Pages organize the application interface and determine how users access information and functionality.
An application can contain several pages, each designed for a specific task. For example, a CRM application might include:
- an Accounts page;
- a Contacts page;
- an Account details page;
- a Dashboard page.
Pages act as containers for widgets. The page itself defines where users navigate, while widgets determine what users see and what actions they can perform.
Create a page #
To create a page:
- Open the application.
- Enable Layout edit mode.
- Select the option to add a new page.
- Enter the page name.
- Configure the available page settings.
- Save the page.
Use page names that clearly describe their purpose.
Add content to a page #
After creating a page, add widgets to display data, collect information, or let users perform actions.
A page might contain:
- a table displaying records;
- a form for creating or editing a record;
- buttons for navigation or actions;
- text or instructions;
- summary or reporting widgets.
Main and details pages #
Different pages can serve different purposes.
A main page usually shows a list, dashboard, or overview. For example, an Accounts page may display all available accounts in a table.
A details page usually displays information about one selected record. For example, selecting an account name in a table may open an Account details page.
When creating a details page, make sure that:
- the correct record is passed to the page;
- the widgets are connected to the relevant dataset;
- users have permission to view the record;
- navigation back to the main page is clear.
Organize page navigation #
Pages can be arranged to create a clear application flow.
When organizing navigation:
- use clear and consistent page names;
- avoid creating several pages with overlapping purposes;
- keep administrative pages separate from everyday user pages.
Some pages may be accessible through application navigation, while others may open only from a table, button, or linked record.
Edit a page #
To update a page:
- Open the application.
- Enable Layout edit mode.
- Hover over the page you want to change and click on Edit page.
- Update the page settings.
- Save your changes.
- Review the result.
Deleting a page may also remove access to the widgets and workflows configured on it, so review all links and navigation before confirming the change.