Creating an application with the New Application wizard
You can use the New Application wizard to quickly create an application that contains the required rules and data instances. This wizard uses customizable application types to create applications. When you create an application from an application type, the type defines the wizard steps that gather the information that is needed to configure your new application based on the application type.
- In the Designer Studio header, click the name of your current application and click New Application to start the wizard.
- In the New Application wizard , click the application type that you want to use for your application. If the application type that you are looking for is not listed, click Search all types , and search for the application that you want to use as the built-on application. You can select from all applications in the system that are configured as built-on applications.
- Click Use this application type .
- Provide information for the following configuration options. The wizard pages might differ depending on the application type that you select.
- Select case types – Select the case types to include in your application. You can select some or all case types from the built-on application.
- Select data types – Select the data types to include in your application. You can select some or all data types from the built-on application.
- Select primary device – Select the type of device where your application will primarily be used. All applications are responsive and work on all devices.
- Select color scheme – Select a color scheme for your application.
- Name your application – Enter a name for your application.
- Optional: Advanced configuration – Specify additional configuration options. For more information, see Advanced settings.
- Click Create application . Based on the application type and the information that you specify, the system creates an application with the required case types, data types, access groups, and operators. For example, the system clones the access groups that point to the application, clones the roles in that access group, and creates any users that you defined on the Application wizard tab of the Application rule form.
- Click Switch to new application to open the application that you created in express mode. When you open the application, you are switched to using the access group that has access to the Developer portal. This access group was configured for the application type that the new application was built on. Alternatively, click Done to exit the wizard without opening the new application.
- Adding an application type to the New Application wizard
- Application types
- Defining users and an access group for the application creator