Configuring Different Page Layouts in Creatio

Creatio’s Freedom UI editor allows system administrators to configure different pages based on a specific field value. For instance, you can create different page layouts for the contact’s object based on the type of contact it is. Not only that, but you can also decide what ‘type’ of page layout you wish to configure.

This post will teach you how to configure different page layouts in Creatio.

For the purposes of this use case, let’s assume there are four different types of contacts:

Contact person
Customer
Employee
Supplier

We would like to configure different layouts based on each contact type. Let’s start with the simplest one, the Employee.

Step #1: Access your application within your application hub.

Step #2: Select Pages.

Step #3: Select [+ New Page].

Step #4: This is where you select which type of template you wish to use. I will go ahead and select the [Tabbed Page with Right Area].

Step #5: In the top left-hand corner of your screen, select the data source. Because we are building contact pages, we will select [Existing data source].

Step #6: Select [Contacts]. Once you have selected Contacts, all the fields that live under the [Contacts object] will be available for you to use.

Step #7: Using the Settings, define a name of your page. Since you are building pages by type, I would recommend keeping the naming convention of the defined type for that page. In this instance, it would be “Employee”.

Step #8: Let’s keep this page simple. Only add fields to this page that are needed when adding a new employee to the system. Once completed, select [Save].

Step #9: Once you have completed configuring all your different page layouts (Follow Steps 1-8), it is time to set up your settings. Using the application Hub, access your [Contacts] list view page.

Step #10: Select the [+ New] button; this will display the action items.

Step #11: Click the browser and gear icon located next to the field: [Which record to Create]. This will open the page set-up settings.

Let’s take a look at how to configure these settings to display the correct page....

Step #12: Using the [Page List] settings, select [+]. You can open a different page for portal users, however, we will stick to [All employees].

Step #13: Follow and complete the settings noted in the screenshot below. Once completed hit Save, and save again.

Note: I selected the [Default] page to the [Employee Page] you can set this page to be any page or the standard [Form] page if you wish.

Step #14: Once you have saved the configuration page, you will then be able to test your configuration. Once I select [New], I can select my type (Employee) and my new employee page should appear.