Creatio administration
This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

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 btn_chapter_mobile_wizard_new_role.png button in the [Section pages] area.

2.Populate the fields in the opened window(Fig. 1):

[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.

If lookup columns have already been added to the section, they will be available in the drop-down list of this field.

If the section has no lookup columns, a new [Type] lookup field will be automatically added in the section.

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 >>> 

[Page name] – the name of the new section page. For example, “Edit page: “Partner”.

Fig. 1 Window for adding a new edit page

scr_chapter_section_wizard_choose_account_page_type.png 

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).

Fig. 2 The [Accounts] section edit page, which is not used

scr_chapter_section_wizard_pages_in_section.png 

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 btn_com_folder_filter.png button in the right top corner of the page list (Fig. 3).

Fig. 3 Changing the column that determines the page type

scr_chapter_section_wizard_change_account_page_type.png 

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

How to set up page fields

How to set up page tabs

How to set up page details and field groups

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