What Is the Overview Tab?
Every application in UnifyApps has a set of management tabs accessible from the Applications Manager. The Overview tab is always the first and is the default landing screen when you open an app's record.
The Overview tab is divided into two areas:
Preview pane (left) — A live, non-interactive render of the app's default page. This lets you see the current published state of the app at a glance without opening the builder or navigating to the live URL.
Details sidebar (right) — Key facts about the app — its URL, ID, workspace, tags, and modification history. Some fields are editable directly from this panel.
Note: The overview preview pane is read-only. You cannot interact with components, fill in forms, or navigate between pages from this view. To make changes, click Open in Builder.
Header Actions
Two primary actions appear in the Overview tab header:
Preview
Opens the app in a full browser tab as an end user would see it — fully interactive, with live data, navigation, and events working as configured. The preview reflects the most recently published version of the app.
On mobile app types, clicking Preview shows a QR code instead of opening a browser tab. Scan the code with your mobile device to open the app in the UnifyApps mobile runtime.
Open in Builder
Opens the Application Builder for this app, where you can edit pages, components, data sources, and settings. This button is visible only if you have edit access to the app. If you have view-only access, the button does not appear.
App Tabs Reference
The tabs available for an app depend on its type, your permissions, and whether certain features are enabled. The tabs appear in the following order when present:
| Tab | Appears For | Condition |
| Overview | All app types | Always present. |
| Insights | All app types | Visible only when App Analytics is enabled in Builder Settings → Development → Analytics. |
| Tests | Apps and packages | Requires both (a) sufficient edit permission and (b) an environment rollout configured for the app. Not seeing this tab is expected if either condition is unmet — it is not a misconfiguration. |
| Versions | All app types | Always present. |
| Localization | All app types | Always present. |
| Walkthroughs | All app types | Visible only when the Walkthroughs feature is enabled for the workspace. |
| Settings | Apps and packages only | Not present for modules or template components. Handles access control, security, and governance for the app. |
Note: Template components have a shorter tab set: Overview, Versions, and Localization only. They do not have a Settings tab, a Tests tab, Insights, or Walkthroughs.
Note: The Tests tab requires both edit permission and an environment rollout to be set up. If you expect to see it but do not, check both conditions before assuming a misconfiguration.
Details Sidebar
The Details sidebar on the right of the Overview tab shows metadata about the application. Most fields are read-only identifiers; a few are editable directly in this panel.
| Field | Editable | Description |
| Application URL | No (from Settings) | The web address at which the published app is accessible. Displayed as a full URL or a relative slug. To change the URL slug, go to Builder Settings → General → App URL. |
| Application ID | No | A unique, system-generated identifier for this app. Click the copy icon to copy it to the clipboard. Useful when referencing the app in API calls, automation, or support requests. |
| Base Device | No | Indicates whether the app was created as a Desktop or Mobile app, which determines the default canvas dimensions in the builder. Not shown for Copilot apps. |
| Workspace | Yes | The project (workspace) this app belongs to. You can move the app to a different workspace by editing this field. Moving affects which team members have access based on workspace-level permissions. |
| Tags | Yes | Labels for organizing and filtering apps in the Applications Manager. Click the field to add existing tags or type to create a new tag inline. Tags are workspace-scoped. |
| Created By | No | The display name and avatar of the user who created the app, with the creation date and time. |
| Last Modified By | No | The display name and avatar of the user who most recently saved a change to the app (in the builder), with the modification date and time. |
Note: Copilot apps do not display a Base Device field because they are not canvas-based — they are delivered as floating chat assistants embedded in other apps or web pages.
Creating and Editing Tags
Tags let you group related apps so you can filter the Applications Manager quickly. To add a tag:
Click the Tags field in the Details sidebar.
In the dropdown, select an existing tag or type a new tag name.
Press Enter or click the new-tag option to create the tag and apply it simultaneously.
Repeat for additional tags. Tags save automatically — there is no separate Save button for this field.
To remove a tag, click the × beside it in the Tags field.
Opening the App in the Builder
The Overview tab is the quickest path from the Applications Manager to the Application Builder for a specific app.
Steps: Open an App in the Builder from the Overview
From the Applications Manager, locate the app you want to edit. You can search by name or filter by workspace or tag.
Click the app's name or card to open its management screen. The Overview tab is shown by default.
In the Overview tab header, click Open in Builder.
The Application Builder opens for that app on the last page you were editing, or on the default page if this is your first time opening it.
Note: Open in Builder is only visible if you have edit access to the app. If you only have view access, use the Preview button to inspect the app without making changes.
Alternative: Double-Click in the Applications Manager
You can also open the builder directly from the Applications Manager grid by double-clicking an app card — this bypasses the Overview tab and takes you straight into the builder.