Setup, access and model configuration

Extend the standard model list with the openai_models filter

Add supported model entries without editing the provider class.

Audience: CRM administrators and authorised staffPermission: DeveloperModule v1.0.0

Exact navigationDevelopment integration → hook openai_models

Before you begin

Use an account with Developer and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Add supported model entries without editing the provider class. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open Development integration → hook openai_models.
Select the exact record or option described in this guide.
Complete the displayed fields or action using the rules below.
Save or submit once and resolve any validation response.
Verify the resulting record, status, file, notification or integration effect.

Fields, choices and supported possibilities

ActionExtend the standard model list with the openai_models filter

Exact navigationDevelopment integration → hook openai_models

Module version1.0.0

VerificationConfirm the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Code-backed validations and workflow rules

Each entry must contain id and name.
A model added to the selector must also be supported by the connected OpenAI account and API.

Expected result and verification

The supported extend the standard model list with the openai_models filter flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Restrict the API key and AI settings to authorised administrators.
Do not submit confidential, special-category or unnecessary personal data to the external AI provider.
Review generated text before using it in customer, staff, legal, financial or compliance communication.
Monitor provider billing and retention independently because this module has no built-in cost dashboard.