Basics

Basics is where you set the defaults for styling and configuration that are part of every application: the app’s identity, its menu, and the default look of its screens.

App specifics

Set the collection/app’s name and icon, add or edit client and hosting/infrastructure info, and generate or edit the privacy statement shown to users.

Layout and menu

Every app has a fixed layout with a menu in the left sidebar. Configure the menu by selecting an item on the canvas or setting its properties in the right sidebar; every item can be customized with text, images, colors, and icons.

The default menu structure consists of:

• Dashboards: for example a home screen.
• Forms (or a group of forms): drag menu items in or out of a group.
• Timeline: chat (group) and message notifications.
• Workflow: the tasks inbox.
• Settings: individual and app-collection settings.
• Scan (mobile app only): shown once navigational scanning is enabled under Settings → General settings.

Add a new menu item, or group items together by creating a new group with its own icon from the toolbar.

Screen defaults

Dashboards, forms, and form overviews can each be preset to a default design: width, height, scaling, background, and colors. These defaults apply across the app, so individual screens don’t need to be restyled one by one.

• Dashboards compose freely on the canvas; see Pages & layout for building the screens themselves.
• Forms use a fixed, vertical-only layout, a deliberate choice since users mainly scroll on mobile devices; see Pages & layout.
• Overview forms show the record list for a form, configurable from the Overview tab in the page’s right sidebar; see Form overview.