Boards, Components, & the Editor

Learn more about the space where work gets done in Summit.

Updated over a week ago

How do I create a new project?

After signing up for a Summit account, you can decide whether to start creating your app from a blank board or begin by editing one of our templates. Users with a Free account receive access to two projects, while paid accounts can create unlimited projects.

To create additional projects, begin by clicking the Summit logo in the top lefthand corner of the screen. This will show you a list of projects that you have access to view or edit. Click the button labeled + Start a new project to start from a blank board. After making your selection, you will be taken to your new board where you can edit the title, any existing events, and begin populating with new components.

What is a Board? What is the Editor View?

The Editor View in Summit displays a board--an infinite whiteboard (i.e. canvas) to create, draw, develop, group, arrange, and visualize your logic. Logic represents a group of related components on a board and establishes how numerical data should flow through your calculator, forecast, or simulation.

Summit Editor View: Board overview
  1. Board: The whiteboard where you place, arrange, and edit components to represent your logic.

  2. Component: An individual segment of your logic. Shown here is an event, but components can also include routes, shapes, or text boxes.

  3. Output Table: The output table is the quantitative representation of the relationship defined between components on your board. The output can be grouped by a selected interval (e.g., week, month, quarter, year) and used to display totals, averages, etc. over a specified time period.

  4. Return to dashboard: Click the Summit logo to exit the board in view and return to the dashboard.

  5. Project name: The title given to the project currently in view. You can change the name at any time.

  6. Event toolbar: Each button in the toolbar corresponds to an event prefilled with formulas that can be placed on your board.

  7. Add Event button: Add a blank event to the board.

  8. Text button: This button allows you to draw a text box on the board.

  9. Add shape button: Click this button to draw a rectangular shape around components on your board to represent groups of operations.

  10. Toggle form view: With an event selected, click this button to toggle between the form view and the SEL expression view for the event.

  11. Delete: With a component selected, click this button to delete the item.

  12. View controls: These buttons can be used to center your logic on the screen, zoom in/out, and toggle Privacy Mode on or off.

  13. Profile settings: Click your image in the top-right corner of the screen to access your account settings where you can add members to your team, import data, or manage your subscription.

  14. Help: Click this button to view a menu of available support options such as video tutorials, templates, and help articles. You can also send us a message or schedule a Summit lesson by selecting the corresponding option.

  15. Insights: See how well your app is performing with analytics on runs and leads captured.

  16. Project Settings: Access sharing and privacy settings for the displayed project.

  17. Publish: Publish your project as an app so you can share, embed, or power your app remotely via API.

  18. Preview app: Display a preview of your published app.

What are components?

A component is an individual item that can be placed on the board as a segment of your logic. Components could either be visual, such as images or text boxes, or logical, like events or routes. Components can be arranged on the board in any way you desire and there is no limit to the number you can place on a single board.

How do I add components to a board?

There are a few different ways to add components to the board and construct your logic. The first component you will want to add is an event. Events can be added to your board by either (1) clicking the Add Event button on the left side of the screen, (2) double-clicking on any empty space on the board, or (3) selecting a pre-filled event from the Event toolbar (see above).

To establish a relationship between events, you can use routes. Routes appear as connected arrows between events on the logic board. To create a route, begin by hovering your cursor over an event--a (โ†“) sign will appear. Click and hold your mouse button to grab the route arrow and drag it to the desired destination event to establish a relationship between those events.

Continue to the next article to learn how you can edit and configure components you've added to the board.

Add events and create routes in Summit

Keep reading: Events & Routes

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