---
title: "Setting Up the Model"
slug: "setting-up-the-model"
updated: 2022-11-23T11:49:20Z
published: 2022-11-23T11:49:20Z
canonical: "kb.easysend.io/setting-up-the-model"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.easysend.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up the Model

## 

## Article Overview

This article describes how to access the Model, how to create transaction data items, and how to associate them with Webflow components. The article also details how to enforce the Model logic and how to deal with malfunctions that may occur when trying to perform the actions described in this article and their solutions.

NOTEIf you want to skip to our How to Videos section and quickly learn how to setup the Model, click [here](/v1/docs/setting-up-the-model#how-to-videos).

## 

## Creating the Data Structure and Enforcing Logic

After adding components to a Webflow, transaction data items are needed to contact them to the Model. Transaction data items are associated with Webflow components and are used to define the data structure of the Webflow and to enforce logic by:

- Select field types.
- Implement values.
- Create conditions.
- Apply validations.
- Set permissions.

## 

## How to Access the Model

(See **Figure 1** and **Figure 2**)

There are two ways to access the Model. The first way is by clicking the Model tab (1):

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655792725735.png)

**Figure 1: Model Tab**

The second way to access the Model is through the Properties section after adding a component to the canvas of a Webflow:

1. Drag or click a component to add it to the canvas.

*Result:*

The Properties section appears on the right side of the screen (1):

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655793659599.png)

**Figure 2: Properties Section**

1. On the Properties section, click the **</>** icon (2).

NOTE

- The second method is usually used for connecting components to the Model, for operational usage, please use the first method.
- Some components, like the Grid, do not have the Model option on their Properties section because connecting it to the Model is not required.

## 

## How to Create Transaction Data Items?

There are two ways to create a transaction data item:

- Using the Model screen.
- Using the Component/App Properties section.

### Creating a Transaction Data Item Using the Model Screen

(See **Figure 3** to **Figure 5**)

To create a transaction data item using the Model screen, perform the following steps:

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-8k3owzjd.png)

**Figure 3: create item… Option**

1. Click the **create item…** option (1).

*Result:*

The create item… option disappears, and the **item name** field (2) appears:

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-1sabo0o1.png)

**Figure 4: item name field**

1. Click the **item name** field (2), input a name, and press enter.

NOTE

- A transaction data item name must be unique.
- Suppose the transaction data item name contains two words or more. In that case, the first word will be written in all lowercase letters while the next words will also be written in lowercase letters excluding the first letter of each word, for example, firstName or customerFirstName.
- Numbers, special characters such as % or &, and spaces cannot be used.
- Some words such as name, true, and false cannot be used because they are reserved JavaScript keywords.

*Result:*

The transaction data item is saved (3), and its details appear on the right side of the screen (4):

![Graphical user interface Description automatically generated](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-5qhtbtqd.png)

**Figure 5: Created Transaction Data Type Item and its Details**

NOTE

For more information about how to use the details of a transaction data item to configure additional Model features, see the [Model Implementation](/v1/docs/model-implementation) articles.

### Creating a Transaction Data Item Using the Properties Section

(See **Figure 6** to **Figure 9**)

To create a transaction data item with data type using the Properties section, perform the following steps:

1. Click a component (1) that was added to the canvas.
2. Click the word appearing next to the **</>** icon (2).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655794014773.png)

**Figure 6: Properties Section**

1. Enter the transaction data name (3). When you are done, click the **create** option (4).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797088581.png)

**Figure 7: New Name and Create Option**

NOTE

- A transaction data item name must be unique.
- Suppose the transaction data item name contains two words or more. In that case, the first word will be written in all lowercase letters while the next words will also be written in lowercase letters excluding the first letter of each word, for example, firstName or customerFirstName.
- Numbers, special characters such as % or &, and spaces cannot be used.
- Some words such as name, true, and false cannot be used because they are reserved JavaScript keywords.

