Edit an app's settings in Creator Studio

Maybe you want to jazz up your app a bit, for example by giving it a new name, tweaking the description, or swapping in a new image. All it takes is just a few clicks in the settings! Let's dive into how you can do it, even if you're not a tech whiz.

Before you begin

To edit an app's settings, you must be given permission to work on the app.

About this task

There are some things you can't change after you've created the app, like its table or scope. If you want to change things up big time, you'll need to start from scratch with a new app.

Procedure

1. Head over to the Creator Studio home page by going to All > App Engine > Creator Studio.
   You'll see a list of all your apps right there on the home page.
2. Select the app you want to work on.
   It'll open up so you can start making changes.
3. Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit the application experience.
   Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:

   • Portal (see a preview of how it'll appear on a desktop website)
   • Now Mobile (see a preview of how it'll appear on a mobile phone or device)
   • Virtual agent (see a representation of how it'll appear on a chatbot interface)
     Note:

     Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.

   The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.

   Figure 1. Preview the app's experience

   

   You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).

4. Select the more options icon () and select App settings from the menu that pops up.
   
5. Now it's time to make those changes on the General tab, including updating the app's image.
   You can't make changes to security settings on the Access tab after the app has been created.

   Figure 2. App settings

   

6. Once you're happy with everything, select the Save button.

Result

And there you have it: With just a few simple steps, you gave your app a whole new vibe. So go ahead, get creative, and make it yours!