Creating Pages

Pages are created using the Builder interface. Each page displays a single widget and can be configured with various settings to control its appearance and behavior.

Required Information

Title: Display name for the page
Widget Type: The type of widget to display (Flow, Report, Data Grid, Dashboard, etc.)
Widget Item: The specific item to display (selected based on widget type)

Configuration Steps

1. Open Page Creation Dialog

Navigate to the Builder interface and click the "Add" button (or similar action) to open the page creation dialog.

2. Enter Page Title

Provide a descriptive title for the page. This title will be displayed in the navigation and on the page itself.

Description: This is the name displayed for the page on the Mpilot screen.

3. Enter Page Description

Provide an optional description explaining the purpose or usage of the page.

Description: This is the description used for the page on the Mpilot screen.

4. Select Page Icon

Choose an icon to visually represent the page. Icons help users quickly identify pages in navigation.

Description: This is the icon used for the page on the Mpilot screen.

5. Configure Visibility Settings

Configure how the page appears in the interface:

Hide Page in Mpilot

Toggle to show or hide this page in the Mpilot interface. When enabled, the page will not be visible to users.

Show Create Flow When Data is Empty

Toggle to show the create form directly on the page when there's no data. When enabled, users will see the form immediately instead of an empty grid.

Use Case: Useful for pages with datagrids where you want users to be able to create records immediately.

Hide Top and Left Nav

Toggle to hide the top and left navigation, keeping only the logo. This provides a cleaner, more focused interface.

Use Case: Useful for pages that should be displayed in a standalone or embedded context.

6. Link to Agent (Optional)

Associate an AI agent with the page. When an agent is linked, it enables AI-powered features and conversational interfaces.

Description: This is the agent that will be used for the page on the Mpilot screen.

7. Select Folder (Optional)

Choose a folder to organize the page. Folders help organize pages for better management and navigation.

Description: Choose the folder where this page will be organized.

Configure the widget that will be displayed on the page:

Choose the type of widget to display:

Flow: Display a workflow interface
Report: Display a report
Data Grid: Display a datagrid for viewing Object records
Dashboard: Display a dashboard with multiple components
Estimator: Display an estimator layout for price calculations
Standard Components: Display standard system components (Price Estimator, Day Ops, Audit Trail)
View360: Display a View360 layout for comprehensive record views
Flow Chain: Display a flow chain execution interface
Link: Display an external link or URL

Based on the selected widget type, choose the specific item to display:

For Flow: Select a workflow
For Report: Select a report
For Data Grid: Select a datagrid
For Dashboard: Select a dashboard
For Estimator: Select a workflow used for estimation
For Standard Components: Select from available standard components
For View360: Select a View360 layout
For Flow Chain: Select a flow chain
For Link: Enter a URL (e.g., https://example.com)

9. Save Page

Click the "Save" button to create the page. After saving:

The page is created and appears in the Builder page list
The page can be accessed from the Mpilot interface (if not hidden)
The page can be edited, cloned, or deleted as needed

Editing Existing Pages

To edit an existing page:

Navigate to the Builder interface
Find the page in the page list
Click the "Edit" icon next to the page
The page creation dialog will open with existing configuration
Make your desired changes
Click "Save" to apply updates

Cloning Pages

To clone an existing page:

Navigate to the Builder interface
Find the page in the page list
Click the "Clone" icon next to the page
A new page will be created with the same configuration
Edit the cloned page as needed

Reordering Folders and Pages

Reordering Folders

You can reorder folders in the Builder sidebar to organize your page structure:

Navigate to the Builder interface
Click the reorder icon (ArrowUpDown) in the sidebar header to enable bulk edit mode
Drag and drop folders in the sidebar tree to reorder them
Folders can be moved within the same level or to different parent folders
Click the check icon (✓) to save your changes
Click the X icon to cancel and revert to the original order

Note: The "All Pages" and "Uncategorized" folders cannot be reordered and will remain at the top of the tree.

Reordering Pages

Pages are displayed in a grid format and can be filtered by folder. To change the order of pages:

Within a Folder: Pages within a folder are displayed in the order they were created or last modified
Move Between Folders: Change a page's folder by editing the page and selecting a different folder

Best Practices

Naming Conventions

Use descriptive titles that clearly indicate the page's purpose
Include context in the title (e.g., "Customer Orders Dashboard" instead of "Dashboard")
Use consistent naming patterns across related pages

Choose widget types that match your use case
Ensure the selected widget item exists and is properly configured
Test widget functionality after page creation

Organization

Use folders to organize related pages together
Group pages by functional area or user role
Keep folder structures simple and intuitive

Visibility Settings

Use "Hide Page" for pages that should only be accessed programmatically
Enable "Show Create Flow" for pages where users frequently create new records
Use "Hide Top and Left Nav" for embedded or standalone page contexts

AI Agent Integration

Link agents to pages that benefit from AI assistance
Choose agents that match the page's purpose and content
Test agent functionality after linking

Builder Introduction - Overview of Builder and pages
Workflows Introduction - Learn about workflows used as page widgets
Datagrids Introduction - Understand datagrids used as page widgets
Layouts Introduction - Learn about layouts used as page widgets