How to configure section mini pages
Mini pages enable you to add and edit section records, as well as preview them without having to open the complete record page. Configuration is performed in the Section Wizard.
Note
For more information on mini pages, please refer to the separate article. Read more >>>
To configure a mini page for a custom section:
Attention
Please note that the example below refers to a custom case. The [Requests] section was created by custom means, it is not included in the base bpm’onlne configuration.
1.Go to Section Wizard from the [Requests] section: [View] –> [Open Section Wizard].
2.Select an option when you want to use the mini page (Fig. 1):
-
[Add record] – the mini page will open when the user clicks the [Add] button in the section. The user can then open standard record page from the mini page.
-
[Edit record] – to edit the existing records (adds an “edit” button to the mini page). Enable editing by clicking the
button at the top right corner of the mini page. -
[View record] – to view the main information about the record without opening the record page (mini-page will open when you hover your cursor over the record link shown in a list).
Fig. 1 Enabling mini pages for adding and viewing section records
Note
Adding and configuring mini pages are only available in the sections containing a configured edit page.
3.Click the [Edit mini page] button.
4.Select the mini page mode. E.g., to set up a mini page for adding records, select [Add mode].
5.Click the [Edit mini page] button to switch to Mini Page Designer.
Note
The HeaderContainer element at the top of the field setup area of the Mini Page Designer is non-editable and is used for the correct display of the mini page caption.
6.Drag the necessary columns from the column selection area (the left part of the page) to the field setup area (Fig. 2). Click 
to modify column properties.
Note
Working with column properties on mini pages is similar to that of the regular section page. Read more >>>.
Fig. 2 Columns of the mini page for adding a section record in the [Requests] section
7.Click the [View mode] button and set up the fields that must be displayed in the mini page used to preview records.
8.Click the 
button to return to the Section Wizard.
9.Save the changes.
As a result, a mini page will open in the section when clicking the [New…] button (Fig. 3). When a cursor is hovered over the section record link in any list, the preview mini page will pop up.
Fig. 3 Mini page for adding a section record in the [Requests] custom section
See also
•How to configure section pages
•How to set up the start of the business process for any section record
Video tutorials
