Before creating an application (App), it is important to understand what you need the App to do and what information you want to manage. Follow the steps below to design your App effectively.
- Define the information you want the App to manage. For example, a sales team may categorize information into two groups: Customer and Contact. Each of these categories will become an individual App.
- List the Fields required for each App. For example, the Customer App may include fields such as Customer ID, Customer Name, Customer Address, and Industry Type. The Contact App may include Customer ID, Contact Name, Mobile No., and Email.
- Identify the relationships between the Apps. For example, if the Contact “John Doe” works for the Customer “Acme Company,” and multiple contacts also work for the same company, this becomes a parent–child Relation between the Customer and Contact Apps.
- Define the rules that control your business process. For example, if mobile number changes require approval from a line manager, this rule is configured in Workflow.
- Set user permissions and control access based on roles. For example, you may design a different field layout for the customer service team by hiding sensitive fields such as “Sale Price” or “Sale Quantity.” This is configured under Pages.
- Design reports and dashboards to analyze and visualize your data.
Last modified on Nov 26, 2025