Enhanced Control with Page Properties in Redwood Document Records Pages

You can now use the Configure Page Properties feature to define how page properties are conditionally applied based on the following variables:

  • User Roles

  • When is the rule applied?

  • Country (Country of Legal Employer)

  • Legal Employer

  • Business Unit

  • Document Type

  • Category

  • Subcategory

  • Tags

Note: The User Roles variable applies only to the logged-in user, whereas the other variables apply to the selected worker for whom the document record transaction is being performed. Also, the 4 variables of Document Type, Category, Subcategory, and Tags are currently not supported for page properties related to Guided Journeys and will be available in a future release.

This feature is available on these Redwood Document Record pages:

  • Document Records List Page

  • Document Records Add Page

  • Document Records Edit Page

Configure Page Properties on Document Records Page

Configure Page Properties on Document Records Page

Configuring Role Condition for Displaying Guided Journeys

Configuring Role Condition for Displaying Guided Journeys

Guided Journey Displayed for User Fulfilling Role Condition

Guided Journey Displayed for User Fulfilling Role Condition

Guided Journey Not Displayed for User Not Fulfilling Role Condition

Guided Journey Not Displayed for User Not Fulfilling Role Condition

Using the page properties editor, you can now personalize the pages based on various criteria.

Steps to Enable

For more information about how you configure page properties, see Set Property Values Using Rules.

Key Resources