Solutions: how do I...?

Find your problem, follow the link. Every answer points to a step-by-step page, and most to a working file in the Leave Management capstone.

Designer problems

I need to...	Do this	Where
Store a new kind of record	create an entity, add fields	Entities
Stop duplicate codes	mark the field unique	Entities
Make a list fast	index the fields you filter by	Entities
Never lose deleted data	turn on soft delete	Entities
Show a table of records	page + table block + provider	Pages, Data
Fix "my table shows 0 rows"	make page data source, provider name and path match	Data
Show a number on a card	count data service bound to a KPI card	Data, Dashboards
Let users pick from a list	select bound to a data view (id and label)	Data
Collect data	a form with sections and validation	Forms
Require a field only sometimes	form Rules tab (output required)	Forms
Check that the end date is after the start	form Validations tab, cross-field expression	Forms
Reject bad data on every route	an entity rule with REJECT	Rules
Fill a field automatically	rule SET_VALUE, form default, or computed field	Rules
Get something approved	workflow with human tasks, started by a rule	Workflows
Escalate a late approval	SLA with on breach stage	Workflows
Approve many at once	Task inbox, bulk decide	Workflows
Add it to the menu	menu entry with route and role	Navigation
Give phones a tab bar	mobile navigation	Navigation
Group screens for a team	workspace	Navigation
Print a receipt or slip	print template, QR/barcode	Reports
Export a list to Excel or PDF	report and the export page	Reports
Change colors and density	theme, or branding for the whole tenant	Themes
Reuse a card in many pages	composite block	Blocks
Limit who sees what	roles, field permissions, record scope	Security
See why a user can or cannot	effective permission viewer	Security
Translate labels	translation keys and the Translations tab	Forms
Change a shipped HCM page	layered override	Customize
Add my own data to HCM	extend the plugin	Customize
Run something every night	job	Jobs
Connect an outside system	connector and integration flow	Integrations
Ask AI to draft it	assistant, Create tab	AI assistant

Developer problems

I need to...	Do this	Where
Start a plugin from a terminal	spark create, or the wizard	Create, CLI
Add backend logic in Java, Python or Node.js	starter for the language, then edit	Backend services, Code extensions
Add a custom React block	write the .tsx, compile with the Code Plugin SDK	Code extensions
Have AI write code into my plugin	AI coding assistant over MCP (source-write)	AI assistant
Run my logic in its own container	service mode, Manage backend service	Backend services
Give the service more memory	Manage backend service, memory	Backend services
Read my service's logs	Manage backend service, logs	Monitoring
Run code when a record is saved	extension point bound to my service	Customize
Add my own extension point	extensionPoints in plugin.json	Customize
Publish a fix	raise the version, Publish	Versioning
"Refusing to overwrite immutable artifact"	you reused a version; raise it	Capstone
Go back after a bad release	Roll back installed version, or restore snapshot	Publish
Upgrade a base plugin with extensions	upgrade guard; upgrade extensions or force	Customize
Compile fails "package does not exist"	library not in the worker image	Publish
Install fails: role name required	name every role in plugin.json	Capstone
Reject an end date before the start date	rule with "value": "${record.from_date}"	Behaviour
Data from an old version is in the way	uninstall keeps data; remove rows or use a new key	Ship
Call an entity from code or curl	GET/POST/PUT /api/v1/entities/<name>/records	API Designer
Test an API in Studio	test case with target api	Testing
Script Studio from CI or an agent	erp plugin op, MCP erp_plugin_op	CLI and MCP
Move a plugin between environments	export/import, Environment promotion	Deployment
Run in two regions	PLUGIN_REGION per stack	Deployment
Scan my plugin for vulnerabilities	Planned; manual review meanwhile	Security scanning
Process work through queues	Planned; use jobs or integration flows	Queues
Generate docs for my app	Planned	Documentation generator

Missing your problem? Search the troubleshooting page, or ask the AI assistant.