*Result:*

The transaction data item is saved:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797101354.png)

**Figure 8: Accessing the Model**

1. Click the **</>** icon (5).

*Result:*

The Model main screen appears with the created transaction data item (6) and its details (7):

![Graphical user interface Description automatically generated](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-eb96dvou.png)

**Figure 9: Created Transaction Data Type Item and its Details**

NOTECreating a transaction data item using the properties section of a component automatically associates the component with the transaction data item.NOTEFor more information about how to use the details of a transaction data item to configure additional Model features, see the [Model Implementation](/v1/docs/model-implementation) articles.

### How to Associate Components with a Transaction Data Item?

(See **Figure 10** to **Figure 15**)

There are two ways to associate components with a transaction data item:

- The first way as previously described in the article (see the Creating a Transaction Data Item Using the Properties Section).
- The second way requires you to first create the transaction data item using the Model main screen:

1. Perform the steps described in the Creating a Transaction Data Item Using the Model Screen section.

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-f8jcwcqv.png)

**Figure 10: OK Button**

1. Click the **OK** button (1).

*Result:*

- The **Model** main screen closes.
- The **Webflow** main screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797352275.png)

**Figure 11: Properties Section**

1. Perform one of the following options:

- Option 1:
  1. Click the word appearing next to the **</>** icon (2).
  2. Type the name (3) of the transaction data item you created and click it (4).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797553104.png)

**Figure 12: Transaction Data Item Name**

*Result:*

The component is associated with the transaction data item.

If the transaction data item to add is nested inside an object, write, and select the object first and then input a dot (.) and select the transaction data item within the object:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/setting-up-the-model-image-efbfn60f.png)

**Figure 13: Nested Transaction Data Item**

- Option 2:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797660337.png)

**Figure 14: Accessing the Model Main Screen**

1. Click the desired component (1).
2. Click the **</>** icon (2).

*Result:*

The **Model** main screen appears:

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-x4kna8co.png)

**Figure 15: Transaction Data Item Association**

1. Click the desired transaction data item (3).
2. Click the **OK** button (4).

*Result:*

The component is associated with the transaction data item.

NOTEWhen an association is successful, the associated transaction data item will be highlighted in yellow. If the transaction data item is not highlighted, perform the association process again.

### 

## Implementing Values

(See **Figure 17** and **Figure 18**)

To implement values on transaction data items, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654588328690.png)

**Figure 17: Implementing Values 1 of 2**

1. Click the desired transaction data item (1).
2. Click the **Values** tab (2).
3. Click the value options dropdown (3).

*Result:*

The value options appear (4):

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654588394549.png)

**Figure 18: Implementing Values 2 of 2**

1. Select the desired value option from the List (4).
2. Configure the selected option.

NOTEFor additional detailed information about each value option, see the [Values](/v1/docs/values) article.

## 

## Creating Conditions

(See **Figure 19** and **Figure 20**)

To create conditions for transaction data items, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654588438115.png)

**Figure 19: Creating Conditions 1 of 2**

1. Click the desired transaction data item (1).
2. Click the **Condition** tab (2).

*Result:*

The different conditions and their options appear (3):

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654588465790.png)

**Figure 20: Creating Conditions 2 of 2**

1. Select and set the desired condition.

NOTEFor additional detailed information about conditions, see the [Conditions](/v1/docs/conditions) article.

## 

## Applying Validations

(See **Figure 21** to **Figure 23**)

To apply validations on transaction data items, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654588507587.png)

**Figure 21: Applying Validations 1 of 3**

1. Click the desired transaction data item (1).
2. Click the **Validations** tab (2).

*Result:*

The validation search bar (3) appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654588538205.png)

**Figure 22: Applying Validations 2 of 3**

1. Input the name of the validation.

*Result:*

A list of matching validations (4) appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654588575807.png)

**Figure 23: Applying Validations 3 of 3**

1. Click the desired validation to add it.

NOTEFor additional information about validations, see the [Validations](/v1/docs/validations) article.

