several modules together.
4. Drag the items to change their order.

A user with several menus sees them one after the other, in the order of User menus. Admins can also drag a module up or down within its menu, right in the module list at the top of Data.

Give each team a menu with the modules it works in first, such as Orders and Products for the warehouse.

Next: Users and teams.