Navigating UDesigner

Overview

UDesigner promotes collaboration with your team members, adding greater personalization, announcements, and faster navigation. This article will guide you through the various features of UDesigner and how to use them.

What You'll Learn

In this article, you'll learn how to navigate UDesigner and use its features.

UDesigner Homepage

After logging into UDesigner, you'll navigate to your UDesigner homepage. Along with navigation options and announcements, you'll find a grid displaying all your elements Elements are are what you use to build Unqork applications. Elements include modules, workflows, Data Collections, Data Schema, and Record Collections.. On your homepage, you'll find the following actions and organization:

A static image displaying all the various settings and actions you can use on your UDesigner homepage.

  Setting Description

1

Environment Name

The name of the current environment where you are logged in.

2

Global Search Icon (Global Search)

Global Search lets you search your company environment from any navigation level. You can search for workspaces, apps, and app elements.

3

Home

Takes you to your UDesigner homepage.

4

Workspaces

Displays a grid of all workspaces in your environment.

5

Library

This drop-down lets you view shared Library Elements and Marketplacesnippets and templates.A static image displaying the Library Elements and Templates options from the Library drop-down.

6

Marketplace

Takes you to the Unqork Marketplace. Unqork's Marketplace offers application blueprints in preconfigured packages, including assets and common configurations.

7

Resources

This drop-down lets you view all Unqork resources for guidance and help with your configurations.A static image displaying the Resources drop-down with options like Documentation Hub and Community Hub.

  • Documentation Hub: Takes you to the Unqork Documentation Hub. The Documentation Hub offers detailed user manuals, how-to guides, best practice and troubleshooting documentation, and Platform release notes.

  • Unqork Academy: Takes you to the Unqork Academy. The Unqork Academy is our one-stop shop for all your educational needs. Here you can find Self-Service, Hybrid, and Instructor-Led courses to help you build better applications.

  • Community Hub: Takes you to the Unqork Community Hub. Unqork's Community Hub lets you connect with, ask questions, and get answers from our skilled Creators. You'll also find Unqork updates, tutorials on new features, and you can provide feedback.

  • UDLC Toolkit: Takes you to the Unqork Development Life Cycle Toolkit. The UDLC Toolkit is a set of tools that support your application building journey.

8

Administration

Takes you to our Administration page. This is where you can manage roles and permissions, Designer access, integrations, environment settings, and so on.

To learn more about Unqork Administration, view our Administration articles.

9

Profile

Takes you to your Unqork user profile. Customize your profile by adding a business role, a profile image, and display all your Academy certifications and Community badges.

To learn more about user profiles, view our User Profile article.

10

Logout

Logs you out of UDesigner.

11

User Name

Displays the name of the user logged into this environment.

12

+ Create Workspace

Click this button to create a new workspace. New workspaces display in the My Recents tab.

To learn more about creating workspaces, view our Introduction to Workspaces article.

13

Discover

This is a dynamic section where you can explore Platform, Community, and Enablement announcements. Use this section to learn about upcoming changes, see your Academy course progress, and level up with other Academy courses.

14

My Recents

This tab displays a grid of all recently-accessed app elements.

These include:

  • Workspaces

  • Applications

  • Modules

  • Workflows

15

Starred

This tab displays a grid of all your starred workspaces. Star Starring elements stores them in the Starred tab of your UDesigner homepage for quick access. You can star any element, regardless if it's yours or belongs to another team member. the most important workspaces so you can easily locate them using this tab.

16

Filter by All Types

Click this button to filter My Recents or Starred elements by type.

Types include:

  • Workspaces

  • Applications

  • Modules

  • Workflows

17

Name

The name of the element you created.

Click the (star Starring elements stores them in the Starred tab of your UDesigner homepage for quick access. You can star any element, regardless if it's yours or belongs to another team member.) next to the element name to display them in the Starred tab of your UDesigner homepage.

18

Type

The element type you created.

Available types include:

  • Application

  • Workflow

  • Workspace

19

Description

The description of the element.

20

Last Modified

The last time the element was modified, and the user who made the change.

The most recently modified elements display at the top of your My Recents or Starred grids.

21

Actions

The unique actions you can take on your elements. The next section explores these actions based on the element type.

Actions

Depending on the element type, there are various actions you can take on it. The following are the available actions for each element type:

Application

Action

Description

View

Lets you view the application in a new tab.

For more information, see the Resources section.

Settings

Lets you update the application's name, path, tags, description, and user permissions.

Preview

Lets you preview your application in Express View.

Move

Lets you move the application to another workspace.

Data Model

Lets you create or update the application's data model.

Promotion

Promotes the application to another environment level.

Export CSV

Exports the application as a CSV file.

Delete

Deletes the application.

Workflow

Action

Description

View

Lets you view the workflow in a new tab.

For more information, see the Resources section.

Settings

Lets you update the workflow's name, path, and description.

Preview

Lets you preview your workflow in Express View.

Workspace

Action

Description

View

Lets you view the workspace in a new tab.

For more information, see the Resources section.

Settings

Lets you update the workspace's name and description.

Delete

Deletes the workspace.

Resources