To create a New Smart Item in a SmartApp from Apps Mode:

  • User can either hover the mouse over the App Tile, and the + Add button will show in the right corner of the App Tile
  • Alternatively, you can either select the SmartApp, and then click the + Add button in the right corner of your screen.
  • User can double click on the SmartApp tile, and click the + Add button in the right corner of the screen.



From App Tile



By Selecting SmartApp, Then Clicking + Button




From App Grid


Doing any of the above options will open the properties page of a new item for that app. In order to save the item, you must first fill out all required Metadata fields. Mandatory fields are marked with a red star icon*. To save the Smart item, click the button shown below:




Depending on how the App has been configured in the App Designer, you could have any of the following save options:


  • Save: This will save the item, but leave the properties page open
  • Save & Close: This will save the item and close the properties page
  • Save & New: This will save the item, close the properties page, and open a new item properties page for you to fill out. This option is useful if will be creating multiple items consecutively in the app.
  • Save & Copy: This will save the item, close the properties page, and open another item that has the same data as the item you copied.
  • Save as Draft: This will save the item as a draft that is only visible to the person who created it and cannot be consumed anywhere else in the project until it is saved.

In this example, our App has 2 of the above options - Save as Draft and Save & Close.




How To?

How To Add a New Item in a SmartApp

How To Sort, Group, & Filter the App Grid

How To Add Columns to the Grid & Create a Custom App Grid View

How To Create AppGroups

How To Perform Workflow



Last Updated: Aug-29-22