Pages & Page Builder#
Pages in Novaza Office are the user-facing screens where team members interact with records, charts, and forms. The Page Builder provides a drag-and-drop canvas to design fully custom layouts without writing HTML or CSS. Pages are published within a namespace and are accessible to users who have been granted the appropriate role.
Page Types#
- Record List page — displays a filterable, sortable list of records from a module
- Record Detail page — shows the full detail view of a single record with all its fields
- Dashboard page — a free-form canvas for combining charts, KPIs, and record widgets
- Form page — a standalone form that creates or updates a record when submitted
- Chart page — dedicated to a single visualization (useful for TV dashboards or embedded views)
Drag-and-Drop Canvas#
Open the Page Builder by clicking Edit on any page or by creating a new page. The canvas is divided into a grid. Drag blocks from the Block Panel on the right into any grid cell. Resize blocks by dragging their edges. Reorder blocks by dragging from the block’s handle.
Changes are saved automatically as a draft. Click Publish to make the current layout live for users.
Block Types#
| Block | Description |
|---|---|
| Record List | Embeds a module’s record list with search and filter controls |
| Record Detail | Shows all fields for a specific record, optionally in edit mode |
| Form | A custom form with selected fields from a module |
| Chart | Bar, line, pie, doughnut, or gauge chart from a report query |
| Metric | A single KPI value (e.g., “Total Open Tickets: 42”) |
| Calendar | Month/week/day calendar linked to a date field in a module |
| Map | Geographic map displaying records that have a Geometry field |
| Automation Button | A button that triggers a manual workflow when clicked |
| IFrame | Embed an external URL inside the page |
| Text/HTML | Free-form rich text or raw HTML for headings, instructions, links |
| Separator | A visual divider between sections |
| Tabs | A tabbed container that holds other blocks |
Block Spotlight#
Some block types deserve a closer look because they drive most dashboard designs:
Calendar block — binds to any date or datetime field on a module and renders a month, week, or day view. Clicking a calendar entry opens the underlying record, and dragging an event to a new slot updates the bound date field in place. Multi-day events are supported when a module exposes both start and end fields.
Map / Geometry block — renders records that contain a Geometry field (point, line, or polygon) on an interactive map. Each record becomes a marker with a popup showing configured summary fields. The viewport zooms to fit all visible records, and filters on the underlying module flow through to the map automatically.
Metric block — displays a single aggregated value derived from a report query, such as a count, sum, average, minimum, or maximum. Metrics render large and are ideal for KPI strips across the top of a dashboard. A comparison value and a colored delta arrow can be added to highlight trend versus the previous period.
Content block — a paragraph-style rich-text block used for instructions, section headers, contextual hints, and links. Content blocks hold static text and do not bind to a data source, which makes them ideal for documenting how a dashboard should be used by its viewers.
Block Configuration#
Click any block to open its configuration panel. Options vary by block type but typically include:
- Data source — which module and optional pre-filter to show
- Visible fields — choose which fields appear in the block
- Permissions — override the page-level role requirement for this specific block
- Appearance — title, padding, border, background color
Page Roles#
Each page can be restricted to one or more roles. Users without a matching role will not see the page in their namespace navigation. A page with no role restriction is visible to all namespace members.
Sharing Pages#
Pages are accessible to any signed-in workspace user whose role matches the page’s role restrictions. Share a page by sending the page URL — the recipient will be redirected through Novaza SSO and, if authorized, shown the page.