Customize and work with application pages

Customize the pages that make up the user interface of your application. Add custom tabs, sections, fields, and script components to maximize your application's functionality.

Access to certain features in Customization Services or Platform Services are based on your administrative privileges. See the table below to determine what kind of administrator you need to be for each feature. Learn more about Permissions for Customization and Platform Services.

Feature Permissions needed
  • Custom fields
  • Smart events
  • Smart rules
  • Smart link clicks
  • Smart link fetches
  • Business user type
  • Limited or Full administrative privileges
  • Permissions to the Customization Services or Platform Services application
  • Custom applications, including hosted files
  • Custom packages
  • Custom objects
  • Custom menus
  • Conversion and import maps
  • Email templates
  • Platform Triggers
  • Unique indexes
  • Workflows
  • Document templates

Only full administrators can edit page layouts on standard pages.
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application

Only full administrators can access Platform Services features because only they can change the behavior of Sage Intacct pages.
  • Approving the installation of custom applications with user-defined dimensions (UDDs)
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application
  • Permission to approve installation of custom applications with user-defined dimensions (granted by a different administrator)

We recommend limiting this permission to one or two admin users who control the authorization and installation of applications with UDDs.

The installation of applications with UDDs must be authorized. There might be an associated cost for the company installing the application, UDDs cannot be uninstalled after they are in use, and transaction and report processing times can increase as UDDs are added.

Clone an existing page

You add a new page based on an existing page type by cloning it. Sage Intacct does not offer an option to add a new page because all possible types of pages are automatically created with an object. This practice ensures that your page works in your application.

  1. Go to Platform Services > Objects. A list of all objects appears.
  2. Find and select the appropriate object.

    Use the Filter by application dropdown list at the top of the page to filter by custom applications.

  3. On the Object Definition page, select Pages at the top.
  4. Select the page type that you want to create, then select Clone along the same row.
  5. On the Page Editor, select inside the outer most box.
  6. In the Properties section on the left, enter a new Page name for your cloned page.
  7. Select Save.

Edit an existing page

You can edit the details of an existing page, including the details of default pages. Access the page editor from either the object definition or on the application page itself.

The page editor includes development tools on the left and a view of the page on the right. The outer most dotted line around the view of the page indicates the outer boundary of the page. The inner dotted lines indicate sections and components. The gray text next to each field indicates the field type. It does not show when the page is in use. See Add a component to a page for more details about your options.

To edit a page from the object definition:

  1. Go to Platform Services > Objects. A list of all objects appears.
  2. Find and select the appropriate object.

    Use the Filter by application dropdown list at the top of the page to filter by custom applications.

  3. On the Object Definition page, select Pages at the top.
  4. Select the page type that you want to edit, then select Edit along the same row.
  5. Make changes as needed.
  6. Select Save.

To edit a page from the application page:

  1. Go to the page in the application you want to edit. For example, to edit the New Record page for an object, go to [Application] > [Object], then select Add.
  2. In the upper right corner of the page, select Edit this page.
  3. Make changes as needed.
  4. Select Save.

Add a component to a page

Page components represent object fields or other elements that help the user in working with the page. Components include fields, sections, scripts, and HTML elements.

  1. Clone or edit an existing page.
  2. On the Page editor, find the component you want to add under Create or Available components. Available components are grouped alphabetically by type.
  3. Drag and drop the component to the area in the page where you want it. Guides in the page editor indicate where the component will be.

Component types and details

Component Details
Section

Sections add organization and structure to your page. When you have an object with many fields, help the user navigate through them by separating them into sections. You can also add a title and border to a section to group the field components together. For example, say that you have an employee profile with fields grouped into two sections: Personal information and Work history. Rather than searching through all the fields on the page, the end-user can focus on a particular section.

To add a page section:

  1. On the Page Editor, drag and drop New section into your page
  2. Select the section, then enter a Section title in the Properties section on the left.
  3. In Columns, select how many columns you want. Columns create more grouping and structure for components within the section. They also serve to reduce scrolling by visually lifting options high up the page.
  4. In Style, select the option that best suits your needs. You can use titles and borders to offset important components on the page, setting them apart from the others.
Tabs

When page sections are not enough to organize the fields in an object, you can add tabs to break up the fields into manageable chunks. For example, in an Employee Profile application, you might have fields used for personal information, for work history, and also a list of related records from quarterly reviews. You can place these fields on three different tabs.

