Page Designer Overview
  • 08 Dec 2021
  • 3 Minutes to read
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Page Designer Overview

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Overview 

Pages are one of the many Designer Elements utilized throughout the Decisions environment. They are used as a visual showcase for data and components in Decisions. Pages can be used to do many things, including but not limited to:

  • Embed an external Web Page
  • Provide detailed views/information regarding Process Tracking
  • Display Reports and user-created Forms 
  • Act as a User Dashboard. 

As the name suggests, users can create and design Pages through use of the Page Designer via the Toolbox, Tab Editor, and Properties tabs. 

The following document delves into the various tabs and functions provided by the Page Designer. 


Designer Default View 

When the Page Designer is first launched, the Toolbox tab (located on the left) is populated with all the available Page Components that can be used to design a Page.

The default format for the blank Page is set up in a Grid format; the top Row of this Grid is divided into four separate Columns, and the bottom Row is split in two columns with the first taking up 60% of the Page's width and the second 40%.

Without selecting anything on the Page, the Properties tab can be used to adjust the size of the Page's Rows and columns, and to adjust additional visible aspects such as Background settings, and the application of CSS sheets. 

Additionally, the Properties tab is also used to edit/define values and Properties for the added Page Components. 


Icons

About Icons 
The following chart provides information on each of the Icons/Buttons that appear at the bottom of the Toolbox tab. 

IconFunction
ErrorsThis icon shows the number of Errors and Exceptions currently in the Flow. This refers to the issues that prevent Flows from executing. These exceptions can be resolved by visiting the steps in the workspace that have an exception badge (denoted by an exclamation point) or by selecting the Errors icon and using the Go To link on a line item.
Validation WarningsThis icon will show the number of Validation Warnings currently in the Flow, which are issues that do not prevent the Flow from running but could cause issues. These warnings should be made aware of and corrected if possible before using the Flow at runtime.
Support ChatThis icon allows the user to access a chat with the Support Team via a popup window in the Decisions environment.
DocumentationThis icon opens the Decisions Documentation site in another tab of the browser.
Global DebuggerThis introduces a new feature with Decisions v.7x. The Global Debugger is a Debugging interface that can see any Designer Element running in Decisions in real time.


Additional Tabs 

In addition to a Toolbox and Properties tab, the Designer offers three additional tabs. These are as follows:

TabFunction
InfoThis tab allows the user to rename the Page, provide a Description, and view some additional information regarding the Page. If Tags are configured in the Decisions environment, they can be applied or added, via this tab. Additionally, Comments and Files can be added associated with the Page as well. 
Explorer This tab is used to explore the different layers of the page. Selecting each layer highlights it in the Designer and navigates to its respective Properties tab. 
Tab Editor This tab is used to assign the behavior exhibited when a user tabs through objects on the Page. Objects can be included or removed from the tab order and can be ordered by assigning a numerical value. 

 


Top Action Bar

The following chart provides information on the Actions provided by the Top Action Bar in the Page Designer. Additionally, some of these Actions can be performed using keyboard shortcuts (as notated). 

SaveSaves the Page without closing the Designer. This action includes a window to write notes for the current Save State if needed.
Close (X)Closes the Page Designer; upon Close users are provided the option to also Save the Page and provide Notes. 
CheckpointCreates a Backup of the Page at the particular place where the checkpoint is saved, then stores it in the History Folder. This is useful when making drastic changes that could affect Page functionality and design. For more information, please visit the Creating Checkpoints article.
Undo (CTRL + Z)Reverses the last design change. 
Redo (CTRL + Y) Re-applies the previously undone design change. 
ViewAllows the user to Hide/Show Control Edges; the Control Edges refer the edges of each Component on the Page. 
PreviewProvides a preview of the Page and how it will appear at runtime. 
Dependencies Offers a breakdown of which Designer Elements the Page depends on, as well as which Elements depend on the Page.  For more information on Dependencies see Dependencies Overview.

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