Creating a Record Page
Updated
A Record Page is a customizable interface in Sprinklr’s Entity Studio that allows you to display and manage all relevant data for a specific entity — such as a Customer, Leads, or Account — in one consolidated view. It is composed of configurable widgets, allowing you to tailor each page to your specific workflows and business needs.
This guide provides a step-by-step walkthrough on how to create a new Record Page, using the Record Card List Widget as an example for widget configuration.
Step 1: Navigate to Entity Studio
Navigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section.
The Entity Manager page appears with the list of entities.
Step 2: Locate the Entity
Use the search bar to find the relevant entity (e.g., Prospect) in the Entity Manager.
Click the View icon next to the desired entity.
Step 3: Open the Record Page Tab
In the left-hand panel, click on the Record Page tab.
To create a new Record Page, click the Create Record Page icon in the top-right corner.
Step 4: Provide Basic Information
Record Page Name: Enter a name for your Record Page (e.g., “Customer 360 View”).
The API Reference ID will be auto-generated.
Click Choose Template in the bottom-right corner.
Step 5: Select a Template
You’ll be prompted to choose from the following template types:
Template Type | Description |
Standard Template | Pre-built layouts for common use cases, including basic widgets and structure. |
Existing Template | Existing record pages created for this entity, useful for maintaining consistency |
Custom Template | Fully customizable from scratch; ideal for tailored Record Pages. |
Select Custom Template as an example. After choosing a template, click Save to proceed.
Step 6: Add a Widget to the Record Page
On the Record Page builder, click the “+” icon in the layout to add a new widget.
This opens the Widget Library.
Search for Record Card List Widget and click Add Widget at the bottom-right corner.
Note: Record Pages offer a variety of widgets. In this example, we use the Record Card List widget to demonstrate how Record Pages can be configured.
Step 7: Configure the Record Card List Widget
You can see multiple configuration tabs in the right panel: Layout, Settings, Actions, and JSON.
A. Layout Tab
Field | Description |
Title | Name of the widget shown on the page (e.g., "Customer Deposits"). |
Fixed Height / Max Height (in px) | Defines fixed or maximum height for the widget (e.g., 400px or 500px). |
Include Icon | Toggle on if you want to show an icon next to the title. |
B. Settings Tab
Field | Description |
Entity Type | Select the entity the widget should pull data from (e.g., Deposit Account). |
Connected Via | Choose a relationship field that connects the record to the source entity (e.g., Customer ID). |
Entity Card | Select an entity card layout for displaying individual records (e.g., “Deposit Summary Card”). |
Filters | Toggle On to add filters (e.g., filter by Account Status or Maturity Date). |
Sort Record By | Select fields like Maturity Date or Account to determine display order. |
Empty State Placeholder | Message shown when no records are found (e.g., “No active deposits.”). |
Error State Placeholder | Message shown when widget fails to load (e.g., “Error loading data.”). |
Limit Cards to Show Upfront | Define how many cards to display initially (e.g., 10). |
Permission | Specify permission to retrieve and filter records. |
Visibility Condition | Show/hide the widget based on rules (e.g., show only if Account Type is not empty). |
Example Filter Configuration
You might want to filter deposit accounts based on the following logic:
Filter | Condition | Example |
Account Owner | Matches customer ID | |
Maturity Date | Between today and 7 days from now | |
Account Status | Not Equal to “Closed” | Only active accounts will be shown |
C. Actions Tab
Fields | Description |
Limit Actions to Show Upfront | Toggle On to control how many actions are immediately visible. |
Show Data Recency | Toggle On to show the last updated timestamp. |
Search | Toggle On to add a search bar within the widget. |
Enable Refresh Action | Toggle On to allow refreshing data from within the widget. |
Open Third Pane When Clicking Entity Card | Opens a third pane with a detailed record view when a card is clicked. |
Custom Actions | Toggle On to add actions like Initiate Guided Workflow. |
For custom actions:
Choose Button Type, Button Name, and Icon.
Select Action Type (e.g., Initiate Guided Workflow).
Provide Workflow ID.
Add multiple buttons if needed.
D. JSON Tab
For advanced users, all settings can be customized using the JSON editor.
Step 8: Preview & Save
Once the widget is configured:
Click Preview to see how your Record Page will appear to users.
Click Save & Publish at the top-right corner of the Record Page Builder to save and publish the Record Page.
Summary
You’ve now successfully created a Record Page with a fully configured Record Card List Widget. Record Pages offer deep flexibility, allowing you to customize each page with various widgets such as:
Properties Widget
Reporting Widget
Entity Controls Widget
Associated Case Conversation Widget
Task Widget
Activity Widget
Collaboration Widget
Notes Widget
