Modifying Pages

You can modify page properties, edit the layout, add notes, and duplicate pages.

These features are not available on the home page, on the Details page, on any page from which it has been disabled by the application administrator, and on shared pages on which you have been granted the read permission.

Important: Modifications you make to a shared page are visible to any other user who has access to the page.

This task shows you how to:

See Also
Sharing Pages and Managing Permissions
About My Shared Pages and My Pages

Edit a Page Title, Description, and Icon

You can edit the page properties, that is the title, description and icon of most pages.

This feature is not available on the home page, on the Details page, on any page from which it has been disabled by the application administrator, and on shared pages on which you have been granted the read permission.

Important: Property modifications you make to a shared page are visible to any other user who has access to the page.

  1. From the page you want to edit, click Modify current page > Edit .
  2. Click Modify page properties .
  3. Edit the title, the description, the icon, and click OK.

    Note: Page descriptions appear at the bottom of the navigation menu when you hover over a page title.

  4. Click Save modifications .

Edit the Layout of a Page

You can add, move and remove widgets from most pages.

This feature is not available on the home page, on the Details page, on any page from which it has been disabled by the application administrator, and on shared pages on which you have been granted the read permission.

Important: Layout modifications you make to a shared page are visible to any other user who has access to the page.

  1. From the page you want to edit, click Modify current page > Edit .
  2. You can perform the following actions to edit the layout using widgets:
    ActionProcedure
    Move a widget Drag it to the page area of your choice.
    Resize a widgetDrag the lower-right corner resize icon.
    Remove a widget Drag it to the Available widgets pane.
    Note: Removed widgets are not deleted. You can add them back to the page at any time. For more information, see below.
    Add a widgetDrag it from the Available widgets pane to the body of the page.
    Note: If all the widgets have already been added to the page, the Available widgets appears empty.
  3. Click Save modifications .

Restore the Default Page Layout

Click Modify current page > Edit > Reset layout to the default configuration .

Warning: There is no confirmation message and no undo.

Add, Edit, and Delete Notes

These features are not available on the home page, on the Details page, on any page from which it has been disabled by the application administrator, and on shared pages on which you have been granted the read permission.

Important: Note modifications you make to a shared page are visible to any other user who has access to the page.

Add a Note

You can create notes on most pages.

Tip: You can duplicate any page, except the home and the Details pages, from which this feature has been disabled and add notes to the dupe. For more information on how to duplicate a page, see last section.

  1. From the page to which you want to add a note, click Modify current page > Edit .
  2. Scroll down the page and drag a Note widget from the Custom content pane to the body of the page.
  3. On the note, click Edit .
  4. In the text editor, enter and format text.
  5. Click Save to save the note content.
  6. Optional: Drag the bottom right corner resize icon to resize the note.
  7. Optional: Repeat steps from step 2 to step 6 to add more notes.
  8. Click Save modifications .

Edit a Note

You can edit a note that you have created.

  1. From the page on which you want to edit a note, click Modify current page > Edit .
  2. On the note you want to edit, click Edit .
  3. In the text editor, edit text.
  4. Click Save to save the note content.
  5. Click Save modifications .

Delete a Note

You can delete a note that you have created.

  1. From the page from which you want to delete a note, click Modify current page > Edit .
  2. Drag the note you want to delete to the Available widgets pane.
  3. Click Save modifications .

Duplicate and Delete a Page

You can create a copy of any page except the home and Details pages. This is particularly useful when you want to make changes to a page while keeping its original version.

Duplicate a Page

You can create a copy of any page, except the home and Details pages.

From any page, except the home and Details pages, click Modify current page > Duplicate .

A copy of the page is created and is added to the My pages section of the navigation menu.

Delete a Page

You can delete pages you have duplicated and shared pages on which you have been granted the write permission.

Warning: If you delete a shared page, any other users who had access to the page will not be able to access it anymore.

  1. From the navigation menu, click the page you want to delete to open it.
  2. Click Modify current page > Delete.
  3. In the dialog box that appeared, click Confirm.

Page is deleted from your application. If the page was a shared page, any other users who had access to the page cannot access it anymore.