Using Page Composer to Customize Pages

The customization options available to a user are controlled by the user tasks assigned to a user’s roles in Role Manager.

  • Personalize ‒ This task enables the user to make changes that are only applicable/visible to the user who made the change. For example, hide/show fields, reorder columns in tables, reorder fields in panels, and search areas where personalization is available.

  • Customize Chain ‒ This task controls access to the global (all properties) customization level, which enables users to make changes which affect or apply to all properties.

  • Customize Property/Hub ‒ This task controls access to the Property/Hub customization level. Changes are applied or visible to users when logged in to a specific property or at the hub level.

Customization — Global / Property / Hub

Note:

Only users assigned to roles with either the Customize Chain or Customize Property/Hub tasks have access to this option.

Enabling Customization

Page Composer is enabled at the chain (global) level or for a hub/property location.

Enable customization from the Settings option on the main menu; select the radio button for either Chain (Global) or Hub/Property from the Settings page displayed and select Save. See Managing Application Settings.

Customizing Notification

The session will reinitialize and display a 'Customizing for (location) ' notification in the application header adjacent to the current business date

This figure shows the Customizing notification that appears.

Note:

If selecting Hub/Property, the customization applies to the location context —either a property or the chosen hub.

Customizing Page Panels

Search and edit any record to launch the relevant page to commence customization of the page. 

A gear icon This is an image of the gear icon is displayed in the top right of a panel that supports customization;

Adding Fields

  1. Click the gear icon This is an image of the gear icon in the panel to activate customization.

  2. To add fields click the Add Field list and select from the fields listed

  3. To add a flex field, select Flex Field from the bottom of the list and then select either Add Text, Add Number, Add Date.

  4. Select the required UDF field in the Value field properties pop-up. See Page Composer Field Property Descriptions.

  5. Click Close Customize to exit the customization mode for the panel.

Adding Flex Links

  1. Click the gear icon This is an image of the gear icon in the panel to activate customization.

  2. Click the Add Field list and select Flex Field, then select Add Link.

  3. Setup the flex link properties. See Launching External Websites using Flex Links.

  4. Click Close Customize to exit the customization mode for the panel.

Relocating Fields

  1. Click the gear icon This is an image of the gear icon in the panel to activate customization.

  2. To relocate a field in the panel hover the mouse over a field until a cross hair cursor appears, hold down left mouse key and drag field to the required location in the panel; the other fields will reorder to accommodate the new location. If a field cannot be dropped at the required location a red crossed circle icon will appear under the cursor.

  3. Click Close Customize to exit the customization mode for the panel.

Editing Field or Link Properties

  1. Click the gear icon This is an image of the gear icon in the panel to activate customization.

  2. Click the pencil icon This is an image of the edit icon on a field to launch field properties. See Page Composer Field Property Descriptions.

  3. Click the pencil icon This is an image of the edit icon on a link to launch link properties. See Launching External Websites using Flex Links.

Removing Fields 

  1. Click the gear icon This is an image of the gear icon in the panel to activate customization.

  2. Click the pencil icon This is an image of the edit icon on a field.

  3. Select No from the Display list, then click Save.

  4. Click Close Customize to exit the customization mode for the panel.

Removing Flex Links

  1. Click the gear icon This is an image of the gear icon in the panel to activate customization.

  2. Click the pencil icon This is an image of the edit icon on the link.

  3. Click Remove.

  4. Click Close Customize to exit the customization mode for the panel.

Resetting Panels

  1. Click the gear icon This is an image of the gear icon in the panel to activate customization.

  2. To reset a panel to the default layout select the Delete Customization link.

Disabling Customization

Once all panels and pages have been customized, disable customization via the Settings option on the primary menu. Select the Off from the Settings page and then click Save.

The session reinitializes and the customizing notification no longer appears.

Customization Inheritance

  • Fields added or removed at a Global (chain) level apply to all Hub or Property locations.

  • Fields added or removed at a Hub location apply to the Hub location only.

  • Fields added or removed at a Property location apply to the Property only.

Personalizing for your User

Users with the Personalize task granted to their role can personalize panels by relocating or removing fields from a panel.

  1. Click the Personalize icon (appears as a gear icon) in the corner of the panel.

  2. To remove (hide) fields in the panel, click the red X for each field you want to remove.

  3. To add (unhide) fields, click the Show Inactive link and then click the green + sign for each field you want to reactivate in the panel.

  4. To relocate a field in the panel, hover the mouse over a field until a cross hair cursor appears, hold down the left mouse key and drag the field to the required location in the panel; the other fields reorder to accommodate the new location.

  5. Click Close Personalize to exit the customization mode for the panel.

Parent topic: About Page Composer