Build a customer management app

What you will build

A Customer entity with a list screen, a detail screen, role-based access and a Prospect → Active → Churned lifecycle.

Architecture

1. Entity
2. Screen
3. Permissions
4. Lifecycle

Steps

1. 1Create the Customer entity

   In TAF Studio open the object designer and add a table named Customer with fields such as Name (text, required), Industry (pick list), Email and Owner. Use Preview SQL to see the table the platform will create, then publish. Registering the table gives you the entity, its fields, three saved queries (Default, List and Detail) and default access rows for every role.

2. 2Design the list and detail screens

   Open the screen designer, create a List screen bound to the List_Customer query and a Detail screen bound to the Detail query. Drag in the grid, text fields and a lookup for Owner. Preview the screen, then publish it and add it to a menu item.

3. 3Decide who sees which customers

   In object permissions give the Sales role Read and Update scope Own on Customer, and the Sales manager role scope Team. Own means records the user created or owns; Team follows the reporting hierarchy. The data engine applies these to every query, including the grid you just built.

4. 4Add a lifecycle

   Create a lifecycle for Customer with the statuses Prospect, Active and Churned and the transitions between them, and turn on lifecycle support for the entity. New customers now start as Prospect, and the stage component on the detail screen offers only the allowed next statuses.

Result

Users sign in and see only the customers their role allows, create and edit them from the screens, and move them through the lifecycle with history kept for every transition.