You can assign pages to the user roles defined for your application. You can assign different pages for different roles. The users can view the business application interface based on the pages assigned to the user roles.
1From the Explore page, open the business application.
2On the Pages tab, click Refresh to load the latest assets.
3Select a business entity.
The list of pages associated with the business entity appear.
4On the Create tab, click Add Page.
A blank row appears.
5To add a page, click the asset picker.
The Select a page dialog box appears.
6Select a page, and click Select.
The selected page appears in the row.
7To assign user roles to the page, click the down arrow and select one or more user roles.
8Click Save.
9On the View and Edit tab, repeat the steps 4 to 8.
10To reorder the pages in the list, drag a row to the required level.
When you assign multiple roles to a user, and assign different pages to each user role, the page that lists on top of other pages assigned to the user role or user appears.
Based on your data model and business needs, you can use different types of pages in your application. You can use a page to create records and another page to view and edit records.
You can use the following types of pages:
•Predefined. A page that contains all the fields of a predefined business entity. You can use the predefined Create page to create records, and the predefined View and Edit page to view and edit records. If you disable a field in a business entity, the field doesn't appear on the predefined page when you create, view, and edit records in a business application. The name of a predefined page has the suffix _OOTB. For example, the name of the predefined page to create records for the Person business entity is Person_Create_Page_OOTB.
•Autogenerated. A page that the system generates when you create, view, and edit a record. An autogenerated page contains all the fields that you enable for the business entity. When you start creating a record, the system generates a Create page. After you submit the record, the system generates a page that you can use to view and edit records. By default, the autogenerated pages are assigned to all the users in the organization. You can't edit an autogenerated page. The name of an autogenerated page has the suffix _Autogenerated. For example, Person_Create_Page_Autogenerated.
•Custom. A page that you define. You can configure a page with tabs, panels, sections, and fields.
Note: If you customize a predefined business entity with additional fields or field groups, use an autogenerated page or a custom page to include the additional fields or field groups.
Role-based access for pages
Based on your business needs, you can assign pages to different user roles. You can use different pages for creating records and for viewing and editing records. The users see the pages assigned to their user roles.
When you do not assign any page to a user role for a business entity, the business application displays the following pages for the user role:
•To create records. An autogenerated page appears.
•To view and edit records. An autogenerated page appears if custom pages are not available for the business entity. If an unassigned custom page is available for the business entity, the unassigned page appears. If multiple unassigned pages are available for the business entity, the first listed unassigned page appears.
When you assign multiple roles to a user, and assign different pages to each user role, the page that lists on top of other pages assigned to the user role or user appears.
Note: After you upgrade your business application to May 2021 release, the last assigned pages continue to appear for a user. After you assign a page to a user role, the role-based access becomes effective for the pages.