Marketplace

The Marketplace is the fastest way to a working workspace. Instead of designing forms one by one, you install a template — a packaged set of forms, their relationships, optional flows, and example data — and start with something real.

What you can install#

Templates come in a few flavours:

• Forms — individual, standalone forms (Customer, Product, Lead, Quote, Sale and more) you can drop in one at a time.
• Templates — complete, multi-form solutions. For example, the Healthcare Distributor template installs thirteen connected forms (Contacts, Customers, Manufacturers, Products, Inventory, Leads, Quotes, Sales, Purchase Orders and others), three flows, and a folder structure that groups them into Reference Data, Sales Pipeline, Procurement and Inventory.

Each listing shows its vendor, rating, install count, and the industries it suits.

How installation resolves dependencies#

Forms in a template reference one another — a Sale points at a Customer, a Product points at a Manufacturer. The installer untangles this automatically:

1. Order of creation — forms are sorted so that referenced forms are created before the forms that depend on them.
2. Reuse or create — if a matching form already exists in your workspace and is unclaimed, OBIC adopts it rather than creating a duplicate; otherwise it creates a new form with a unique slug.
3. Reference wiring — once forms exist, every reference field is repointed to the real form it should target.
4. Folders — installed forms are organised into the template's groups.

Because of this, you never have to install forms in a particular sequence or fix up broken links by hand.

Demo data#

Most templates can seed demo data so you can see the solution in action immediately. For the Healthcare Distributor template this includes example manufacturers, products, customers and orders, a set of demo users (each with a role), and example role permissions and row policies — so you can explore how access control behaves with realistic data. Demo seeding is optional; turn it off to install just the structure.

After installing#

Installation drops you at the template's root form — the natural starting point, such as Sales Orders. From there you can:

• add records, or browse the seeded demo data;
• open any form in the designer to tailor it;
• review the flows the template set up;
• adjust roles and policies for your team.

Templates are a starting point, not a cage — everything they install is fully editable.