Personalize document pages and add fields

  • 3 minutes

A document page can be considered as a combination of list and card page components. You can personalize document pages like sales orders or invoices in the same way as you would for lists and card pages.

Screenshot of the Sales Order page showing personalize options.

Adding Fields

Up until now, we have been moving, hiding, or showing sections, fields, actions, and menus that were already available on the page. You can also add information that isn't available on the page. By clicking More on the personalization banner, you enable the possibility to add fields to a page while personalizing it.

Screenshot of the Personalization banner showing the More button.

The possibility to add data fields to the page becomes available.

Screenshot of the Personalization banner showing the +Field option.

If you click +Field, more data fields become available and are displayed on a page. It depends on the source table of the page, which fields become available.

Screenshot of the Add Field to Page menu with fields displayed.

Drag and drop the field to a specific position on the page.

Screenshot showing field modifications to the Sales Orders page.

In the previous example, the Bin Code field is dragged to the Sales Order Line page.