What is the “Designer”?
The Designer allows you to make changes to specific parts of your app and add or remove features. It is the tool through which you can customize the vast majority of the content in your app. In the simplest sense, the Designer, like the Defaults tab, is changing the “settings file” of your app and then sending that file to all users of the app. The app then updates based on those settings.
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
- First sign into your dashboard using your credentials.
- Then, on the left hand side of the screen is the “Designer” tab. Click it.
- Once there, we see 3 main areas of the page:
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.