Config View

Config View is the canvas where Creators add, arrange, and configure all the components in a module. It supports both UI components and logic components and is the default view when opening any module.

To switch to Config View from another view, select Config View in the canvas toolbar.

Component Tray

The left section of Config View is the component tray. It has two tabs: Components and Outline.

Components Tab

The Components tab lists all available component types organized into the following categories:

• Frequently Used: The most commonly used components, plus frequently needed components.

• Agentic Pallet: Components designed for AI-driven interactions.

• Primary Fields: Standard input fields like text, number, and date.

• Secondary Fields: Additional field types including drop-downs, checkboxes, and radio buttons.

• Display & Layout: Components that control visual structure, like panels and columns.

• Data & Event Processing: Logic and data components including calculators, decisions, and API calls.

• Charts and Graphs: Data visualization components.

• Query: Query Smart Components.

• Uncategorized: Shared Smart Components without a category assignment. The number of components in this category varies by environment.

• Custom Components: Components created by Creators in the organization. The number of components in this category varies by environment.

Shared Smart Components appear in the category assigned in their settings, alongside the standard components of that category.

Use the Search components field at the top of the tray to filter by name. To add a component, drag it from the tray into the Component Tree.

For a full list of available components, see Component Reference.

A drop-down at the top of the Components tab switches between three libraries: Default Library, Data Models, and Snippets. Default Library is selected by default.

Data Models

When a module has one or more Data Models linked in Module Settings, Data Models is available in the library drop-down. Select Data Models to browse schema fields from each linked Data Model.

Fields are grouped by Data Model. Each field row displays the field name, its data type (string, number, boolean, object, array, and so on), and a required badge for fields marked as required in the Schema. Nested fields inside object-type fields display as sub-rows.

Drag any field row onto the Component Tree to add a pre-configured component bound to that field. The platform selects the component type based on the field's data type and pre-fills the component's label, property key, and data binding automatically.

If no Data Models are linked to the module, the Data Models view displays: "No data models linked — link a data model in Module Settings to browse its fields here."

For the full workflow, see Using Data Models in Modules.

Outline Tab

The Outline tab in the component tray displays a condensed nested view of every component placed in the module. It provides quick navigation in large modules without scrolling the full Component Tree.

The Outline has one toolbar control: the Show Labels toggle. When set to ON, component labels display alongside property keys in the outline. When set to OFF, only property keys display for a more compact view.

Toolbar

Config View has its own sub-toolbar below the main module toolbar with the following controls:

Component Tree Canvas

The Component Tree canvas is the center panel of Config View. It displays every component in the module in a hierarchical list. Each component tile displays the component's label, its property key, and its type.

Selecting and Editing Components

Selecting a component tile opens its settings in the Properties panel on the right. Components can also be reordered by dragging a tile up or down in the tree, or use () / () when a component is focused.

Hover Actions

Hovering over a component tile reveals the following quick-action buttons on the right side of the tile:

Logic Input/Output Connections

Components that participate in logic flows display a connections pill on their tile. Selecting the pill opens the connections panel for that component, with the following views:

Expand and Collapse

Components that contain nested children display the following expand/collapse controls on the left of their tile:

Component Menu

Selecting the ellipsis icon on the right side of any component tile opens the component menu. This menu provides the following component actions:

Properties Panel

Selecting a component in the Component Tree opens its settings in the Properties tab of the right panel. The available settings depend on the component type. See Component General Settings for the settings shared by all components.