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Customising Data Entry Pages

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Customising Data Entry Pages

This guide will assist you in customising data entry pages.


Whilst on a data entry page, the developer will be able to know if that page is custom or not by the links provided on the developer toolbar.


 Data Entry Page Developer Toolbar

 

In a data entry screen, if under the link “Development” there is an option “Create custom page”, it means that no custom definition file has been created yet. If there is an option “Edit custom page”, it means that a custom definition file has been created. The difference from a custom summary page is that a custom data entry page can have multiple layouts, however only one can be active at any time.

 

 Create / Edit Custom Data Entry Page Links

 

By clicking on the link “Page Designer”, the developer can create new layout files, choose which version to use, copy, delete or edit the current custom layout file.

 

 Data Entry Page Designer

Creating Custom Definition Files

In order to create custom definition files through the page designer, the developer needs to navigate to the data entry page he desires to modify in the system, and click the link “Create custom page”.

 

 Creating A Custom Data Entry Page

 

This creates an empty template of a definition file, in which the developer can override current components, or add his own.

 

 Adding New Data Entry Components

Creating Custom Layout Files

To create a custom data entry layout page, the developer must first click on the link "Page Designer", and then click on "Create New Page Version". The developer can choose a name to give this layout, since as previously stated, there can be more than one layout page (but only one active). 

 

 Creating / Editing Custom Layouts

 

This copies the release layout page, and allows the developer to add/remove sections and components, and have complete control over how the page should be viewed. The developer can also choose to copy an existing custom layout instead of the release, or delete any that are no longer in use.

 

 Adding New Data Entry Layout Components

 

The result of this change can be viewed in the newly created custom data entry page.

 

 The Newly Created Custom Page

 

In the case of having more than one custom layout page, to activate a certain one, the developer must again click on the link "Page Designer", and check the checkbox "Use This Version" of the layout that is required.

 

 Using A Layout Version

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