Placement of Custom Components on the Bigin UI

Toppings allow you to extend the Bigin UI by adding custom components. All components are not necessarily reflect on the UI but few of them appear on the UI. The components such as buttons, links, fields, and widgets reflect on UI and require user actions to perform a specific task. This section provides detailed information about the placement of fields, buttons, links and widgets on the Bigin UI.

You can place the custom components on the modules of your Bigin account. The modules are pre-defined and included by default in the Bigin CRM. However, these modules contain multiple sections in which you can place the custom components based on your business requirement.

Custom Fields on Bigin UI

The custom fields created using a developer console appear by default on the create, edit and clone record page of a selected module. The developer console does not provide an option to select the specific page of a module. This is because the custom field is only added to capture specific information while creating or cloning a record.

For example, you can view the custom field in the following pages:

On Create Record Page

On Edit Record Page

On Clone Record Page

As per your business requirements, you can edit and manage the custom field similar to the predefined field from the Bigin account. In such case, after you create a record, view the custom field in the record's detail page, displayed column page, and field settings page.

Custom Links on Bigin UI

The custom links created using a developer console appear by default on the record's detail page of a selected module. The developer console does not provide an option to select the specific page of a module. When you add a custom link for a module, the topping generates the link dynamically for each record you create on that module.

For each record of the module, in the record's detail page, you can view the custom link under the Links section.

Custom Button on Bigin UI

The Custom Button created using a developer console appears based on the selected view while configuring the button. You can select a module and then select the specific place of that module to insert the button.

You can place the custom buttons in Bigin UI at the following places of a module:

Create/Clone page

The custom button appears while creating or cloning a record.

Edit Page

The custom button appears while editing a record.

View Page

The custom button appears on the record's detail page.

List View - Mass Action Menu (List View Page)

The custom button appears in the mass action menu when you select the records of a module in the list view.

List View - Button for each record

In the list view of a module, the custom button appears on each record.

List View - Utility Menu

In the list view of a module, the custom button appears on the utility menu.

Also, when you insert more than one custom button in the same place, a single drop-down button is created with the list of custom buttons.