You can create a new page layout, such as a listing or detail page, using the default template. You can also define actions for the page header, such as navigating to another page, executing a workflow, or running custom code API. You can access the new page through a separate application or page, based on the actions and access privileges configured by the administrator. This section describes how to create a new page using the default template layout.

To create a new page

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner then go to Apps > CX Studio.
  3. Click New Page, select Blank from the Template List, and then click Next. The New Page screen appears.
  4. Enter or select values for the following fields:
    FieldDescription
    NameEnter a unique name for your page.
    Action Provider

    Select an action provider from a list. Based on your selection, the system presents custom action options to add as an action button in the page header. The Generic Provider option is available by default.

    You can add new action providers according to your requirements. Please get in touch with Conga Support to add a new action provider.

    Data Provider

    Select a data provider from a list. Based on your selection, the system displays information in the page you create. The Generic Provider option is available by default. Select Generic Provider option to display data from Conga RLP's out-of-the-box (OOTB) entity's data.

    You can add new data provider according to your requirements. Please get in touch with Conga Support to add a new action provider.

    Entity

    Search and select the entity you want to associate with your page. As you type, the application will display a list of entities corresponding to your keyword.

    For example, search for the User entity to create a list page with user data.

    DescriptionEnter a description for your page.
  5. Click Create. The Properties popup appears.
    • In the page header, you can add action buttons to perform operations such as navigating, triggering a workflow, or executing custom code. To learn more about actions, see Adding Actions to Page Header.
    • For the content, you can use different widgets like Card, Data Grid, or Details View to set the main page layout. Depending on the selected widget, the system offers options to further customize the page's appearance. To learn more about controlling layout, properties and it's characteristics, see CX Studio Lite: Managing Page Layout. 
  6. Click Publish. Your page is created successfully.

You can now access newly created page from the Page Listing page. To access a page from another page, set the page URL in the page header action of the source page. For more details on how to add actions to a page header, see Adding Actions to Page Header.