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Custom Pages

Hello, is it possible to have a custom page open up a view of a particular module?

For example, I'd like to create a new organizational custom page linked on the navigation bar that opens up a custom view called "Lessons Learned Register". This would then open up a view filtered by a new request type called lessons learned - it wouldn't really matter what work item it is though.

Is there a good source of info for Custom Pages?

Many thanks.

Jonathan Barr Answered

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Jonathan, 

This can be done quite easily using Custom Pages. First, Custom Pages work just like any other customization. You need Admin permission to access Settings --> Configure and create a new Custom Page at the Organizational level (item type). Then configure it accordingly. If you want the page to point to a view, this is very easy. You will see that the Content within the Custoom Page configuration allows you to specify HTML code or a URL. Select URL and paste the URL to the desired View here.

In order to locate/create the URL, go to the module you wish to work with (i.e. Cases, Requests, Projects, etc) and create your desired View. In your case it would be "Lessons Learned Register". Once created as desired, click on the View drop down and select Share and then the Link Tab. This will show you the URL of this View. Copy this URL and paste into the Content section of the Custom Page configuration. Save, Enable Custom Page and Verify.

For further information on Custom Pages take a look at the following section in the User Manual...

http://usermanual.clarizen.com/how-to-create-custom-pages

 

Sincerely, 

Boris

Boris Krutiy 0 votes
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Hi Boris,

That's exactly what I needed, thank-you for the detailed response.

Jonathan

Jonathan Barr 0 votes
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Hi, I tried this out and noticed that when I load the new custom page it includes the left navigation bar (as well as masthead, etc) in the view. This doesn't look right, please see attachment. What am I doing wrong?

Thank-you

Jonathan Barr 0 votes
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Jonathan, 

Thank you for pointing that out. You are correct and this should be fixed. I will submit as a bug. 

 

Sincerely, 

Boris

Boris Krutiy 0 votes
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Hello Boris, I tested this and it worked great - no extra borders/frames. Looking forward to using Custom Pages!

 

Take care,

Jonathan

Jonathan Barr 0 votes
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