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Page Layout Version 7.18 This Documentation Is Provided Under Restrictions on Use and Are Protected by Intellectual Property Laws Page layout Version 7.18 This documentation is provided under restrictions on use and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this documentation, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. © 2021 Creatio. All rights reserved. Table of Contents | 3 Table of Contents Set up page fields 4 Add fields based on the existing columns 4 Add new columns 9 Set up page field groups 21 Set up page tabs 22 Add new element translations 23 Add dashboards as page widgets 24 Create a detail 30 Add a detail based on an existing object 31 Add a detail based on a new object 34 Create a detail to add it to a record page 36 Add an existing detail on a record page 39 Add an existing detail to a record page. 40 Edit an existing detail on a record page 42 Delete a detail from the record page 44 © 2021 Creatio. All rights reserved. Set up page fields | 4 Set up page fields PRODUCTS: ALL CREATIO PRODUCTS Add, modify, hide or delete fields on a record page in the Page Designer. You can also manage the section data structure (i.e., the list of section columns): adding a new column in the Page Designer will also add this column to the section data structure when saving the changes. When selecting a column in the page designer’s toolbar, review the list in the [ Existing column ] block first. The designer may already have the needed column ready for placement. If there is no such column, use the elements from the [ New column ] block. Add fields based on the existing columns The [ Existing columns ] block of the [ Page elements ] menu displays columns that are already available in the section. These columns may not be displayed on the record page, but they are used in the Creatio database and cannot be deleted. Some of the columns may be required on an object level: you cannot create a record in the database if you do not fill out the required record columns. The required columns are marked with an asterisk (*) (Fig. 1). Attention. All required columns must be added as fields to the record page to ensure that the record page opens correctly. Fig. 1 A required field in the Page Designer © 2021 Creatio. All rights reserved. Set up page fields | 5 To add existing columns to the page: 1. Open the relevant section, e. g., [ Requests ]. 2. Click [ View ] -> [ Open Section Wizard ]. 3. In the [ Section pages ] block of the Section Wizard: a. click [ Edit page ] if there is a single page in the section b. click the link to the relevant page if there are several pages in the section 4. Drag existing columns from the [ Existing columns ] area to the record page. The areas where you can drop the field are highlighted. The columns that are already added to the page do not disappear from the column selection field, but they become unavailable in the list of existing columns (Fig. 2). Fig. 2 Adding existing columns to a record page © 2021 Creatio. All rights reserved. Set up page fields | 6 Attention. If you add a new column to a page in the Page Designer and accidentally drop it on top of the other columns, the new column will not appear in the Page Designer's working area. Creatio will add it to the list of the existing columns instead (Fig. 3). To display it on the page, drag it from the [ Existing columns ] area to the Page Designer's working area and do not create a new column with the same name. Fig. 3 Dropping columns on top of the displayed columns in the Page Designer © 2021 Creatio. All rights reserved. Set up page fields | 7 To change the column width, drag the edge of a corresponding field. You can also change the column height in multiline text fields (Fig. 4). Fig. 4 Changing the size of a multiline column © 2021 Creatio. All rights reserved. Set up page fields | 8 To modify the column properties, highlight it and click (Fig. 5). Fig. 5 Editing columns in the Page Designer To delete a field from the page, highlight it and click (Fig. 6). Fig. 6 Deleting columns from a record page © 2021 Creatio. All rights reserved. Set up page fields | 9 Attention. Removing a field from the page will not delete the corresponding column from the section object. You can only delete object columns in the [ Configuration ] section. Read more in the developer documentation: Creatio IDE. Besides, you can only delete the columns you created yourself and only if they have not been added to object pages. Inherited columns, such as “Id,” “Created by,” etc., cannot be deleted Add new columns The [ New column ] block in the Page elements area displays the column types you can add to the section. See the type list below. © 2021 Creatio. All rights reserved. Set up page fields | 10 Column Field type on the page Example type String A text field. String fields can contain letters, numbers and other Single line fields: characters. Multiline text fields allow for line breaks and can the [ Full name ] have a variable height. String fields have several additional and [ Full job title ] parameters. Read more >>> fields on the contact page. Multiline fields: the [ Result details ] field on the activity page. Integer A numeric field that can only contain whole numbers (no The [ Duration fractional numbers). If you use an “Integer” field type on the (minutes) ] column page, the analytical data based on this field's values will be in the [ Activities ] rounded up to integers. section (does not display on the activity page by default). Decimal A numeric field that can contain fractional numbers. The [ Payment amount ] field on the invoice page. Date/Time Date/Time fields are necessary to register calendar information. The [ Start ] and [ Due ] fields on the activity page. Lookup Lets you select values from a manually created or imported list. Drop-down list The values available in the list are stored in the corresponding lookup fields: the lookups. Users can fill out lookup fields by selecting a value [ Type ] and [ Role ] from either a dropdown or the selection window. Lookup fields fields on the have several additional parameters. Read more >>> contact page. Pop-up window lookup fields: the [ Owner ] and [ Reporter ] fields on the activity page. Boolean Can contain one of the two logic values: “Yes/No.” A Boolean “Checkbox” fields, field cannot be required. such as the [ Remind owner ], [ Remind author ] fields on the activity page, etc. © 2021 Creatio. All rights reserved. Set up page fields | 11 To add new columns to the section: 1. Open the relevant section, e.g., [ Requests ]. 2. Click [ View ] -> [ Open Section Wizard ]. 3. In the “Section pages” block of the Section Wizard: a. click [ Edit page ] if there is a single page in the section b. click the link to the relevant page if there are several pages in the section 4. Select the necessary column type in the [ New column ] area and drag it to the page, similarly to working with the existing columns (Fig. 7). Dragging and dropping a new column to the section page will add a new field of the corresponding type and a new corresponding column to the database. Fig. 7 Adding new columns to a record page Attention. Adding a new field to a page and saving the changes in the Section Wizard will also add the corresponding column to the section object. Specify the parameters of the new column and the page field used to populate it. The set of available parameters may differ depending on the field type. © 2021 Creatio. All rights reserved. Set up page fields | 12 Fig. 8 [ Subcategory ] field parameters on a request page Set up “String” columns When working with string columns, you can use single-line text fields or multiline text fields. The [ Multiline text ] parameter is unique to “String” fields. Multiline text fields have variable height and are designed for larger volumes of text that might take several paragraphs, such as the [ Description ] field. If you select the [ Multiline text ] checkbox, you will be able to modify the field height in the Page Designer by dragging (Fig. 9). Leave the [ Multiline text ] checkbox clear to add a single-line text field. Fig. 9 Changing the size of a multiline column © 2021 Creatio. All rights reserved. Set up page fields | 13 You can specify how many characters a page field can contain in the [ Text length ] field. You can set the [ Text length ] field value to 50 characters, 250 characters, 500 characters or make the field length unlimited. Fig. 10 Specifying the field length © 2021 Creatio. All rights reserved. Set up page fields | 14 Note. Text field length setup for the [ Pre-configured page ] business process element in the Pre- configured Page Designer works in a similar way. Set up “Decimal” columns The “Decimal” field lets you customize the precision of decimal numbers (Fig. 11), ranging from 1 to 8 digits after the decimal point. You can also select “Integer” to change the field type to “Integer”. Select “Currency” if you intend to use the field with financial data.
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