In order to create a Customization Set, in the Develop app, from the menu the main menu select Customization sets.. In the page that opens click the Add button and follow the next workflow:
When modifying a Customization Set there are two possible situations, first when you need to add new entities, properties or relationships and the second is when you want to change existing (and published) entities, properties or relationships.
To do that, in the Develop app, from the menu the main menu select Customization sets. In the page that opens select the Customization set to update.
For adding new entities, properties and relationships follow the workflow below:
Changing existing (and published) entities, properties or relationships requires deleting the existing customizations and creating new ones.
If you want to delete published entities, properties or relationships follow the workflow below:
Fields in the sidebar:
Entity diagram:
To add an entity you will have to click the Add button and fill in the Entity name field. Usually here you will add only one entity. There are only two cases when you will add more then one entity:
The name of the entity cannot be in Camel Case and it should be a singular noun.
Fields in the entities table:
[a-z], numbers [0-9] and the character _ and cannot start with a number.Fields in the properties table:
[a-z], numbers [0-9] and the character _ and cannot start with a number or with the id_ prefix.Fields in the relationships table:
Catalogs
A catalog is a type of entity that can be related to another entity and it defines a set of options. When a catalog is displayed in an edit-view it uses a drop-down list control. Sometimes catalogs are called picklists by developers.
Edit Views
The edit view displays one entity in a form, allowing the user to view or change the properties.