Download page CX Studio Lite: Managing Page Layout.
CX Studio Lite: Managing Page Layout
The CX Studio Liteis a powerful tool that allows you to customize the appearance and functionality of entity record pages and record detail pages in a user-friendly manner. It provides a drag-and-drop interface, making it easy to control the layout and placement of various components.
You can modify the layout of any basic business object or entity as well as a customized entity.
Key features of thePage Layout Editor:
Configure Entity Information on Grid View: Determine the specific fields and data that are displayed when viewing a list of records. You can choose which attributes or properties of an entity (such as an email or a contact) are shown in the grid view.
Manage Record-Level Entities: Manage the appearance and behavior of individual records or entities.
Related Lists (Sections): Related lists are typically used to display records related to the current record being viewed. For example, if you are viewing a customer record, related lists could include their orders, contacts, or support cases. TheCX Studio Liteenables you to manage these related lists, including which related entities are displayed and the ordering of the lists.
Define Rules for Individual Actions and Fields: Define rules for action, section and field within a record. Like you can control which fields are visible, editable, or required when viewing or editing a specific record.
CX Studio Lite UI Overview
The CX Studio Lite user interface has two main areas:
Page Header: Allows adding customized actions in the page header as well as defining rule based on user role.
CARD: Allows using 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.
Select one of the following topics for more information on the options and actions available on the user interface: