Design Mode Basics

Design Mode allows you to customize the program to better meet your organization’s needs. You can add pages to the program, tabs and sections to pages, buttons and links to existing and new pages, and much more. You can also edit existing pages, tabs, sections, buttons, and other items, and you can control access to the various areas of the program.

Before you work in Design Mode, it is helpful to understand the program’s anatomy. This section focuses on the user interface components to help you work in Design Mode.

Note: We recommend you save a copy of the XML before you make any changes so you can revert to the original XML to undo changes if you need to.