Financial Services Creatio, sales edition
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Add an existing detail on a record page

You can add an existing detail as an element on a record page. An “existing detail” is a detail, registered in the Detail Wizard. Learn more about creating and adding new details to record pages in the “Create new detail” article.

Case

Display a previously created custom “Request for Equipment” detail on the record page of the custom [Requests] section. Learn more about how to add and configure a section in  the “Add a new section” article.

To add a detail on a section record page:

1.Open the needed section, e.g., the [Requests] section.

2.Click [View] > [Open section wizard].

3.In the [Section pages] block of the Section Wizard:

 if you have only one edit page in your section, click [Edit page]

 if you have several edit pages in your section, click the link of a corresponding page in the list (Fig. 1)

Fig. 1 Selecting a section edit page from the list

scr_section_wizard_multiple_section_pages.png 

4.Open the tab where the detail should be located, e.g., the [Equipment] tab.

5.Click [New detail].

6.Populate the detail settings window (Fig. 2):

Fig. 2 Detail settings window

scr_section_wizard_add_detail_window_equipment.png 

a.In the [Detail] field, select the detail you want to add to the page from the drop-down list.

b.In the [Caption on the page] field, enter the detail name that you want to display on the record page.

c.In the [Detail column] field, select a detail object column by which the detail records will be filtered. This is a lookup column that uses the current section object as a lookup. Usually, the name of this detail column corresponds to the section object name. For example, to connect the [Request Equipment] detail to the [Requests] section, in the [Detail column], select [Request].

Note

If the detail object can be connected to the section object by one field only, the [Detail column] field will be populated automatically.

d.In the [Object column] field, select the column of the section object, whose value will be used to filter the detail records. Usually, this is the [Id] column. This way, the detail will display only records, whose value in the [Request] column will match the value in the [Id] column of the current section record. In other words, only the equipment linked to the current request will display in the detail.

7.Click [Save] -> [Section Wizard] in the top left corner -> [Save] on the Section page in the Section Wizard.

As a result, a new [Request Equipment] detail will be added on the request page.

Modifying a detail

To change the settings of a detail or to edit the detail name displayed on the record page:

1.Open the needed section, e.g., the [Requests] section

2.Click [View] > [Open section wizard].

3.In the [Section pages] block of the Section Wizard, open the page that contains the detail for editing:

if you have only one edit page in your section, click [Edit page]

 if you have several edit pages in your section, click the link of a corresponding page in the list (Fig. 1)

4.Click the tab that contains the detail you need to edit, e.g., [Equipment].

5.Select the needed detail and click btn_chapter_content_designer_htlm_element_edit00007.png (Fig. 3).

Fig. 3 Modifying a detail displayed on the record page

chapter_section_wizard_edit_detail.gif 

Note

Modifying a detail title on a page via the [Caption on the page] field will affect only the current section.

To delete a detail, repeat steps 1-4 described above and click btn_delete_record_on_dtl00008.png (Fig. 4).

Fig. 4 Deleting a detail displayed on the record page

chapter_section_wizard_delete_detail.png 

To set up the detail page:

1.Open the needed section, e.g., the [Requests] section

2.Select any record from the section list and click [Open].

3.Open the tab that contains the detail you need to set up.

4.Click btn_com_roles_actions_menu00009.png next to the detail title and select [Detail setup] to open the Detail Wizard (Fig. 5):

Fig. 5 Opening the Detail Wizard for an existing detail

chapter_section_wizard_add_detail_record.png 

5.On the detail setup page that opens, click the [Page] tab to set up the detail page columns.

6.Click [Save] to apply the changes for the detail page.

As a result, the detail page will change and the updated detail page view will display for all records in the section.

See also

Create new detail

Set up page fields

Set up page tabs

Add mini pages

Add a BPMN business process to a section

Video tutorials

Creatio interface setup. Section wizard. Detail wizard

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