I. Overview
What is a custom page: through the multi-layout and multi-component capabilities provided by the system, a page that meets the individual business needs of customers can be built; and this page can be configured in the CRM application view menu and WEB application view menu.
2. Configuration Function Description
2.1 Create Custom Page
Create Custom Page Entry
Create a new custom page from the interface customization management - custom page. There are two steps to create a new custom page. The first step is basic information configuration, and the second step is layout configuration.
2.1.1 Enter Basic Information
- Page Name: 50 characters online, and cannot be empty;
- apiName: It is mainly provided for developers to use, and there are format requirements to fill in. If it is not necessary, it is recommended not to modify it (see help tips for details);
- Page Layout: The page provides 5 layout styles.
Custom Page - Basic Information
2.1.2 Layout Configuration
The interface is divided into three parts: left, middle and right:
- The left side is the component settings, and the supported components are the following types: general components (navigation components, embedded pages, business components, agency components) BI components (filters) icon collaboration components (work circles, tasks, schedules) business Components (scenes, tools) container components (grid container, tab container);
- The middle is the component display area;
- The right side is the global setting and component setting, and the corresponding specific parameters can be configured according to different components.
Custom Pages - Layout Configuration
2.2 Manage Custom Pages
In the custom page list, you can "edit" and "disable" the established custom page.
- Edit: modify the custom pages that have been established;
- Disable: This custom page is no longer used.
Tips: If you want to delete this custom page, you need to click "Disable" first, and then click Delete; if you want to enable it again, click "Enable".
