Every application requires an Application record, which identifies it within the instance, stores basic metadata, and acts as the parent for its modules and screens.
Applications are created and managed in the Configuration application.
Create the Application Record
Open the Configuration application and navigate to Layouts \> Applications.
Click Detail to display all available fields.
Click New.
Complete the following fields:
Application Name - a unique name for the application within the instance.
From Date - the date the application was created. This is informational only and does not affect behaviour.
To Date - optional. Enter a date if the application has been retired.
Description - optional. Enter a meaningful description of what the application is being used for.
Is Active - set to True to make the application available in the Application selector. Set to False to hide it, for example during maintenance or staged deployment.
Organisation - select the organisation associated with the instance. This value is created during instance setup.
Sort Order - optional. Allows you to specify the order that applications are listed on the Layouts \> Applications screen. If not completed, applications will be listed in alphabetical order by Application Name
Enter an Audit Comment and click Save and Refresh.
If any required fields are missing, the platform will prevent saving and highlight what needs to be completed.
After Saving
Once saved, the application appears in the table and its related configuration sections become visible. A newly created application contains no modules, no screens, and no permitted roles. It will not appear in the Application selector until it contains at least one module with at least one screen.
Add Modules to the Application
Modules are assigned from the Application Modules section of the Application record. Click Edit to assign modules.
User access to an application is determined by the roles assigned to its modules. The Application Permitted Roles section is read-only and reflects the roles configured at module level.
For instructions on creating and configuring modules, see Create or Edit a Module.
If the application requires a process execution module, see Configure the Process Execution Popup.