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In this section, we will guide you through how to create a model.

Before proceeding to the next step, it's important to understand what a Model is.
Reference: What is Model?

Steps to create a Model:

  1. Start by creating a layout.

Reference: How to create a layout?

  1. Open created layout, and select Models from building blocks at left side to configure the layout.

Note: If you have created Record Layout, you will have a predefined model, specific to object, which will be immutable in nature.

For example, we have created Record Layout specifying Account as object. Thus, we can see account as Model.

image-20240919-072825.png

  1. Start by knowing a record type model.

Before proceeding to the next step, it's important to understand what a Record Type Model is.
Reference: What is Record Type Model?

  1. Click on + button, to open new model creation screen.

image-20240919-073022.png

  1. Fill the details for the layout:

  • Type

  • Object

  • Label

  • Name

  • Record Count

  • Is Shared?

  • Offset

  • Limit

  • Order By

  • Do Not Auto Query.


7. Specify fields to be considered while creation of model, selected fields will be shown below.

image-20240920-124001.png

  1. Specify UI fields which will display value in it on basis of values entered in other fields.

    image-20240920-125859.png

  2. Specify filter criteria on the basis of which model will reflect records, by clicking on + button.

image-20240920-124605.png

Note: Specifying Fields, UI Fields and specifying Criteria is optional.

  1. Click on the Save button.

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