Accruent provides pre-built layouts called Global Pages, which serve as the initial layout for parent tabs. These layouts provide System Administrators a foundational structure for displaying records. For instance, the layout of a Summary Page in the Summary Tab of an Entity is initially derived from a Global Page.

Since System Administrators cannot modify Global Pages, they often create Configured (custom) Pages to better meet specific needs. These Configured Pages replace the original Global Page and become the new default layout, making the original layout inaccessible.

To maintain access to a Global Page, System Administrators can create a copy while using the Configured Page.

Best Practice Recommendations

• It is recommended to copy Global Pages before creating new Configured Pages.
• Types of Pages You Can Copy:
  • Global Summary Pages
  • Global Sub-Pages
  • Global List Layouts

1. From the System Administrator Dashboard, navigate to the Company Administration section and click Manage Page Layouts.

2. Click either the Manage Summary Pages, Manage Sub-pages, or Manage List Layouts tab, then click Add Item. 

3. Fill out the required fields, then click the Initialize layout from the existing layout dropdown.  

4. A list of global templates appears. Depending on the tab selected, you will see either Global Summary Pages, Sub-Pages or List Layouts.

5. Select a Global Layout you want to copy and click Add. 

6. The new layout will appear on the table. Click Build Layout to view the duplicated Global Layout.