Platform Fundamentals

How applications are represented and run: metadata, tenants and environments, entities and queries, screens, access, lifecycles, approvals, automation, reports, files and releases.

• Metadata architecture Applications are definitions interpreted at runtime by a small set of generic services.
• Applications An application belongs to a tenant and has its own environments, roles and subscriptions.
• Tenants Customer organisations, their users, security policy and subscriptions.
• Environments Development, QA and Production, each with its own database and release version.
• Entities Business objects backed by a table or view, with feature flags.
• Fields The 25 field types and what they do.
• Relationships Lookups, child records and how they are used in queries and writes.
• Queries Saved queries and the filter language.
• Screens List, detail, filter and layout screens stored as Form.io definitions.
• Permissions Role scopes per operation, teams, workspaces, sharing and rule-based filters.
• Lifecycles Statuses, transitions, validators, history and follow-up automation.
• Approvals Multi-level approvals with strategies, quorum, routing, SLA and locking.
• Workflows Action chains started by events, transitions, schedules or a manual call.
• Notifications Email, SMS, webhook and in-app notifications from events, approvals and workflows.
• Reports PDF, Excel, Word, CSV and HTML reports, schedules and import.
• Files Attachments, folders, thumbnails and share links.
• Releases Compare environments, select changes and apply them forward.