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.
note
The Custom Pages will automatically be available under the site admin section if you have access to site homepages already. Dashboard will need to be created and permissioned before end users can view it.
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.
note
We encourage our users to explore our new custom pages to take full advantage of the modernised dashboard's benefits. While we recommend transitioning to our new Custom Pages over time to benefit from enhanced features and improved performance, this will be a gradual process. You won't need to update all your existing site homepages immediately. Rest assured, when the time comes for when full migration is required, we will let you know. This transition will take place after we introduce new panels. It's important to note that these new panels will be created with a different approach and may not be identical to the old ones.
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.note
- Custom Page set as default cannot be deleted or archived if there are no alternative default permissions available for the user group.
- If an administrator without site admin rights edits a dashboard, the site name will be hidden from their view.
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.
note
A custom Page can also be added through site navigation.
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:
note
You can also take advantage of the new data visualisation features including custom sort order, User Lookup Columns and Advanced Date Filtering features with Custom Pages by contacting support for this feature to be enabled.
For information on managing dashboard permissions, #.
note
- As of the June 2025 release, the pagination will be automatically applied to the pages.
- While we haven't modified most of the underlying code (except for pagination), we have made CSS changes that may affect custom code on custom pages. Please review these changes to identify any potential impacts.
Edit a Header section
Header sections allow administrators to add a header image to the top of a Custom Page, enabling visual branding without any coding or custom CSS.
note
Header images must be in JPEG or PNG format, with a maximum file size of 5 MB. Accepted dimensions range from 800–1920 pixels in width and 100–600 pixels in height; images outside these limits cannot be uploaded.
Adding a Header Image
- Open the Custom Page in Edit mode.
- Select the Header section and choose the option to upload an image.
- Upload a JPEG or PNG image that meets the supported size and dimension requirements.
- Once uploaded successfully, a preview of the image is displayed in the Edit header section modal.
Display Options
After uploading an image, you can choose how to display it with several available options.
- Original width- Displays the image at its original uploaded width. The image appears at the top of the header section without stretching.
- Extended width- Stretches the image across the full available width of the browser window. The image dynamically resizes as users resize or zoom their browser window. This option extends beyond the Custom Page content area to the full Collaborate view.
- Trim to content width- Trims the image to fit exactly within the Custom Page content width. Useful when an image is wider than the content area but should not stretch across the full browser width.
The
Display in
control allows administrators to determine which device categories will show the header image: - All devices (default)
- Desktop and tablet only
This allows large header images to be hidden from mobile devices where screen space may be limited.
Select
Done
to close the configuration, then save
the page to apply changes. Once saved, the header image will be visible to end users with panels overlaid.
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.
note
With the release of 5.9.8, Custom Pages will be available in Site templates, allowing them to be included when importing and exporting sites.
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:
