How to: Create a Model

Knowing where to start when you are creating a new model can be intimidating.  This guide will help teach you the basics of model creation.  In this guide you will learn how to:

  1. Create a New Model
  2. Set the Icon
  3. Add Fields
  4. Set the Default Report
  5. Build a Form
  6. Add a Record

Please note that you will need administration rights to Models in order to complete this guide. If you come across any unfamiliar words in this guide, please use the Glossary of Terms to learn more.

1 – Create a New Model

Start by opening the menu and selecting Configuration.  Next, select Models from the list of available configuration pages.  You will then show a list of the current models.  If this is your first model, the list will be empty.
 
Click the button in the bottom right corner with the + icon.  This will open a small form to enter some basic information about your new model.  The form asks for the name of the model.  The name of the model should be the plural form of the data you are capturing (i.e. Customers, Policies, Issues).  The form also asks what to call a single record.  This should be the singular version of the name of the model (i.e. Customer, Policy, Issue).  Both the plural and singular names will appear throughout Fuse.

2 – Set the Icon

Set the icon for a model by clicking the current icon to open the icon picker.  Select an icon from the picker and it will set that to the icon for the model.  Save your changes once you have decided which icon to use.
 
Model icons appear throughout the system to help identify what type of data you are working with.  The model icon will appear in the menu when the current application has the model assigned.

3 – Add Fields

Select the Fields tab to see the model’s list of fields. Click the button in the lower right hand corner of the page to begin adding a new field. Next, select the type of field you want to add.
 
Once you have selected the type of field, you will configure it’s attributes. Fields have common and type specific attributes. After you finish configuring the field, click the save button in the lower right hand corner of the page. You may repeat this process to continue adding fields to the model.

4 – Set the Default Report

Select the Default Report tab to configure the model’s default report. The default report defines which fields to include by default when searching. Fuse also uses the default report for listings throughout the system.
 
Once you have selected the Default Report tab, you can begin adding fields. Select the fields that you wish to include. You may change the order of the fields by using the arrow buttons. After you finish, click the save button in the lower right hand corner of the page.

5 – Build a Form

Select the Form tab to see the list of forms for the current model. Select the Default form from the list to begin editing the form. First, update the section named “New Section” to give it a descriptive name. After renaming the section, drag the fields you wish to display in that section. You can change the order of the fields by dragging and dropping. When complete, hit the save button in the lower right hand corner of the page.
 
Forms give you the ability to design how users interact with your data. Models can contain many forms with one set to the default. Other areas of the system allow you to define which form will displayed to the user.

6 – Add a Record

Now that you have a basic model created, you can begin adding records. To start adding records, open the menu and select Explore. You will see a card with your new model on it. The card has actions on the bottom to add, search, and view reports.
 
Click on the Add button to open the record page. Fill out the form that you created and hit the save button in the lower right hand corner of the page.
 
After you have added a record you can view the list of records for that model. To do this, navigate back to the Explore page and locate your model’s card. Click the Search button on the card to open up the Default Report. You will see the record you added in the list.

Conclusion

Now that you have completed this guide, you should have the knowledge to create models. This is the first step in learning about models in Fuse. With this base understanding you are ready to learn about other features. If you had any difficulty using this guide, please contact our support team.