Skip to content

Create a plugin ​

What you're doing ​

Making a new plugin with the Create Plugin wizard, then adding parts from the Explorer. You need no file knowledge.

Steps ​

  1. Create new, Plugin (or Plugin Studio, Guided setup, or File, New plugin).
  2. Name: "Equipment Loans". The id equipment-loans fills in itself (lowercase letters, digits, dashes; it cannot change later).
  3. Type: full application, UI plugin, backend plugin, extension or integration. This decides the steps that follow.
  4. Data: Add data, call it loan, add a field item. Data names are snake_case.
  5. Roles: Add suggested roles creates an admin and a viewer role with create/read/update/delete permissions.
  6. Screens: a list screen and a menu entry for your first data.
  7. Review: lists every step. Create plugin runs them and shows each result.

Prefer words? On step 1 type a sentence in Describe your plugin and choose Draft with AI; nothing is created until you send it.

Add more from the Explorer ​

Every group has a +:

AddYou fill inYou get
Formtitle, fieldsa form opened in the form designer
Mobile navigationtitle, layout, linksbottom-tab or drawer definition
Report / Print templatetitle, data, columnsbands with header and a row per record
Business rulewhen it runs, Only if, Thena rule file (Edit as JSON for lookups and expressions)
Translationskey and text rowsan English translation file

Open any item to edit it in its designer. The Designers menu opens the rest (pages, entities, workflows, access policies, agents, test cases, data import).

Check it worked ​

The Explorer lists your data, screen and roles under UI, Data and Security. Validate shows Valid.

Common mistakes ​

  • Using capitals or spaces in the id: the wizard rewrites it, but check the result.
  • Adding a screen before its data exists: create the data first so the list screen has columns.

Next ​

Check, build and publish.