Create a record page using a template

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • After you've created your demo experience, you can create a record page from a template. A record page shows data from a table.

    Before you begin

    Role required: ui_builder_admin

    Procedure

    1. Open the main page for your demo experience.
      Figure 1. Demo Experience
      Demo Experience
    2. From the main page for your experience, select the plus (+) sign next to Pages and variants.
      Figure 2. Create a new page or variant
      Create new page or variant
    3. Select Create a new page to create a page that resides at a different URL.
    4. On the First, select a template screen, locate the Standard record template and select Use template.
      Note:
      Optionally, you could select Learn more to read about the template before selecting it.
      Figure 3. Page details
      Page details for the standard record template.
    5. In the Name field of the Page details screen, type Task record page, and select Continue.
    6. Select Looks good on the next screen.
    7. On the Tell us about your variant screen, enter a condition to determine when the page is visible.
      1. In the Parameter field, select table.
      2. In the Operator field, select is.
      3. In the Value field, enter task.
      Figure 4. Condition fields
      Parameter field with dropdown options 'table' and 'sysId', along with Operator and Value fields.
      This page is visible to users accessing a record from the Task table.
    8. Select Create.
      The visual editor opens. Here, you can begin editing your new page.
      Figure 5. New page created from Standard Record template
      New page created from template.
      Note:
      The new page includes LOTS of layout, preconfigured components, data, and modals. Additionally, it includes test values you can modify for your own particular use cases. Using templates can be a significant time-saver when creating new pages.
    9. You can select the area above the Page content pane to view information about test values included in the template.
      Figure 6. Edit test values included in the template
      Edit test values included in the template.

    What to do next

    Select the Next topic link to learn how to define audiences who can view your pages in UI Builder.