Sales Creatio, team edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to configure section pages

You can manage edit pages via the [Section pages] block of the Section Wizard.

  • For a new section, the block contains a [Set up page] button. When you click it, a record edit page is added and you can proceed with its setup.

  • For existing sections with one edit page, the block displays the [Edit page] button. When you click it, you switch to the page edit options.

  • For existing sections with several edit pages, the block displays the list of configured pages. To switch to editing these pages, click the corresponding page name.

You can configure the list of section page fields and tabs via the Page Designer, which is a part of the Section Wizard. You can switch to the Page Designer once the section main properties are set.

Note

You can quickly proceed to customizing an existing section page by selecting the [Open Page Designer] option from the [View] menu on any section page.

The Page Designer consists of a number of blocks (Fig. 1).

Fig. 1 Page Designer

scr_section_wizard_page_designer.png 

(1) – The page elements area contains the elements that you can add to the page: new fields, existing fields and widgets.

(2) – Record profile setup area.

(3) – Connected record profile setup area (non-customizable).

(4) – Field setup area.

(5) – Tab setup area.

(6) – Setup area for details and field groups.

(7) – Workflow bar and action panel placeholders.

(8) – Tools for adding dashboards on record pages.

Note

Workflow bar is displayed on the section page if the corresponding case is set up for the section. Setting up cases is described in the business process setup guide. Read more >>>

By default, the new section page contains a record profile and the [Attachments and notes] and [Feed] tabs. The rest of page content blocks must be configured.

The record page layout is pre-configured and cannot be changed. However, you can configure

the contents of each page block, e.g., position of tabs, details and groups of fields. You can rearrange the existing connected record profiles if there are more than one of those.

Page setup includes:

After you create the first section page, you will be able to add other pages that will be displayed in the [Add page] menu. Read more >>> 

Contents

How to set up page tabs 

How to set up page fields

How to set up page details and field groups

Setting up multiple section pages

See also

Record pages

Dashboards on a record page

How to configure section mini pages

Section Wizard FAQ

Video tutorials

Section Wizard

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