Set up a homepage

Level: beginner

Homepages aggregate the dashboard information for each workplace. Open the homepage from the side panel.

Out of the box, Creatio includes homepages for all pre-configured workplaces: "Sales," Marketing," "Service," etc. The homepages are displayed in the side panel at the top of the workplace section list. You can edit the content of existing homepages and create new homepages using no-code tools.

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You can set up only one homepage per workplace but you can use a single homepage that has several workplaces.

Homepage setup is performed by the system administrator or by a user that has the "Can manage configuration elements" ("CanManageSolution" code) operation permission. You can go to the homepage setup in multiple ways depending on whether you need to create a new or edit an existing homepage.

Edit homepage

1. Load an existing homepage.
2. Click → "Edit page" (Fig. 1).

Fig. 1 Opening the homepage editor

This will open the homepage editor. Read more: Set up the homepage content.

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You can also open the homepage editor from the relevant workplace. To do this, select a relevant page from the Home page list and click .

Add a homepage

1. Click → System designer.
2. Click "Workplace setup" in the "Set up view" block.
3. Open the relevant workplace or create a new workplace.
4. Select the relevant homepage in the Home page list or click the button to create a new homepage (Fig. 2).
5. Enter the name of the homepage and the unique code that will help you to find the page in the list of configuration elements.
6. Click Save.

Fig. 2 Creating a workplace homepage

This will add a homepage to the workplace.

Copy a homepage

1. Click → System designer.
2. Click "Workplace setup" in the "Set up view" block.
3. Open the relevant workplace or create a new workplace.
4. Select the relevant homepage in the Home page list and click (Fig. 3).
5. Enter the name of the homepage and the unique code that will help you to find the page in the list of configuration elements.

Fig. 3 Copying a workplace homepage

This will copy the page. You will be able to edit it later. Read more: Set up the homepage content.

Delete the homepage

1. Click → System designer.
2. Click "Workplace setup" in the "Set up view" block.
3. Open the relevant workplace.
4. Clear the Home page field.
5. Click Save.

This will hide the homepage from the workplace. You will be able to add this homepage or a different homepage to the workplace in the future. Read more: Add a homepage.

Set up the homepage content

Set up homepages with no-code tools.

We recommend to structure the homepage layout first with necessary elements and then move on to their setup. You can resize the dashboards and move them. Other elements will shift to the side automatically (Fig. 4).

Fig. 4 Setting up the homepage

To edit the homepage name, click in the top panel, enter the needed value in the Title field and click Save.

To add a new element to the page, drag it from the left panel to the page designer's working area.

To copy an existing element, select it and click or press the Ctrl+C keyboard shortcut. To paste the element, press the Ctrl+V keyboard shortcut. Creatio will place the copy below the original element.

To set up an element, double-click it or select the element and click .

To apply the changes, click Save.

Set up homepage dashboards similarly to section dashboards. Read more: Set up dashboards.

Unique features of the homepage dashboards

• For charts with multiple series, you can customize the header color and series color separately. Use the Chart color and Style fields to do this, respectively (Fig. 5).

  Fig. 5 Setting up a chart with several series

  

• You can select from several fill options in the Chart style field for "Metric" and "Chart" dashboard heading (Fig. 6).

  Fig. 6 Setting up the chart header style

  

• The "Pie chart" type is replaced with the "Doughnut chart" type. Set up this chart similarly to the pie chart (Fig. 7).

  Fig. 7 A doughnut chart

  

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See also

Set up workplaces