Customizing an action page for an existing integration

For this example, we want to build an action page for this microapp allowing us to call a list. Since we started with an existing integration, our data source is pre-populated.

Note:

This process assumes you added a microapp to an existing integration. For more information about adding a microapp, see Add a microapp.

Let’s build a page with a table which shows a field called Opportunities that are valued at over $100,000 from a chosen database.

Important:

A table without a personalized query exposes all records that match a table filter regardless of their relation to the end user. Your potentially sensitive data may be exposed to all microapp users.

Add the Page

Since you are starting with a blank microapp, you must create a Page with details that you want to populate the microapp.

  1. From the Integrations page, select the microapp to which you want to add the page.
  2. Select Pages, and Add New Page.
  3. Give the Page a name.
  4. Select a starting template for the page:
    • Detail
    • Form
    • Table
    • Static content

    For this example, let’s create a Form.

    The following screenshot shows what the New Page screen looks like. Data source is prepopulated since you started with a template integration:

    Add new page templates; Detail, Form, Table, Static content

  5. To set the table columns that you want your page to be prepopulated with, click Select Fields and select related field names.

    For this example, select the clear check box because we do not want these fields all showing on our page.

  6. Select Set Columns, and Add.

The new page is added to the Pages list and is ready to be configured. In the builder this page looks something like this since we selected no columns:

New action page

You can now create any page layout you require using the following customizable page elements in the builder.

Customize the page

For this example, let’s remove the existing button and add a customized table to the page.

  1. Select that Service Action button in the Components pane, and select X.
  2. Select Display on the left column, and drag the Table icon to the Components pane.
  3. Rename the table. On the right column under Table Properties type a new name in the Label field.

    For this example, we’ll call it Opportunities for Sales Management Team.

  4. To set the Data Filter, select Set Filter.
  5. Enter the Constraints for the filter, and select SAVE.

    For this example, we’ll set the constraints as shown in the following screenshot to populate the table with opportunities valued at over $100,000.

    Data filter constraints

  6. To add columns to view the data, Select the new component, select Columns on the right column, and select the + Add an item icon.
  7. For the Data Table we just added, select the Data Column from the menu, in this case amount.
  8. Select Format, and select Currency from the menu.
  9. Again select the + Add an item icon. This time let’s add name from the Data Column menu.

The table with your populated and filtered columns appears in the component pane. Rename the columns if it suits your needs. In this example there is no need to rename the columns since we are using the friendly names of the data columns. Drag the columns to reorder as needed.

Opportunities microapp page

Now you can preview this microapp and add related pages, such as a table with full details that is linked to from this page.

Also, remember to limit data exposure and manage subscribers. For more information, see Customize notifications.

Customizing an action page for an existing integration