How do I create a virtual module in the CRM?

To create a Virtual module in Vtiger after a connector is built and published, follow these steps:

Creation

Once the connector is built and published, define a Virtual module in Vtiger to map the data exposed by the connector. Virtual modules have no data of their own but possess a schematic structure of the data.

Configuration

When creating a Virtual module, provide:

• Module Name - Name of the new module.
• App Name - App name where your module will reside.
• Data Source - Select one of the published data sources.

Test the connection after supplying authentication details. If successful, fields are automatically mapped, with options to create a Record Identifier and enable editable properties for data points.

Connection and Field Mapping

After selecting the Data Connector, you will be prompted to test the connection by providing the relevant authentication details. If the connection is successful, the fields where the data needs to reside are automatically mapped. 

During this mapping process, the system will auto-select the appropriate field types and offer the following options:

• Record Identifier: Create a non-editable identifier for the application data.
• Editable Property: Enable the editable property for data points that you want users to be able to edit.

The data when used in silos is not very useful but connecting them to Vtiger will make them very powerful. For this you have been given the ability to relate them to existing modules. This will make use of the Related Records function and extract the information.

Once the mapping is done you can create the module and see it in action.