Page Configuration Settings

Page Configuration Settings

You can customize certain screens in your application to suit the needs of your organizational process. You can choose the fields which are essential for your process, set their properties, and placement in the page.

To customize the page:
  1. Navigate to Setup > Customization > Layouts.
  2. Select a tab and click the section you want to customize.
  3. In the section builder page, drag and drop the required fields from the Fields tray and click Save.
The following are the actions that can be performed for each section:
  1. Add sections: Add a new section by dragging and dropping the New Section tile from the Fields tray. You can add fields to the section thus newly added. Fields can be added only inside a section.



  2. Reposition fields: The fields can be moved within a section as well as between sections. You can move a section by hovering over the section header and dragging it (see screenshot below) to the desired location within the page. A field that is greyed out cannot be moved.



  3. Rename labels: The field and section name labels are editable.
  4. Delete: You can remove a section by clicking the Delete [] icon.
Besides the modification options mentioned above, there are others which can be viewed by clicking on the more options [] icon for a field.
  1. Edit: You can set certain properties for the field. Some properties will remain non-editable and these fields will be greyed out. The details about the Display Type are given in the next section.



  2. Remove: You can delete the field.
  3. Info: You can view the details of the field such as enumeration properties.
  4. Lookup properties: You can set the properties for the lookup fields. See the details in the next section.

Lookup properties

The following properties can be set for a lookup field:


Mandatory: Whether a value is required for the field or not.
Display Type: Indicates in which pages (e.g. Create page, Edit page, and View page) the field will be displayed.
Search By: Select the criteria based on which the field value should be searched.



Enable Quick Create: Selecting this check box will enable the user to create a new field value if one doesn't exist.



Developer Defined Results: Selecting this checkbox will display the search results based on pre-defined conditions. If it is left unchecked, then the user defined values as specified in Search Results field will be shown in the search results.
Search Results: Select what values you want to see in the search results. For instance, you can specify whether you to see the search result for a customer with values First Name Last Name Email or First Name Last Name.



Customize Mobile Screens

Customize the layout of your mobile screens as per your needs and work with only those fields which are essential for your work order process.
  1. Navigate to Setup > Customization > Layouts.
  2. Select the Mobile tab and click the section you want to customize.
  3. Click the name of the section you want to customize.
  4. In the screen builder page, drag and drop the required fields from the Fields tray and click Save.
    Move the toggle button to enable or disable the customization.


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