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Setup

A setup page is a particular type of card or details page for managing set up and administration of the system.

Setup page guidelines

From the user’s perspective, the following are qualities of a well-designed setup page:

  • Has a page title that clearly identifies the scope of the setup information and options presented in the page.

  • Is optimized for overview by organizing data in FastTabs and marking relevant fields as Promoted or Additional.

  • Favors important fields by placing them in a General FastTab that comes first on the page.

  • Does not include FactBoxes but presents all its information in the page’s content area.

Setup Page Example

Task page showing setup of sales and receivables

See Also

Concepts

Card
Document
Details
Statistics