To add a page tab:

  1. On the Page Editor, select the main page container.
  2. In the Properties section, select the Enable tabs checkbox.
  3. Select + Add tab. Add as many tabs as you want.
  4. In the Properties section, enter a Tab name.
  5. Select Move left or Move right to arrange your tabs in order.
  6. Select each tab to navigate between them, then add components to them as usual. The tab you are on is highlighted.
New fields

You can add a new standard field to an object and a page from within the page editor. Using the page editor allows you to create fields and manage the layout at the same time. You might also decide to build a basic object and add the fields to it using the page editor. Fields with advanced types require more complex settings and need to be created through the object definition.

To create a new field from within the page editor:

  1. On the Page Editor, Drag and drop New field into your page.
  2. Select a Field type, then select Next. Different options display, depending on the Field type you select.
  3. Enter a Field label and Integration name, and any other required properties for your new field.
  4. Select Save.
HTML components

When creating pages, you have extensive latitude to display information to the user by adding HTML components to the page. HTML components can include text to provide more instructions, graphics that help users understand complex concepts, or HTML with merge fields.

For example, you might have a Collections application. On the collections activity menu, you want to add information with the customer's company name and past due balance. You can do this using a combination of HTML and merge fields.

To add an HTML component to a page:

  1. On the Page Editor, drag and drop New HTML component on to your page.
  2. Select Edit on the HTML component that you added.
  3. Add static text, HTML, graphics, or merge fields in any combination in the Edit HTML window.
  4. Select Save.
Script components

Using script components, you can make your page more dynamic than the standard set of fields and HTML. Script components are written in JavaScript and can use merge fields as values. For example, in an Employee Profile application, you might include a warning message when a field is empty.

To add a script component to a page:

  1. On the Page Editor, drag and drop New < Script component > into your page.
  2. Select Edit on the script component that you added.
  3. In a text window, add merge fields and enter the script you want to run when this page loads.
  4. Select Save.
Content security policy

The content security policy (CSP) gives you another layer of defense against cross-site scripting. When you set a request for an external resource through a script element in the application or page, you need to add the URL of that element to your CSP. Adding the URL allows Sage Intacct to verify that using or displaying an external resource is intentional.

To add a URL to a CSP:

  1. On the page editor, select the main page area, the outermost frame.

  2. Pages inherit the CSP from their owning application. Alternatively, you can set the CSP on individual pages directly.

  3. In the Properties menu in the upper-left corner, select the button for the type of content you intend to add to the page. For example, if you’re referencing an external script, select Script.
  4. In the Content Security Policy window, enter the URL for the resource you’re adding. For example, if your resource is https://www.google.com/jsapi, enter https://www.google.com.
  5. Select Close.
  6. Select Save.

To view CSP violations:

  • Select Check violations from the Content Security Policy section of the Company Information page to view all CSP violations in the company.

  • Select Content security policy violations at the top of the Page Editor view of a specific page to view CSP violations for that page. The violations link only appears if a CSP violation exists.

To assign a violation to a CSP:

  1. From the list of CSP violations, select Assign CSP.

  2. Select whether to assign the URL to the company CSP or an individual page.

    The CSP identifies the source type and block all URLs that do not come from that source.

Remove a component from a page

To simplify record creation, remove infrequently used fields or fields that have a default, which do not need to initially change, such as a workflow status. You can remove fields from a page without deleting the field. The field still exists in the object, but it will not display on that page.

You can remove a component with either the drag-and-drop functions or with the smart menu.

To remove a field with drag and drop:

  1. On the Page Editor, select the component you want to remove.
  2. Drag and drop the component into the Available components section.

To remove a field with the smart menu:

  1. On the Page Editor, right-click the component you want to remove. The smart menu appears in the Properties section.
  2. Select Remove.

Synchronize a page

The Page Editor displays two options for saving your changes: Save and Save & synchronize. The Save option only saves changes to this page. The Save & synchronize option automatically repeats the same layout on other similar pages within the object.

  1. On the Page Editor, select Save & synchronize.
  2. On the Synchronize page, select the pages to which you want to apply these changes. You can also check Select all to apply changes to all similar pages.
  3. Select Save.

Delete a page

Sometimes a page can clutter an application and cannot be easily reused. In such cases, you might want to delete it. After you delete a page, you cannot restore it, so only custom pages added in development can be deleted. The delete option is not available for default pages created by Intacct.

Clear deleted pages from page selection formulas so that all your formulas run as expected.
  1. Go to Platform Services > Objects. A list of all objects appears.
  2. Find and select the appropriate object.

    Use the Filter by application dropdown list at the top of the page to filter by custom applications.

  3. On the Object Definition page, select Pages at the top.
  4. Select the Del link next to the page that you want to delete.
  5. On the confirmation dialog box, select Yes, then select Delete.