Setting up multiple section pages
You can set up several edit pages for a section, for example, separate pages for different contact types.
How to add section pages
To add edit pages to section:
1.After you set up the first page, click the button in the [Section pages] area.
2.Populate the fields in the opened window(Fig. 1):
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[Which field will determine the page layout?] – select the field, whose values will determine which page should be used for each record. For example, in the [Accounts] section, you can set up different edit pages fro different types of accounts: customer, partner, supplier, competitor, etc.
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If lookup columns have already been added to the section, they will be available in the drop-down list of this field.
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If the section has no lookup columns, a new [Type] lookup field will be automatically added in the section.
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Select the value of the "..." field for which the new page will be used – the value of the lookup field specified at the previous step. You can specify which page to use for each value in the lookup.
Note
For new sections, populate the corresponding lookup with values in advance to have the needed values for the [Select the value of the "..." field for which the new page will be used] field. Read more >>>
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[Page name] – the name of the new section page. For example, “Edit page: “Partner”.
3.Click the [Continue] button. The Content Designer page will open.
4.Configure the added page. Setting up additional section pages is performed similarly to setting up the first page.
How to delete a section page
To stop using the configured page in the section, delete the value in the [Values of the “...” lookup] column in the [Section page] area. After you delete the data, the field will be automatically set to the “Not used” value. The page will be saved, but will not open for users (Fig. 2).
How to modify the column that determines the page view
To modify the column that determines the page view:
1.In the [Section pages] area, click the button in the right top corner of the page list (Fig. 3).
2.In the opened window, select the new lookup field.
After you change the column, the [Values of the “...” lookup] field value will be set to “Not used” for all edit pages configured earlier.
3.Specify the selected lookup values that will use the configured edit pages.
See also