Designing Card and Document Pages

The card page type displays selected fields from an underlying table. The document page type is very similar in structure to the card page, but in addition to fields, it also includes a part that includes another page, called a sub-page.

Card pages

You design card pages when you want to enable users to view, create, and modify records (master and reference data) in a table, such as a customer, vendor, or item.

Document pages

Design document pages when you want to represent a transaction or other important event in the domain of business. Document pages are the computerized counterpart to paper-based documents, such as quotes, invoices, orders, and so on. As such, document pages often have associated workflow or audit trail requirements.

Associate with a list page

Both page types are typically associated with list pages (like the customers or sales orders list) that uses the same table as their source. From the list page, users can select a record and open it the card or document page for viewing and editing.

Customizing a card and document pages from the client

In the client, users can personalize card pages by rearranging or hiding content as they like. For more information, see Personalizing Your Workspace.

As a developer or administrator, you can use Designer to customize a card and document page the same way that individual users personalize their own work spaces. The difference is that changes you make are applied to all users. For more information, see Use Designer.