Page Layouts - Sub-Pages
Sub-pages are blocks of fields that can be used on Summary pages, List Layouts, and Forms. We recommend you group fields together on sub-pages and then to use the sub-pages to build other content. Additionally, if you only want to allow certain users to edit specific fields, you can lock the sub-page to prevent editing. One common use case is creating a sub-page for form header information, such as a logo and address.
To navigate to the Manage Sub-Pages tab:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Page Layouts link in the Company Administration column.
The Manage Page Layouts page opens.
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Select the Manage Sub-pages tab.
The Manage Sub-pages page opens.
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Follow a procedure below.
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Design pages to be tall, not wide.
Wide pages may be displayed inconsistently across different monitors.
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Design pages with the thought that they will also be used as documents.
If a page layout is saved in a PDF, it could possibly be printed.
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Change field labels from the Manage Data Fields page rather than the page layout.
Changing the label on the page layout will result in the page showing one name and the other areas of the system showing another name.
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All summary pages should contain these key items:
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All Required Fields
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Name
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Region
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Market
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Store Number
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Address
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Milestones - should be included if you will be using schedules for the entity type this summary page will be used on.
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Project Status - should be included if you will be using schedules for the entity type this summary page will be used on.
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Managers
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Related Entities - disregard for Site pages
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Issues and Escalations
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Your main Summary page should contain the Active / Inactive on the layout so that users with appropriate security can activate or deactivate an entity directly from the Summary page.
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Avoid adding individual fields directly to the Summary page. Instead, build sub-pages containing individual fields and use them to build the Summary page.
This reduces the amount of repetitive work you will need to do when building custom page layouts.
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Use headers to separate logical groups.
Sub-pages automatically have headers.
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Global pages should be copied before new pages are created.
Once you create a custom page, it will become the default page layout for its parent tab. If you want to continue using the global page in addition to the custom page, you can create a copy of the global page. To do so, create a new page, and then select the page you want to copy from the Initialize layout from existing layout field. Click here for a demonstration.
Remember
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Once custom pages are made, global pages will no longer be available, unless you clone the global page.
To do so, create a new page, and then select the page you want to copy from the Initialize layout from existing layout field.
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Changing the field label on the page layout does NOT change it anywhere else in the system.
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The selected primary table determines the fields available to be placed on the layout.
You can have different primary tables for sub pages, but realize sub page primary tables should be related in some way to the main page primary table.
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Detaching a layout from the top menu does not delete it; the Summary page will now become a sub page.
To add a sub-page layout:
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Click Add Item in the lower-right corner of the Sub-Pages table.
The Add Item window opens.
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Enter the name of the sub-page layout in the Page Layout Name field.
To learn our best practice recommendations for naming sub-pages, see our Naming Conventions in Lucernex walkthrough.
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Select the primary table this sub-page layout will pull from the Primary Table field.
If the sub-page needs to contain form fields, you need to use the Forms primary table.
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Select Yes for the Allow Edit setting if you want users to be able to edit the values in the sub-page layout.
One use case for disallowing editing is if you created a sub-page layout to use in forms. You might add a header bar, instructions, date fields, or other contents that you do not want the user to be able to edit.
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Enter a description of the sub-page layout in the Description field.
We recommend that you add descriptions to every template, layout, or field you create in Lucernex, so that subsequent administrators will understand the purpose and context of the items you create.
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If you want to initialize the layout of this sub-page from an existing layout, select the layout from the Initialize layout from existing layout field.
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Click Add.
The window closes. Your sub-page layout appears in the Sub-Pages table.
To edit a sub-page layout:
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Click Edit in the Actions column of the record.
The Edit Item window opens.
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Make your changes.
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Click Update.
The window closes. Your changes are saved.
To delete a sub-page layout:
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Click Delete in the Actions column of the record.
A dialog opens, asking you to confirm your choice.
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Click Yes.
The dialog box closes. The sub-page layout is deleted.
Best Practice for Page Layouts