If you have customization permissions on an app, you have the ability to make new screens within the app. You can create screens for stock apps and your own apps.
How to Create a Screen
To create a screen, you must first manage the app you wish to add the screen to.
Click the vertical ellipsis [
⋮] and then select Manage.
This will take you to an area where you can manage apps, and the default section it takes you to is the screen manager. To create a new screen, click Create Screen.
This will take you to the first page to define your screen. You’ll be prompted for the following:
Screen Name*: The name you will give the screen. This should be unique, and will be visible in the tab of the browser when a user is on this screen. Choose a relevant name that pertains to its function, like "Contact List" or "New Activity."
Base Table*: Every screen needs to be based on a table in your database (see our documentation on Databases for more information). When you start designing your screen, you can drag in fields that are bound to this base table.
For example, say you’re creating a screen to edit an activity. The base table will be the Activity table and you can drag in fields found in the Activity table, like the Activity Status field.
However, you will not be able to drag in a field from another table since it only gives you fields of the base table. So if you want to drag in the customer's balance, that's not available.
Of course, this doesn't mean you can't use data from other tables. You can map controls to other tables. But the screen itself and the fields available on the screen will be mapped to the Base Table.📌 Note: Once you set a base table for the screen, you will be unable to change it, since the fields are locked to that screen. Make sure you choose the correct table in this step.
Screen Type: Choose how the screen is built. Builder (Full Method AI experience) is selected by default and builds the screen in the Builder, with Method AI. Legacy (Designer) uses the older screen designer.
📌 Note: Screen Type only appears in apps created with Legacy (Designer). An app created with the Builder can only hold Builder screens, so it doesn't offer the choice.
When you are finished creating a screen, clicking Create will add it to the App and make it visible within the Screen Management section. It will also open your new screen in the Builder, or in Design Mode if you chose Legacy (Designer), so you can customize its look.
To return to the App Management area, click Close.