Entities: Modeling Your Data

Entities are the custom data structures your app uses. An entity might be a brand-new kind of record your app owns, an extra set of fields added onto an existing Daftra record, or a related form attached to one. You create and manage entities from the Entities tab on the App Hub.

To add one, open the Entities tab and choose to create a new entity — this opens the Create Entity form.

Create Entity

The form has a few fields:

Entity Title

Required. The name of your entity (for example, Routes or Visits).

Entity Description

An optional description explaining what the entity is for.

Entity Type

This is the key choice — it defines how your entity relates to the rest of Daftra. There are four options:

Entity Type	What it does	Use it when…
Main Entity	A standalone data structure your app owns, with no direct link to existing records.	You need a brand-new kind of data of its own.
Extend Global Entity	Adds extra custom fields onto an existing Daftra record.	You want to attach extra data to a Client, Employee, Product, or Supplier.
Related Entity	A related form/record tied to an existing record.	You need supplementary forms attached to an existing record.
Workflow	Relates multiple forms/entities together into a connected process.	Your app's logic spans more than one entity.

When you choose a type that connects to existing data (Extend Global Entity or Related Entity), a second dropdown appears so you can pick which existing record it attaches to:

Client

Employee

Product

Supplier

For example, choosing Extend Global Entity + Client adds your custom fields to every Client record; choosing Related Entity + Client attaches a related form to Clients.

Saving the Entity

Use Save (top right) to create the entity, or Cancel to discard. Once saved, the entity appears under the Entities tab, where you can open it to build out its fields — covered on the next page.

💡 Choosing the right entity type up front matters, because it determines whether your data stands alone, extends an existing record, or links several together.

Entities: Modeling Your Data

Create Entity#

Entity Title#

Entity Description#

Entity Type#

Related Entity (Base Entity)#

Saving the Entity#

Create Entity

Entity Title

Entity Description

Entity Type

Related Entity (Base Entity)

Saving the Entity