Creating a screen

The Create Screen button at the top of the page allows you to create a new screen for the app you're managing. When you click that button, you’ll be prompted for two pieces of information:

  • The name of the screen
  • The base table

The name can be anything you want (though we suggest a relevant name that pertains to its function, like "Contact List" or "New Activity").

Every screen needs to be based on a table in your database (see our documentation on Databases for more information). Although you can reference many tables from a single screen (using drop down field types, for example), when you’re first designing your screen, the fields readily available will relate to the Base Table.

Say you’re creating a screen that will be used to edit an activity. You would want your base table to be the Activities table because it would allow you to drag in fields found in the Activities table, like the Activity Record ID field. However, you're limited by your choice of base table: if you wanted to drag in an Invoice Number field, for example, you wouldn't be able to because that field doesn't exist in the Activities table. You would have to create a relationship using a dropdown field instead.

Once you set a base table for a screen, you can't change it. Since the screen might depend on fields you added from the base table, you can’t delete the base table and switch it with something else midway through.

Once you are finished creating a screen, clicking OK will add it to the App and make it visible within the Screen Management section. In most cases, doing this will take you to the Design Mode for that new screen, if you want to further customize it. Otherwise, click Close to return to the App Management area.


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