Table Builder workflow and navigation
-
- UpdatedJan 30, 2025
- 5 minutes to read
- Yokohama
- Building applications
You can start using Table Builder to manage your data tables, forms, or flows by reviewing this high-level workflow.
Learn about the high-level actions that you perform when you are using Table Builder.
Basic workflow
The following table outlines the basic actions that you take when working in Table Builder.
| Action | Description |
|---|---|
| Choosing a table or form to work with | To choose a data table or form to work with, launch Table Builder as instructed in Accessing Table Builder and choose the table or form to work with. Note: While using Table Builder in App Engine Studio, the table selected here is chosen when you click on a table in your app.
However, if Table Builder is launched from UI Builder, you can choose a new table to work with from the
drop-down list that displays the name of your currently selected table. |
| Selecting a domain and application scope | Select a domain and application scope to work within from Table Builder navigation. Note: While using Table Builder in App Engine Studio, the application scope selected is the app you are working in. However, if
Table Builder is launched from UI Builder,
you can choose an application scope to work with from the drop-down list in the
top right side of your screen (e.g., Global).
See Domain separation and Table Builder and Using an application scope with Table Builder. |
| Modifying table properties | Select Data tab to edit table properties directly. For more information, see Data in Table Builder. |
| Customizing form views | Select Forms tab to create and customize new views or configure the form elements for a selected view. For more information, see Forms in Table Builder. |
| Configuring policies and rules | Select Policies and rules tab to configure and control how data is displayed for your form views. For more information, see Policies and rules in Table Builder. |
| Previewing a form and managing your changes | At any point in the process, you can preview the changes you've made by selecting Preview. For more information, see Preview your form. Save your form view changes at any point in the process by clicking Save. Your form view is ready and can be accessed by other applications in the Now Platform. Note: To undo (  ) or reapply ( ) changes you make, select the Undo or Redo icons at the top of your screen. |
Navigational elements
| Navigational element | Description |
|---|---|
Table selection list ( ) |
Choose an option to customize the policies and rules, table properties, fields, or form views for the selected table. |
Select domain list ( |
Choose an option to customize the policies and rules, table properties, fields, or form views within the selected domain (for example, the Global domain). |
Select scope list ( ) |
Choose an option to customize the policies and rules, table properties, fields, or form views within the selected application scope (for example, the Global application scope). |
Undo ( Redo ( |
Select the undo () or redo () icons in the navigation bar to revert to a previous editing state. |
Advanced table properties menu ( ) |
Choose an option:
Note: This option only appears on the Data tab. |
Preview ( |
Select Preview to review the selected form as how it is displayed in the Now Platform. For more information on previewing, see Preview your form. |
Save ( ) |
Select Save to commit your changes to your selection. |
Search fields and filter options ( |
Use the search box to filter the list of field columns by keyword or use the Filter options list to show inactive fields or to hide extended fields from the list (if a table has been extended from an existing table). |
PDF extractor ( |
If a PDF is associated with the selected data table, select this element to launch the PDF extractor tool and view the PDF. See Use a PDF to create data tables. |
)
)
)
)