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This introduction explains how to find and open an app, and how to work with its common user interface elements including lists, forms, and business processes.
A model-driven app is built out of applications (apps), areas, and tables.
Apps provide a collection of functionalities for accomplishing a specific class of activity, such as managing your accounts and contacts. Use the app-selector menu to navigate between the apps that are available to your organization.
A work area is a subdivision of an app, dedicated to a specific feature. Each work area provides a targeted collection of tables for working in that area. In some cases, the same table appears in more than one area (or even more than one app). The Contact and Account tables, for example, appear in a variety of apps and work areas. Use the work-area menu to navigate between work areas for your current app.
Tables represent a specific type of data, such as a contacts and accounts. Tables use a structured data format, which defines the collection of columns available to the table. Each table consists of a collection of individual rows. For example, for the Contact table, each row describes a single person, and each row includes a collection of columns such as first name, last name, and email address. Tables normally present two views: a list view, which is typically a table listing available rows; and a form view, which shows all available data and settings for a single row. Use the side navigator to move between tables in your current work area.
Select the user menu to view your account information or sign out. Go to your account page by selecting the View account hyperlink.
Use the app-selector menu to switch between apps.
Select the current app name.
On the Apps page select an app. You will only see apps for your organization.
It's easy to get around and get back to your favorite or most-used rows. The following illustration shows the primary navigation elements.
Legend
If your screen is zoomed in too much or is very narrow, then you won't see your current app name which lets you change apps. To access the change app button, select Site map > Apps.
Your site map might look different if it's been customized. Your app maker can customize the navigation bar to show or hide the Home, Recent, Pinned buttons in the site map. An app maker can also make groups collapsible. For information on how customize the navigation bar, see Overview of the model-driven app designer.
In the left-hand navigation pane, the area switcher appears at the bottom left only when a single model-driven app has more than one area in the sitemap definition.
Open this menu to move to another work area. The current work area is named here.
Use the back button for form, view, and dashboard pages on the command bar to go back to the previous page.
To go back to the previous page, select the Go back button.
Usually, when you first open a table, you'll see the list view, which shows a list of rows belonging to that table, formatted as a table. For example, if you open the Products table, you'll see a list of accounts.
Legend:
Row views show all the details about a single row and sometimes also provide special features for working with it. Usually you'll open a row view by selecting a row that appears in a list view, but you can also open a row view by following a link from a related row.
Legend:
Navigate through multiple rows by using preset views and queries. The row-focused navigation improves productivity by allowing users to jump from row to row in the list and easily navigate back without losing their working list.
The number of rows that you see in the row set navigation pane is based on the number of rows that your system administrator has defined for the subgrid.
The reference panel is a great way to get work done without moving away from the screen you're on. You can look up other related items—such as reviews or reservations for a product—within the context of the row you're viewing, without having to navigate to other screens.
Watch the How to use the Reference panel in the Customer Service Hub video to learn more about the reference panel.
The app message bar shows three types of notifications: informational, warning, and error.
When you select the error notification, it will take you to the column on the form where the error occurred.
Legend:
If there is only one notification, you'll see a single line. If there are multiple notifications, you'll see chevron button. Select the chevron to view each message.
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