Set up page fields

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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
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To add existing columns to the page:

  1. Open the relevant section, e. g., Requests.
  2. Click ViewOpen Section Wizard.
  3. In the Section pages block of the Section Wizard:
    1. click Edit page if there is a single page in the section
    2. 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
    gif_section_wizard_drag_existing_columns.gif

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
gif_section_wizard_drop_field_on_top.stg.gif

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
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To modify the column properties, highlight it and click btn_section_wizard_column_edit.png (Fig. 5).

Fig. 5 Editing columns in the Page Designer
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To delete a field from the page, highlight it and click btn_delete_record_on_dtl.png (Fig. 6).

Fig. 6 Deleting columns from a record page
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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.

Column type

Field type on the page

Example

String

A text field. String fields can contain letters, numbers and other characters. Multiline text fields allow for line breaks and can have a variable height. String fields have several additional parameters. Read more >>>

Single line fields: the Full name and Full job title 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 fractional numbers). If you use an “Integer” field type on the page, the analytical data based on this field's values will be rounded up to integers.

The Duration (minutes) column in the Activities 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. The values available in the list are stored in the corresponding lookups. Users can fill out lookup fields by selecting a value from either a dropdown or the selection window. Lookup fields have several additional parameters. Read more >>>

Drop-down list lookup fields: the Type and Role fields on the 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 field cannot be required.

“Checkbox” fields, such as the Remind owner, Remind author fields on the activity page, etc.

To add new columns to the section:

  1. Open the relevant section, e.g., Requests.
  2. Click ViewOpen Section Wizard.
  3. In the “Section pages” block of the Section Wizard:
    1. click Edit page if there is a single page in the section
    2. 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
    chapter_section_wizard_drag_column_to_page.stg.gif

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.

Fig. 8 Subcategory field parameters on a request page
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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
gif_section_wizard_enlarge_column_size.gif

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

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.

Fig. 11 Customizing the number precision in the “Decimal” column

Note. Lowering the precision for existing “Decimal” fields will also make the calculated data based on these fields less precise.

Set up “Date/Time” columns 

You can use the Format field to select the date format when setting up a “Date/Time” column for your section page. The Format field provides the following options:

  • “Date” - the field will only display the specified date in the corresponding format
  • “Time” - the field will only display the specified time
  • “Date\Time” - the field will display both the specified date and the time
Fig. 12 Specifying the “Date/Time” column format

When you modify the “Date/Time” column format for an existing section, the data in this column will be updated for existing records as well. If your new column format is less precise than the previous format, the data for existing records will become less precise as well. For example, if you change the “Date/Time” format to “Date”, the time data will not display. In this case, you will receive a corresponding notification from Creatio.

Note. “Date/Time” column format setup for the Pre-configured page business process element in the Pre-configured Page Designer works in a similar way.

Set up “Lookup” columns 

Fill out the “Lookup” column by selecting a value from a list. To set up this column, specify the object to use as the lookup, the lookup view and the connection type between the records in the current object and the lookup object.

Lookup object 

The list of lookup values is based on the records of an object (the “lookup object”). You can use any object as a lookup object. Depending on whether the needed object already exists, select the Select existing lookup or Add new lookup option.

If you would like to add a lookup field for an existing lookup, select the lookup object in the Lookup field. For example, select the “Contact” object as a lookup for the Owner field (Fig. 13).

Fig. 13 Selecting an existing lookup
gif_section_wizard_existing_lookup_parameters.gif

Selecting Add new lookup will add a new object to Creatio. You need to specify the new lookup object's name and title (Fig. 14):

Fig. 14 Adding a new lookup field
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  1. Title – a title that will distinguish this lookup object from other objects.

  2. Name – a database code for the new lookup object. The object name must contain a prefix. You can specify the prefix in the “Prefix for object name” (“SchemaNamePrefix” code) system setting. The prefix is set to “Usr” by default.

    Note. Saving the changes in the Section Wizard will automatically register a new lookup in Creatio and bind this lookup to the package where the wizard saves changes. The lookup name will match the one that you indicate in the Title field. You can view and modify the lookup content via the Lookups section.

Lookup view 

The lookup view determines the field type that will represent a lookup column on a page:

  • Select the “List” view to make the lookup field a dropdown (Fig. 15).

    Fig. 15 A drop-down list view of a lookup field
    chapter_section_wizard_dropdown_list.png
  • Select the “Selection window” view to make the field open a separate lookup window (Fig. 16). You can filter, edit or delete existing lookup records, as well as add new records in this window. This view is a good option if you use an object of a different section, e. g., Contacts, as a lookup.

Fig. 16 Lookup value selection window
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Cascade connection 

Select the Cascade connection checkbox in the Advanced settings area if you need to establish a connection between the records of the current section object and the object specified in the Lookup field. As a result, whenever a record is deleted from the lookup object, any linked records of the current object will be deleted as well.

The Cascade connection checkbox is usually selected for the lookup fields in detail objects: the fields that link the detail object to the section object. For example, the “Contact address” object has the Contact lookup column designed to link each address record to a specific contact. Whenever you delete a contact from the Contacts section, all addresses of that contact must be deleted as well. Therefore, select the Cascade connection checkbox for the Contact column in the “Contact address” object.

Add tooltips to fields 

  1. Open the relevant section, e. g., Requests.
  2. Click ViewOpen section wizard.
  3. In the “Section pages” block of the Section Wizard:
    • click Edit page if there is a single page in the section
    • click the link to the relevant page if there are several pages in the section
  4. Select a field that needs a tooltip and click . If there is no such field, add it.
  5. Enter the text the users are going to see in the Tooltip field of the column setup window (Fig. 17). You can add HTML markup to the tooltip. Use HTML to add bold text, lists, hyperlinks, and other formatting options.
    Fig. 17 Adding a tooltip to the field
  6. Click Save.
  7. This will add a icon to the field on the record page. Hover over it to see the tooltip (Fig. 18).
    Fig. 18 Viewing a tooltip