Configure Web custom pages

Build enterprise-specific business pages with Web custom pages.

Overview

Use multiple layouts and components to build cross-object workspaces, dashboards, aggregated entry pages, and role-specific pages. Publish a page through a custom menu item in a CRM or Web app view.

Before you begin

IMPORTANT

• You need System Administrator permission.
• Define the target roles and Business Scenario.
• Confirm that required components are available.

Create a Web custom page

1. Go to Setup > Interface Customization Management > Web Custom Pages.
2. Click New.

3. Enter a Page Name of up to 50 characters.
4. Keep the suggested APIName, or follow development naming rules.
5. Select a Menu Icon and Page Layout.
6. Click Next.

Basic information field reference

Field	Description	Recommendation
Page Name	Required display name, up to 50 characters.	Use a clear business name.
APIName	Developer-facing identifier with format requirements.	Keep the generated value unless required.
Menu Icon	Preset system icon.	Match the page purpose.
Page Layout	One of seven layouts in the source material.	Select by component count.

Configure the layout

1. Drag common, BI, collaboration, business, external, or custom components onto the canvas.

2. Arrange components.
3. Configure page parameters under Global Settings.
4. Configure the selected component under Component Settings.
5. Click Save.

Layout area reference

Area	Purpose
Component panel	Lists available components.
Canvas	Previews and arranges page content.
Settings panel	Shows Global Settings and Component Settings.

Manage custom pages

Use Edit, Disable, Copy, and Assign from the page list. Assign adds the page to a custom menu item and can create that item. Disable a page before deleting it.

Management action reference

Action	Description
Edit	Modify an existing custom page.
Disable	Stop using the page.
Copy	Create a page with the same configuration.
Assign	Assign the page to a custom menu item or create an item.
Delete	Disable the page before deleting it.

Expected result

After saving, publish the page to an app view or CRM menu through a custom menu item.

Related topics

• Configure custom menu items
• Configure CRM application views
• Components and custom extensions reference