## 

## Setting Permissions

(See **Figure 24** to **Figure 26**)

To set access permissions for transaction data items, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654588605732.png)

**Figure 24: Setting Permissions 1 of 3**

1. Click the desired transaction data item (1).
2. Click the **Permissions** tab (2).

*Result:*

The **+ Add** button (3) appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654589086379.png)

**Figure 25: Setting Permissions 2 of 3**

1. Click the **+ Add** button (3).

*Result:*

A role and its default access permission appear:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1654589116075.png)

**Figure 26: Setting Permissions 3 of 3**

1. Click the **Role** dropdown (4) to set the role.
2. Click the **Access** dropdown (5) to set the access permission.
3. Repeat steps **4** and **5** to add additional roles and access permissions.

NOTE

For additional information about permissions, see the [Permissions](/v1/docs/permissions) article.

## 

## Troubleshooting

**Table 1** describes malfunctions that may occur when trying to create transaction data items, associate transaction data items with Webflow components, and enforce logic. The table also describes the reason/s for the malfunctions and provides possible solutions.

**Table 1: Troubleshooting**

| **Number** | **Malfunction** | **Reason/s** | **Solution/s** |
| --- | --- | --- | --- |
| 1 | Cannot create a transaction data item | The name of the transaction data item is not written according to the rules | Create the transaction data item and provide a name according to the rules described in the [How to create a Transaction Data Item?](https://kb.easysend.io/docs/setting-up-the-model#how-to-create-transaction-data-items) section |
| 2 | Transaction data items that need to be nested inside an object type transaction data item are not | - The object type transaction data item is not set to object - The transaction data items were created outside the object type transaction data item | - Set the type of the transaction data item to object as described in the [How to Create Transaction Data Items?](https://kb.easysend.io/docs/setting-up-the-model#how-to-create-transaction-data-items) section - Drag the transaction data items inside the object type transaction data item to restructure them as described in the [Field Types](/v1/docs/field-types) article |
| 3 | Cannot associate a Webflow component with a transaction data item | - The name of the transaction data item is not written according to the rules (when creating through the Properties section) - No transaction data item was selected through the Model main screen | Associate the Webflow component with the required transaction data item as described in the [How to Associate Webflow Component with a Transaction Data Item?](https://kb.easysend.io/docs/setting-up-the-model#how-to-associate-components-with-a-transaction-data-item) section |
| 4 | Autocomplete does not work | The Autocomplete Service is not connected to an integration | Configure the Autocomplete Service as described in the [Values](/v1/docs/values) article |
| 5 | A user can input information instead of choosing one a Multi-option (Static) value | The Multi-option (Static) is not used to validate | Set the Multi-option (Static) to Also use to validate as described in the [Values](https://kb.easysend.io/v1/docs/values) article |
| 6 | Cannot find the required transaction data items to connect to the Model (Computed (Service)) | Transaction data item is nested inside an object | Locate the transaction data item according to the rules described in the [Values](https://kb.easysend.io/v1/docs/values) article |
| 7 | Cannot find the required transaction data items to use as alias (Computed (Inline)) |
| 8 | Cannot find the required transaction data items to use as dynamic fields (Expression) | Transaction data item is nested inside an object | Locate the transaction data item according to the rules described in the [Values](/v1/docs/values) article |
| 9 | Cannot find the required transaction data items to use as a condition selector (Expression, Condition) |
| 10 | Computed (Service) does not work | - The Computed (Service) is not connected to an integration - The parameters of the integration are not connected to the Model - The transaction data items connected to the parameters of the integration are not Autocomplete | - Configure Computed (Service) as described in the [Values](/v1/docs/values) article - Connect the parameters of the integration to the Model as described in the [Values](/v1/docs/values) article - Verify that the transaction data items connected to the parameters of the integration are Autocomplete as described in the [Values](/v1/docs/values) article |
| 11 | Creating a condition with two or more logical expressions does not work as expected (Expression, Condition) | An operation between the logical expressions is not set or not set correctly | Set the operation between the conditions as described in the [Conditions](/v1/docs/conditions) article |
| 12 | Validation is missing | The validation is not located in the Validations screen | Please contact our support team |
| 13 | Validation is added but not implemented | The validation was added but the adding process was not completer or failed | Add the validation again until the![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/setting-up-the-model-image-hbwm8mdx.png)icon appears next the name of the transaction data item as described in the [Validations](https://kb.easysend.io/docs/validations) article |
| 14 | Cannot add roles and access permissions | Roles are not created | Create roles as described in the [Configuring a Workflow](https://kb.easysend.io/docs/configuring-a-workflow) article |

## How to Videos

To quickly learn how to setup the Model, watch the following videos.

