--- title: "Create a New Screen" slug: "create-a-new-screen" updated: 2025-12-23T18:18:16Z published: 2025-12-23T18:18:16Z canonical: "docs.processmaker.com/create-a-new-screen" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a New Screen ## Create a New Screen **Permissions** Your user account or group membership must have the following permissions to create a Screen unless your user account has the **Make this user a Super Admin** setting selected: - Screens: View Screens - Screens: Create Screens See the [Screens](/v1/docs/permission-descriptions-for-users-and-groups#screens) permissions or ask your Administrator for assistance. ### Best Practices See [Screen Design Best Practices](/v1/docs/screen-design-best-practices) before creating a Screen. Follow these steps to create a new Screen: 1. [View your Screens.](/v1/docs/screens#view-all-scripts) The **Screens** page displays. 2. Click the **+Screen** button. The **New Screen** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/27aacc4d-cbe0-42d7-a4d2-fa422c39fd19.png) 3. Choose one of the following options to create a blank screen or create a screen using a template. Create a Screen using a TemplateCreate a Blank Screen 1. From the **Screen Type** drop-down menu in the first section, select one of the following Screen types: - **Conversational:** Use the Conversational type to design functional rule-based modern chat style experiences. For more information, see [Conversational](/v1/docs/screens#conversational) Screen-type. - **Display:** Use the Display type to display information or allow Request participants to download files. The Display type has limited functionality compared the Form type. For more information, see [Display](/v1/docs/screens#display) Screen-type. - **Email:** Use the Email type to compose the email body for email messages to be used with the Send Email connector. Note that the Send Email connector must be installed for this option to display. For more information, see [Send Email Connector](/v1/docs/connectors/email-connector) and [Email](/v1/docs/screens#email) Screen-type. - **Form:** Use the Form type to design interactive and complex forms. For more information, see [Form](/v1/docs/screens#form) Screen-type. This is the default value. 2. From the **Styles For The Screen Type** setting, select to use: - **Shared Templates:** Templates globally shared in your organization. - **My Templates:** Templates accessible and created by you. 3. Optionally, you can select the **Set as Default Template** option to designate a template as the default for the selected screen type. 4. In the **Name** setting, enter a unique name for the Screen. Screen names can only consist of alphanumeric characters, apostrophes ('), and spaces. This is a required setting. 5. Enter in the **Description** setting a description for the Screen. This is a required setting. 6. From the **Category** drop-down menu, select one or more [Screen Categories](/v1/docs/screens/manage-screen-categories) to associate with this Screen. To remove a currently selected Screen Category, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9f651b39-5996-46a3-b871-149289aaf512.png) icon next to the selection. This is a required setting. 7. From the **Project** drop-down menu, optionally select the [Project(s)](/v1/docs/projects) for this screen. This setting only displays Projects in which you are a member. To remove a Project that is currently selected, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9f651b39-5996-46a3-b871-149289aaf512.png) icon next to that selection.. 8. Click **Save**. Screens Builder displays the new Screen in Design mode. 9. To continue building your screen, see [Screen Builder](/v1/docs/screen-builder). 1. From the **Screen Type** drop-down menu in the first section, select one of the following Screen types: - **Conversational:** Use the Conversational type to design functional rule-based modern chat style experiences. For more information, see [Conversational](/v1/docs/screens#conversational) Screen-type. - **Display:** Use the Display type to display information or allow Request participants to download files. The Display type has limited functionality compared the Form type. For more information, see [Display](/v1/docs/screens#display) Screen-type. - **Email:** Use the Email type to compose the email body for email messages to be used with the Send Email connector. Note that the Send Email connector must be installed for this option to display. For more information, see [Send Email Connector](/v1/docs/connectors/email-connector) and [Email](/v1/docs/screens#email) Screen-type. - **Form:** Use the Form type to design interactive and complex forms. For more information, see [Form](/v1/docs/screens#form) Screen-type. This is the default value. 2. In the **Styles For The Screen Type** section, select the **Blank Template** tile. By default, this option is selected. 3. In the **Name** setting, enter a unique name for the Screen. Screen names can only consist of alphanumeric characters, apostrophes ('), and spaces. This is a required setting. 4. Enter in the **Description** setting a description for the Screen. This is a required setting. 5. From the **Category** drop-down menu, select one or more [Screen Categories](/v1/docs/screens/manage-screen-categories) to associate with this Screen. To remove a currently selected Screen Category, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9f651b39-5996-46a3-b871-149289aaf512.png) icon next to the selection. This is a required setting. 6. From the **Project** drop-down menu, optionally select the [Project(s)](/v1/docs/projects) for this screen. This setting only displays Projects in which you are a member. To remove a Project that is currently selected, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9f651b39-5996-46a3-b871-149289aaf512.png) icon next to that selection. 7. Click **Save**. Screens Builder displays the new Screen in Design mode. 8. To continue building your screen, see [Screen Builder](/v1/docs/screen-builder).