Custom Page Design screen

Undo

Function:

Undo your last procedure.

Redo

Function:

Cancels your last undo.

Check In

Function:

Locks the page so users can not change the page.

Example:

Refer to:

• (Example) Create a Custom Page in Page Builder

Check Out

Function:

Unlocks the page so users can change it.

Undo Check Out

Function:

Deletes all changes made to a custom page since the last check in.

Set as Home Page

Function:

Sets a custom page as your home page in the Page Builder.

Preview

Function:

Shows the preview of a custom page.

Settings

Opens this Screen:

Settings screen

Function of this Screen:

Configures the settings for your custom page in Page Builder.

Edit Style

Opens this Screen:

Style Properties screen

Function of this Screen:

Specifies the look and feel for a custom page in Page Builder.

Save

Function:

Saves the changes you made on the page in Page Builder.

Example:

Refer to:

• (Example) Create a Custom Page in Page Builder

Publish

Function:

Puts an item on the AgilePoint system.

To Open this Field:

1. Your pages must be checked in.

Example:

Refer to:

• (Example) Create a Custom Page in Page Builder

Export

Function:

Downloads a custom page as a JSON file to your local machine.

To Open this Field:

1. Select a page.
2. On the right side of a page, click Ellipses (...).

Publish History

Opens this Screen:

Publish History screen

To Open this Field:

1. Select a page.
2. On the right side of a page, click Ellipses (...).

Function of this Screen:

Shows all the versions of the specified custom page.

Security

Opens this Screen:

Manage Security screen

To Open this Field:

1. Select a page.
2. On the right side of a page, click Ellipses (...).

Function of this Screen:

Specifies the users and groups who are page owners, page designers, or page viewers.

Deactivate

Opens this Screen:

Specifies to deactivate the page.

When you deactivate the page, you can not set this page as a home page.

To Open this Field:

1. Select a page.
2. On the right side of a page, click Ellipses (...) > Activate .

Activate

Opens this Screen:

Specifies to activate the page.

You can set the page as a home page only if your page is active.

To Open this Field:

1. Select a page.
2. On the right side of a page, click Ellipses (...) > Deactivate .

Bookmark

Function:

Adds a page to a bookmark for easy access.

To Open this Field:

1. Select a page.
2. On the right side of a page, click Ellipses (...).

Move To Trash

Function:

Deletes a page and moves to trash in Page Builder.

To Open this Field:

1. On the right side of a page, click Ellipses (...).

Add Row

Function:

Creates a row for a custom page to add a widget .

To expand or reduce height of row, position the cursor over the bottom horizontal line so the line becomes red line. Click and drag the bottom line downward to increase row height or upward to decrease height.

To Open this Field:

1. Click the bottom horizontal line of the row.

Add Column

Function:

Creates a new column for a custom page to add a widget.

To expand or reduce width of column, position the cursor over the right side vertical line so the line becomes red line. Click and drag the boundary on the right side of the column until the column is the width that you want.

To Open this Field:

1. Click the right side vertical line of the row or column.

Switch To Auto

Function:

Change the row height or column width to automatically fit the contents.

To Open this Field:

1. Do one of these:
   • Click the bottom horizontal line of the row.
   • Click the right side vertical line of the row or column.

Add Widget

Opens this Screen:

Pick a Widget screen

Function of this Screen:

Specifies a widget to add in a custom page.

Edit Row Properties

Function:

Row Properties screen.

To Open this Field:

1. Click the bottom horizontal line of the row.

Function of this Screen:

Configures the properties, borders, margins, padding, and background of a row on a custom page.

Copy Format

Function:

Copies the format of a row, column, or widget on your custom page.

To Open this Field:

1. Do one of these:
   • Click the bottom horizontal line of the row.
   • Click the right side vertical line of the row or column.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

Paste Format

Function:

Pastes the copied format on the row, column, or widget.

To Open this Field:

1. Do one of these:
   • Click the bottom horizontal line of the row.
   • Click the right side vertical line of the row or column.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

Clone Widget

Function:

Creates a copy of an existing row, column, or widget on your custom page.

To Open this Field:

1. Do one of these:
   • Click the bottom horizontal line of the row.
   • Click the right side vertical line of the row or column.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

Delete

Function:

Deletes a row or column from a custom page in Page Builder.

To Open this Field:

1. Do one of these:
   • Click the bottom horizontal line of the row.
   • Click the right side vertical line of the row or column.