### Conditions

To quickly learn how to use simple conditions, watch the following videos:

- Simple Condition Visibility:

[Embedded content](https://www.youtube.com/embed/fBd07aAZEN0?&amp;wmode=opaque&amp;rel=0)

- Simple Condition Edit:

[Embedded content](https://www.youtube.com/embed/eaMAa92iv4c?&amp;wmode=opaque&amp;rel=0)

### Values

To quickly learn how to use the different Value options, watch the following videos:

- Model Values - Arithmetic:

[Embedded content](https://www.youtube.com/embed/Qdu9z-DfMFE?&amp;wmode=opaque&amp;rel=0)

- Model Values - Advanced Expressions:

[Embedded content](https://www.youtube.com/embed/p99wIilUtZI?&amp;wmode=opaque&amp;rel=0)

- Model Values - Simple Expressions:

[Embedded content](https://www.youtube.com/embed/TJjNnwvQ2JY?&amp;wmode=opaque&amp;rel=0)

- Model Values - Multi-Option (static):

[Embedded content](https://www.youtube.com/embed/GZ93G3URiY0?&amp;wmode=opaque&amp;rel=0)

- Model Values - Computed Service:

[Embedded content](https://www.youtube.com/embed/sFEk6z5vZHw?&amp;wmode=opaque&amp;rel=0)

- Model Values - Computed Inline:

[Embedded content](https://www.youtube.com/embed/51daV3ipv9o?&amp;wmode=opaque&amp;rel=0)

- Model Values - Autocomplete Service:

[Embedded content](https://www.youtube.com/embed/7yLaNVJ2DYs?&amp;wmode=opaque&amp;rel=0)

### Validations

To quickly learn how to use validations, watch the following videos:

- Exact Characters Number:

[Embedded content](https://www.youtube.com/embed/NwXTmlKt89I?&amp;wmode=opaque&amp;rel=0)

- Maximum Number of Characters:

[Embedded content](https://www.youtube.com/embed/7Sk7XvLn3wU?&amp;wmode=opaque&amp;rel=0)

- Email:

[Embedded content](https://www.youtube.com/embed/ilKEbnR3GYs?&amp;wmode=opaque&amp;rel=0)

- Only Letters:

[Embedded content](https://www.youtube.com/embed/txY532rNWRQ?&amp;wmode=opaque&amp;rel=0)

- Only Numbers:

[Embedded content](https://www.youtube.com/embed/FaxCmeo-svE?&amp;wmode=opaque&amp;rel=0)

- Past Date:

[Embedded content](https://www.youtube.com/embed/qw6F7nIkgAw?&amp;wmode=opaque&amp;rel=0)

- Minimum Number of Characters:

[Embedded content](https://www.youtube.com/embed/PUEBj0p4Kls?&amp;wmode=opaque&amp;rel=0)

- Required Fields:

[Embedded content](https://www.youtube.com/embed/w_tzXzkxWDI?&amp;wmode=opaque&amp;rel=0)

- Valid Date:

[Embedded content](https://www.youtube.com/embed/grkBugUnQgQ?&amp;wmode=opaque&amp;rel=0)

- Future Date:

[Embedded content](https://www.youtube.com/embed/M6O62tXDa4M?&amp;wmode=opaque&amp;rel=0)

### Permissions

To quickly learn how to set permissions, watch the following video.

[Embedded content](https://www.youtube.com/embed/_vJRZBdW7Wg?&amp;wmode=opaque&amp;rel=0)

## Related

- [Model Overview](/model-overview.md)
- [Model Implementation](/model-implementation.md)
- [Configuring a Workflow](/configuring-a-workflow.md)
- [Workflow Manager Overview](/workflow-manager-overview.md)