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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.

  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. 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.


As well as, if you need to specify fields to be considered while creation of model, it can be done from Fields tab and if you need filter criteria on the basis of which model will reflect records can be set up in Criteria tab.

Note: Specifying Fields and specifying Criteria is optional.

image-20240919-073118.png
  1. Click on the Save button.

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