What is a Data Screen?
IfData Fields
are the individual pieces of information, the Data Screen
is the organized form that presents them to the user. It is the visual layout for creating, viewing, and editing an Object
.
As an architect, your goal when designing a screen is to create a logical, intuitive data entry experience that guides the user and improves their productivity.
The Core Relationship: Every
Object Type
you design must be assigned a Data Screen
. This screen dictates the exact layout and fields a user will see when they interact with an Object
of that type.The Design Canvas: Creating and Arranging
Within a📋 Function
’s design canvas, you have complete control over the layout of your screens. The process is simple:
- Create a Screen: You can create multiple screens within a single Function.
- Add Fields: Drag and drop your custom-created
Data Fields
from a library panel onto the screen canvas. - Organize the Layout: Arrange fields into a logical order. You can group them into sections to create a clean, easy-to-follow form that matches your business process.
- Assign to an Object Type: The final step is linking your designed screen to one or more
Object Types
.
Screens are reusable. You can create one “Contact Details” screen with fields for name, email, and phone, and then assign that same screen to both your “Lead” and “Customer” Object Types to ensure consistency.
Managing Built-in System Fields
EveryData Screen
comes with a powerful set of built-in system fields and components. You don’t need to create these; you simply configure their visibility and behavior on the screen layout.
Always-Available System Fields
These fields are fundamental to most work processes and are always available in the screen designer. You can typically toggle whether they are Required for a given Object Type.Start Date & Due Date:
The core fields for scheduling and deadlines.Assignee & Supervisor:
The primary fields for defining ownership and accountability.Related Users & Related Groups:
Fields to tag other stakeholders or teams for visibility.
Optional System Components
These are powerful, built-in features that you can choose to Show or Hide on yourObject
layout to tailor the user experience.
Description
A prominent rich text block for detailed explanations, instructions, or scope definitions.
Checklist
An interactive to-do list within the Object for breaking down and tracking minor sub-tasks.
Sub-objects
A dedicated section to create, view, and manage nested child Objects.
Object Connection
A designated space to display links to other related Objects across the platform.
Attachments
The area where users can upload and manage files related to the Object.
Live Photo
A mobile-first feature for capturing geo-tagged and time-stamped photos, perfect for on-site verification or acceptance.