View Custom Pages

After you create Custom Views, they are listed under the respective dashboards.

Custom UI Views that are not specific to Documents or Item types can be viewed from the Custom Views dashboard.

Before you start

You should have required permissions to access Custom Views dashboard.

Custom UI Views

To view all custom UI views:

Here's what to do

1. Click Menu () and then click Operations.
2. Click Custom Views .
   All the non-contextual custom views appear in the Custom Views dashboard.

   

   Note: The contextual custom views are not listed under the Custom Views dashboard.
3. Click View ().
   The custom view appears in an iFrame view.

Contextual Custom Views

Custom Views associated to Document and Item types can be accessed from the Documents and Items dashboard.

4. To access contextual document pages, go to the Documents dashboard.
   An Open Custom View icon appears next to the selected Document types.

   

5. Click Open Custom View ( ).
   Note: By default, Open Custom View icon is disabled. To enable it, set the Status attribute to Enabled when you create a custom view.
   An embedded custom view for the given URL is displayed in an IFrame view.

   

6. To access contextual Item pages, go to the Items dashboard.
   An Open Custom View icon appears next to each of the selected Item type.

   

7. Click Open Custom View ( ).
   An embedded custom view for the given URL is displayed in an iFrame view.

   You may have more than one custom view defined for a single document type or single item type. For such scenarios, the Open Custom View icon turns into a drop-down list and shows the list of custom views associated to the selected document or item type.

   The following image illustrates a Purchase Order document with multiple custom views.

   

   A drop-down icon next to the Open Custom View shows two different custom views associated to a single Purchase Order document.