Custom Page Design screen

Lets you create a custom page in Page Builder.

Figure: Custom Page Design screen

Custom Page Design screen

Examples

  • (Example) Custom Page in Page Builder
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

How to Start

  1. Click Page Builder.
  2. On the Page Builder screen, do one of these:
    • Create a Custom Page.
      1. Click Add Row

        Custom Page screen
        .
    • Open a custom page.
      1. Click the bottom horizontal line of the row or right side vertical line of the row or column.

        Click Bottom Line
      2. Click Add Add icon.

Fields

Field Name Definition

Undo Undo icon

Function:
Undo your last procedure.

Redo Redo icon

Function:
Cancels your last undo.

Maximize Maximize Page icon

Function:
Shows the page at its maximum size.

Restore Restore Page Size

Function:
Restores the page size to the normal view.
To Open this Field:
  1. On the custom page, click Maximize Maximize Page icon.

Check In Check In icon

Function:
Locks the page so users can not change the page.
Example:
Refer to:

Check Out Check Out icon

Function:
Unlocks the page so users can change it.

Undo Check Out Undo Check Out icon

Opens this Screen:
Undo Check Out screen
Function of this Screen:
Deletes all changes made to the specified custom page and checks in the page.

Set as Home Page Set as Home Page icon

Opens this Screen:
Set As Home Page screen
Function of this Screen:
Shows the specified custom page or example page as the Portal home page.

Preview Preview icon

Function:
Shows the preview of a custom page.

Settings Settings icon

Opens this Screen:
Settings screen
Function of this Screen:
Configures the settings for your custom page in Page Builder.

Edit Style Edit Style icon

Opens this Screen:
Style Properties screen
Function of this Screen:
Specifies the look and feel for a custom page in Page Builder.

Save Save icon

Function:
Saves the changes you made on the page in Page Builder.
Example:
Refer to:

Publish

Function:
Puts an item on the AgilePoint system.
To Open this Field:
  1. Your pages must be checked in.
Example:
Refer to:

Export Export icon

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 Publish History icon

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 Security icon

Opens this Screen:
Manage Permission Groups 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 Deactivate icon

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 icon.

Activate Activate icon

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 Deactivate icon.

Clone Page Clone Page icon

Opens this Screen:
Clone Page screen
To Open this Field:
  1. Select a page.
  2. On the right side of a page, click Ellipses (...).
Function of this Screen:
Creates a copy of an existing page in Page Builder..

Bookmark Bookmark icon

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 Move To Trash icon

Opens this Screen:
Move To Trash screen
To Open this Field:
  1. On the right side of a page, click Ellipses (...).
Function of this Screen:
Deletes a page and moves to trash in Page Builder.

Add Row Add Row icon

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 Add Column icon

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 Switch To Auto icon

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 Edit Row Properties icon

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 Copy Format icon

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:

Paste Format Paste Format icon

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:

Clone Widget Clone icon

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:

Delete Delete icon

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.