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The Designer is a very powerful and complex tool. However, this support document database in combination with practice will make you an expert in no-time. Some general pieces of advice: try making small changes first, save often throughout the process and experiment (you can always revert back to an old version).

First Look at the Designer

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To view the designer, sign into your dashboard using your credentials

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The Tool Bar

The Tool Bar has a number of functions, including:

• Adding fields or features
• Deleting a field or feature
• Cutting, copying and pasting a field or feature
• Reverting to a previous version
• Deleting, saving, and publishing a draft.

The App Skeleton

The app skeleton gives us a hierarchal view of the app menus, buttons, and labels. This is the “high level” view of the app.

The Content Fields

The content fields shows the content in that section of the skeleton. It is the “meat” on the skeleton.

To understand the terms, we suggest carefully reviewing the Designer Terms Glossary.and click the “Designer” tab under “Content Management”.

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There are four sections that make up the designer, as outlined below.

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1. Publishing & Version Bar

From here, you can Publish your current changes, or save them as a Draft (Draft Mode ). You can also revert your current published settings to a previous version.

2. App Outline

This shows the outline of all the menus, menu items, and modules that can be found in the current version of your app. From here you can add new items and features into your app, as well as select them to edit their properties.

More info: App Outline

3. Item Properties

This shows the properties of the currently selected item in the App Outline. Depending on the item being edited, you can change the item’s content, functionality, and design.

More info: Item Properties

4. Designer Preview

This shows a static preview of the current menu or module selected in the App Outline. The preview allows you to view the changes you make to your app as you edit them. The app will not reflect the changes made to the preview until you hit the “Publish” button or “Save Draft” button above.

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