Add, Delete or Rename a Page

Learn how to add, delete, or rename a Screen page.

Permissions

Your user account or group membership must have the following permissions to add, delete, and rename a Screen unless your user account has the Make this user a Super Admin setting selected:

• Screens: Edit Screens

• Screens: View Screens

See the Screens permissions or ask your Administrator for assistance.

Add a New Page to a Screen

By default, a Screen contains one page with the same name as the Screen itself. However, Process Designers have the ability to add additional pages as needed. Each page within the Screen is assigned a unique name and users can navigate to that page through the Page Navigation control.

• Pages can only be added to Form-Type Screens.

• Add a Page Navigation control to allow request participants to navigate to additional pages within a Screen.

Follow these steps to add a new page to a Screen:

1. Create or open the screen where you want to add a new page. The Screen opens in Design mode.

2. Click the Pages icon at the top of the screen to see the Pages menu.
3. Click + Create Page option to create a new page. The Create New Page screen is displayed.

4. In the Page Name setting, enter the name of the new page.

   
5. Click Save. The new page displays as a separate tab next to the current page at the top of the screen.

   
6. Click on the tab associated with a page to view that page.

7. The newly added page is also accessible from the Pages menu.

   

Edit Pages in a Screen

Pages can only be edited to Form-Type Screens.

Follow these steps to reorder pages in a screen:

1. Open a screen with multiple pages.

2. Click the pages icon to see the Pages menu and then select See all Pages.
3. The Edit Pages screen is displayed.

   
4. Click the Edit icon to change the name of the screen.
5. Click the Delete icon to delete the screen.
6. Use the Move icon to reorder the pages in this screen.

Deleting a page from a Screen cannot be undone.