You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Page block reference

The page block reference is under construction. The content is here, but it is missing some finishing touches.

Automation

The automation page block allows your to show manual automation scripts and workflows as a clickable button.

If you can’t see your automation scripts:
  • make sure there were no compilation errors,

  • you refreshed your page after you’ve added the scripts,

  • the trigger defined a .uiProp('app', 'compose') constraint.

Calendar

A calendar page block lets you show records on a calendar.

Supported calendar views:
  • month view,

  • week view,

  • day view,

  • agenda view.

Record event source uses a module as the data source, where each record specifies event parameters; the label, start, and end dates.

Calendar event sources enable pre-filtering.

DevNote: link QL; enable value interpolation?

Reminder event source uses your system reminders as the data source, where each reminder specifies event parameters; the label, start, and end dates.

Chart

A chart page block allows you to show your charts on the page. Refer to compose-configuration/index.adoc#charts for more details.

Content

A content page block is used to contain some static content, such as an important announcement, help text, or some contact information.

File

A file page block is used to contain a set of files (attachments), such as TOS, schedule, or a brochure.

IFrame

An iframe page block is used to embed some external website inside your application.

Make sure to keep any iframe embedding limitation in mind; we are no exception.

Metric

Metric page blocks display some calculated number based on the data in your namespace.

You can use metric page blocks to show things like the total number of leads or the months' revenue.

Configuration options:
Label

Metric label specifies what the metric shows; this is not visible to the user.

Dimension module

Dimension module specifies what module will be used as a data source.

Dimension filter

The dimension filter allows you to filter the data source to include only the records you wish to have.

Metric field

Metric field specifies what field will be used to calculate the metric. This can be one of the numeric fields or the general record count.

Metric aggregation operation

Metric aggregation operation specifies how the value is generated. You can pick one of the count, sum, max, min, or avg functions.

Metric transform value

Metric transform value specifies how the calculated value is transformed before displayed to the user. You can implement things like rounding, and percentage calculations.

Metric number format

Metric number format specifies how to format the final result. See Numeral.js for available number formatting options.

Metric prefix

Metric prefix specifies the prefix to be used when displaying the final result.

Metric suffix

Metric suffix specifies the suffix to be used when displaying the final result.

Style

The style section specifies how to style the metric when showing it to the user.

Record list

Record list page blocks display the contents of a module as a table. Record lists also provide a way of adding new, and editing or removing existing records.

You can trigger explicit automation scripts within the record list’s header. Click the "Automation" tab to select the automation scripts.

Configuration options:
Module

The module specifies what module will be used as a data source.

Hide the add record button

Hide the "Add" button; disabling the ability to add new records from this record list.

Allow inline record editing

Inline record editing is only available in record pages. It lets you edit, add, or remove records from the child record list when editing a parent record. Imagine a quote as a parent record, and a record list of quote line items as a child record list.

Prefilter records

Prefiltering allows you to filter the data source to include only the records you wish to have.

Hide search box

Disables the search box.

Presort records

Presorting allows you to specify the initial sorting. Use standard SQL syntax.

Hide paging

Hides the record list paging section.

Allow records export

Allow records export show an "Export" button on the record list to export your data.

Enable record selection

Enables record selection by providing a selection checkbox next to each row.

When using the search box on the record list, the system only includes the selected fields.

DevNote: move this somewhere else?

Record organizer

Record organizer page blocks let you define a series for columns (stages) that a record is in.

Imagine a kanban board — you can build one with record organizers.

The columns define a drag 'n drop interface.

DevNote link to QL.

Record

This page block type is only available for record pages.

Record page blocks let you access and change data related to a specific record.

You can define multiple record page blocks for a nicer field grouping.

For example, you can put contact-related information in one block, shipping-related information in another, and so on.

When selecting fields, you can rearrange these by dragging them around.

Social media feed

Currently, only Twitter feeds are supported.

Social media feed page blocks let you embed content from different social media platforms.

This can help you keep up with the client’s latest updates.

When you use a social media feed within a record page, the source can be defined by a module field.