A tour of the Designer

Before you start

• What is Beezr?

The Designer has the same frame on every page: a rail on the left, a bar across the top, and the page itself. Once you know the frame, every page is easier to find. This tour walks through it using the Designer home page.

○ ○ ○Beezr

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New application is at the top of the rail on every page.
The Build group lists the pages you use most.
The Designer | App switch. App opens App space in a new tab.
Jump to (Ctrl + K) opens a search for any page or module.
Build with Buzz is the AI assistant. It shows only when your workspace has it.
Help and your account menu sit at the far right.

What is in the left rail?

The rail is the list of Designer pages. Click the logo at the top to return to the home page.

Group	Items
Top	New application
Build	My applications, Modules, Lookups, Labels, Document generation, Dashboards
Add-ons	Data tools, Integration hub, BeezrIQ
Bottom	Account settings, Collapse

Each item in the Add-ons group appears when your workspace has that feature, so a colleague’s rail may show more or fewer items than yours.

Press [ or click Collapse to shrink the rail to icons. Beezr remembers your choice in this browser.

What is in the top bar?

From left to right:

• The workspace name, then the Designer | App switch. You are in Designer space, so Designer is highlighted.
• The Sandbox menu, only if your workspace has a sandbox. It says “You’re in the sandbox” and offers Promote to production… and Replace with production….
• The island, described next.
• Build with Buzz, if your workspace has the assistant.
• Help, with Getting started, Contact support, Documentation and Jump to anything.
• Your account menu, with your name and email, My profile, Account settings and Log out.

Getting started shows how much of your onboarding is done, step by step. Contact support takes a description and an optional screenshot, and attaches the page you are on to the ticket.

What is the island?

The island is the pill after the workspace name. It changes with the page.

On a page that is not about one module, it shows the section name, such as My applications, and a Jump to button.

On a module page it shows the module’s name and its five surfaces, in this order:

Key	Surface	What you build there
1	Fields	The information a record keeps
2	Forms	The page people fill in
3	Dataviews	Tables, boards and other lists of records
4	Smart views	The designed page for one record
5	Automation	Workflows on this module

Click the module name, or press M, to switch module. A search box reads Switch module…, with your Recent modules above All modules. Choose a module and it opens on the surface you were using. If no module is picked yet, the island reads Pick a module.

Watch out

The number keys and M work when your cursor is not in a text box. Click outside the field first.

How does Jump to anything work?

Press Ctrl + K (Cmd + K on a Mac), or click Jump to. Start typing and pick a result with the arrow keys and Enter. Ctrl + Enter opens it in a new tab.

It finds:

• the pages in the rail
• some Account settings pages: Users and security, Roles, Permissions, Org chart, Mail setup, Datasources, API keys, Look and feel, Recycle bin and Templates center
• your modules, which open on Fields
• a module and a surface together. Type contracts forms and it opens Contracts on Forms.

Type a module name followed by a surface, such as vendors dataviews. It is the fastest way to move between modules.

What does the home page tell me?

The home page greets you (“Good morning”, “Good afternoon” or “Good evening”) and summarises how healthy your workspace is. It loads in parts, so each card fills in on its own.

• Needs attention lists workflows that failed, never finished or have gone quiet in the last 14 days, and workspace usage that needs attention.
• Automation shows the success rate of finished runs. The switch at the top right changes the view between Last 14 days and All time.
• Usage shows five meters: Users, Flows, Modules, Records and Media storage. A meter turns amber from 70% and red from 90%, so you can plan ahead.
• Flows lists each workflow with its state, such as Failing, Never finished, Healthy or Off, and links to the workflow manager.

A new workspace with no application shows Create your first application instead, with a Create application button.

Where do I go next?

Build something small with the Quickstart, or read how applications and the app menu fit together. The full list of shortcuts is in Keyboard shortcuts.