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Training Generate a Screen from a Data Model

Craig Scott edited this page Jun 9, 2026 · 1 revision

Training: Generate a Screen from a Data Model

What you'll learn: how to generate a complete table screen from a deployed data model, save it, and deploy it. You need: Administrator or Developer access type, an Application Development application with a deployed data model. Time: 10 minutes.

Steps

  1. Go to Left menu → Schema & GraphQL → Data Models. (Fallback: header Search.)
  2. Check the row of your deployed model and click the screen icon (🖥) in the toolbar. The Generate Screen dialog opens.
  3. Pick the Type: Table (list with filters) or Form (single record) → click ✓. The Screen Designer opens with the generator wizard.
  4. Check the fields the screen should show (business fields like name, serialNumber, quantity, active — system fields such as createdAt are optional). Generator wizard
  5. Review the toggles: Generate Links, Generate Action Bar, Generate Filter Form, Generate Predicate Builder Filter, Generate Action Column, Generate Custom Fields Column. Generator toggles
  6. Click the orange generate button. The designer builds the screen: filter form, action bar (search / + / pencil / trash), and the table. Generated screen
  7. Click File → Save. In Save New Screen, type the Name (e.g. Training Parts), a Description, set Usable as Widget explicitly (it's required), and pick the Moduleclick 💾. Save screen
  8. Click the deploy arrow (⬆) in the designer toolbar → confirm in Deploy Screen Version.
  9. The deploy flow asks: "Do you want to create a route first?" with Is Menu Accessible? pre-checked. Click the orange + to create the route in the same step. Route prompt

Table vs Form

The Type you pick in step 3 changes the generated layout:

  • Table — a list of records with a filter form, action bar (search / + / pencil / trash), and a data table. Best for browsing and managing many records.
  • Form — a single-record layout: each field is laid out vertically (e.g. Quantity, Active, Name, Serial Number, plus JSON fields and a Custom Fields section) with a History panel (Created At / By, Updated At / By). Best for viewing or editing one record at a time.

The generator wizard is the same for both — you pick the model, check the fields, and set the toggles; only the resulting layout differs.

Form generator wizard Generated form screen

Save and deploy a Form screen exactly as you would a Table screen (steps 7–9).

Check your work

Toast: "Screen Version deployed successfully." The screen appears under Screens & Documents → Screens, its route under Routes (path like /productDataManagement/engineering/trainingParts), and opening that path shows the live screen — the status bar reads "Screen Version: 0.0.1" with the deploy date.

Deployed

Try it yourself

Open the live screen and click + — the create dialog enforces your model's Required fields. Add a record and watch it appear in the table.

Live record

Related training

Training: Design Model Fields in the Schema Designer · Training: Expose a Screen with Routes and Menus

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