Drag and drop (custom) components

Learn how to add components to pages using drag and drop.

Custom pages and menu items

The app provides custom components for three custom pages: My Wallet, My Tax Certificates, and My Tax Identifiers. We recommended that you create these custom pages as required.

To customize a page in Experience Builder:

1. Click Setup .

2. Type All Sites in the Quick Find field and click All Sites. The All Sites page appears.

   

3. From the All sites page, click Builder.

4. Click Builder. The Experience Builder page appears .

5. Click Home at the top left corner.

6. To create a new custom page, click + New Page. The page will also appear on the Menu Item.

7. Click Standard Page.

8. Select a preconfigured page from the list or click + New Blank Page.

9. Complete the prompts and click Create.

Create a custom menu

To add a menu:

1. Click Setup .
2. Type All Sites in the Quick Find field and click All Sites. The All Sites page appears.

   
3. From the All sites page, click Builder.
4. Click the customizable user profile dropdown in the toolbar .
5. From the Customizable User Profile dropdown, select Authenticated User Options.
6. Click the Edit Default User Profile Menu dropdown.
7. Click + Add Menu item.
8. Select Site Page from the Type dropdown.

   • Type a name for the menu item in the New menu Item field.

   • Select the custom page you want to use from the Page dropdown list.
9. Click Save Menu.

10. Click Publish.

Add a custom component to a custom page

To add a custom component to a custom page:

1. Click Setup .
2. Type All Sites in the Quick Find field and click All Sites. The All Sites page appears.

   
3. From the All sites page, click Builder.
4. Click Home at the top left corner.
5. Type the name of the custom page in the Find a page field, and click the custom page in the results list.
6. Click Components on the upper left side of the page. The list displays the components that you can add to the page.
7. Drag and drop the custom component on the custom page.

8. Click Publish.

9. Repeat steps 5 through 8 for remaining custom components you want to add to various pages.

Add Tax Certificates component on the My Account page

This example shows how to add the Tax Certificates component to the My Account page.

To add a tax certificate component on the My Account page:

1. Click Setup .
2. Type All Sites in the Quick Find field and click All Sites. The All Sites page appears.

   
3. From the All sites page, click Builder.
4. Click Home at the top left corner.
5. Type My Account in the Find a page field, and click My Account.
6. Click Components on the upper left side of the page. The list displays the components that you can add to the page.
7. Scroll down to drb2b_usersTaxCertificates.

8. Drag and drop drb2b_usersTaxCertificates to the My Accounts page.

9. Click Publish.