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How to Create an Owner Field in Module Layouts (CRM)

This guide shows you how to create an Owner field in your Module Layouts and Fields. The Owner field allows you to assign ownership of records to specific users or groups.

Before You Begin

Make sure you have access to Module Layouts and Fields in your Dazos workspace. You'll need appropriate permissions to create and modify fields.


Steps

  1. Navigate to Module Layouts and Fields in your Dazos workspace.

  2. When creating a new field, select User/Group List as the field type.


  3. Configure the field settings as needed for your Owner field requirements.

  4. Save your changes to create the Owner field.

Expected Result

After completing these steps, you'll have successfully created an Owner field that can be used to assign ownership of records to users or groups in your module.

💡 Important Note

The key to creating an Owner field is using the User/Group List field type. This is the specific field type required for ownership functionality in Module Layouts.

Related Resources

For more information about Module Layouts and Fields, contact support if you need additional assistance with field configuration.

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