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

It 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.

Data Models Tab

When a module has one or more Data Models linked in Module Settings, a Data Models tab displays in the component tray alongside the Components tab.

{/* IMAGE PLACEHOLDER: The component tray with the Data Models tab selected, showing schema fields grouped under a Data Model name. Each row shows a field name, type badge, and required badge. The Components tab is visible but inactive to the left. */}

The Data Models tab lists all schema fields from each linked Data Model, grouped by 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 from the Data Models tab 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 tab 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:

Control	Description
Search	A text field that filters the Component Tree by component label or property key. Results update as Creators type ().
Sort components	Opens a drop-down to change how components are grouped in the tree. Every option shows all components. Options are Default, By Type, and Alphabetical.
Legacy Canvas	Toggles a visual canvas view that renders each component as it displays to end-users, instead of as component tiles in the Component Tree.
Zoom	Displays the current canvas zoom percentage. Select it to open a menu of preset levels: 50%, 75%, 100%, 125%, 150%, and 200%. The menu ends with Reset View, which returns the canvas to 100%.

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:

Action	Description
Settings	Opens the component's settings directly in the Properties panel.
Copy	Copies the component and its configuration to the clipboard ().
Paste Below	Pastes the clipboard component immediately below the selected component ().
Delete	Removes the component from the module. This action cannot be undone.

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:

State	Description
Collapse	The component is expanded. Select to collapse its children.
Expand	The component is collapsed. Select to reveal its children.

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:

Action	Description
Copy	Copies the component and its full configuration to the clipboard ().
Paste Above	Pastes the clipboard component immediately above the selected component.
Paste Below	Pastes the clipboard component immediately below the selected component.
Move	Opens a dialog to move the component to a specific position in the tree ().
Delete	Permanently removes the component from the module (). This action cannot be undone.

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.