Custom Pages

Overview

Custom Page represents a modernised iteration of site homepages, built upon advanced technology. These new dashboards will enhance your ability to consolidate tasks, events, and data more efficiently, enabling the curation of improved real-time information.
It also enhances user experience by seamlessly integrating the system dashboard landing page with site-specific dashboards and introduces new features such as pagination, allowing for smooth and efficient content navigation.
Our Custom pages now offer an alternative to the traditional Site Homepages. This new feature allows flexibility in choosing between existing Site Homepages and newly introduced Custom Pages as default homepages. This approach facilitates a gradual adoption of new features while preserving the option to retain older layouts. Users have the freedom to select any dashboard as the default for each site, enabling a smooth transition between established and new interfaces. This adaptable system empowers you to craft the most effective user experience at a pace that suits your needs.
Below are some of the features that Custom Pages provide, which are not available with Site Homepages:
  • Aggregate tasks or events from different sites within a single dashboard, provided the user has permission, allowing for greater customisation.
  • Create seamless user journeys by incorporating site panels to guide users effectively.
  • Pagination can be applied to panels for better organisation and navigation.
  • Contacts can be manually added to a people panel, providing enhanced flexibility in organising group contacts, as well as having a custom sort order.
Implementation of Custom Pages
Custom Pages are integrated under "Module Settings" in the site Admin section, where you can create a new dashboard using the "Add" button or through site navigation. When a dashboard is created, it initially has no permissions until administrators assign them, similar to a Site Homepage, allowing for customisation before use. Once created, you can select some basic settings for the Custom Page. Both system admins and site admins can view and edit all Custom Pages regardless of the permissions, enabling them to customise the dashboard before it becomes accessible.
Creating Custom Pages
To create a Custom Page, navigate to the specific site where you want to add the page.
Next, go to the “Module Settings” under the “Admin” section, where you can add a custom page using the "Add" button from a specific site.
Select
Add
to add a new Custom Page.
The
Add Custom page
screen appears:
Add the required information:
  • Name
    - This is the name of the Custom page.
  • Tooltip
    - This is the tooltip of the Custom page. This will be available to the system administrator when adding a new link.
  • Description
    - This is shown when viewing all within the admin section.
Additionally, to add a translation, click the Globe icon next to each field. The Translate screen opens:
Enter your translations and select
Save
.
Lazy loading feature
The 'lazy loading' feature ensures that additional content loads dynamically as you navigate. This means you won't have to wait for all content to load at once; instead, content will progressively load as you scroll, resulting in faster loading times and improved efficiency.
Add Sections
Navigate to your newly created custom page. Click
Edit dashboard
to edit the dashboard.
Then, select the
Add section
button.
A new section appears on the dashboard:
Click
Add panel
to add panels:
The
Add panel
screen opens:
One can add panels to their dashboard as they wish. Below are the available panels that you can add in your dashboard:
For information on managing dashboard permissions, click here.
Managing Custom Pages
Custom Pages and Site Homepages are integral parts of the home module and can be used interchangeably by clients within Sites. While automatic site navigation will list both Custom Pages and Site Homepages under the "Home" section, custom site navigation requires the manual addition of Custom Pages.
Automatic Site Navigation
Custom Site Navigation
The below graphic explains how Custom Pages and Site Homepages can be used interchangeably by clients within Sites for default dashboards.
Panel style updates
With version 5.9.8, we've updated the panel styles to achieve a modern aesthetic and enhance the visual appeal of the user experience. This builds on the release of version 5.9.0, which introduced avatars and panel borders.
The new 'View Details' feature makes detailed information on the panels more accessible. Redesigned panels and simplified pagination enhance the experience, offering a more compact and user-friendly interface.
An example of what the dashboard can look like: