## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-sa/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Custom Module Record Operations

In this help document, you’ll learn how to manage the records of custom modules.

## Edit Records

Here’s how you can edit the records in a custom module:

*   Select the required custom module on the left sidebar.
*   Select the record you want to edit.
*   Click **Edit** at the top of the record’s Details page.
*   Make the necessary changes and click **Save**.

* * *

## Clone Records

If you want to create a record that has details similar to an existing record, you can clone it. Here’s how:

*   Select the required custom module on the left sidebar.
*   Select the record you want to clone.
*   Click the **More** dropdown at the top of the record’s detail page and select **Clone**.
*   Verify the details and make changes if necessary.
*   Click **Save**.

* * *

## Show Record as a PDF

You can display the records of a custom module as a PDF. Here’s how:

*   Select the required custom module on the left sidebar.
*   Select the record that you want to view as PDF.
*   Click **Show PDF View** at the top.

## Filter Records

You can filter records in a custom module by creating custom views. If the custom module is enabled for the employee portal, you can also filter portal-submitted, approved, and rejected records.

## Delete Records

**Warning:** Once a custom module record is deleted, it cannot be retrieved.

If you no longer require records of a custom module, you can delete them. Here’s how:

*   Select the required custom module on the left sidebar.
*   Select the record you want to delete.
*   Click the **More** dropdown at the top of the record’s detail page and select **Delete**.
*   In the following pop-up, confirm your action by clicking **Proceed**.