Custom pages: your own records and fields

A custom page is your own section of SmartDuke for anything you want to keep track of: equipment checks, treatment plans, site visits, gift vouchers, staff certificates. You choose its fields, whether records belong to a customer, whether it shows as a board, and who can use it. No code, no drag and drop.

Ask Duke to build it

The quickest way is to describe what you need.

1. Go to Settings and choose Custom pages (or Build your app).
2. Under Describe it, the assistant builds it, write what you want, for example: “An Assessment page with weight, body fat and goal, linked to members.”
3. Click Build with AI.
4. Duke shows what he'll create. Check it and approve.

Every change Duke makes to pages and records waits for your approval.

Start from a ready-made page

Under Ready-made pages, pick your type of business to see pages other businesses use. Click Add page and change anything you like afterwards. Tags show whether a page comes as a board (Board by …) or with a Card on Home.

Build it yourself

1. In Settings → Custom pages, click Build it yourself.
2. Under The page, fill in:
   • Name of one record, for example “Equipment check”.
   • Page name: the plural, shown in the menu. Its web address is made from it once and doesn't change.
   • Main field: every record has it, for example Name, Title or Session.
   • An Icon and a Description.
   • Linked to contacts: No, Optional (a record may be for a contact) or Yes (every record is for a contact).
3. Under How it shows:
   • Show as a board by: pick a choose-one field (like Status: To do, Doing, Done) and its choices become columns you drag records between. Or leave No board: a list only.
   • Show a card on Home: a card with how many are open, added this week and money still open.
4. Under Fields, add each field with its Label, Type, and Choices for choice fields. Tick Required if it must be filled in.
5. Under Who can use it, choose Who can see it and Who can add and edit: everyone allowed to use custom pages, or only certain roles. Owners always can.
6. Click Create page.

The page appears in the menu in a Pages group. You can move it with the menu editor.

Field types

Text, Number, Money, Date, Yes / no, Choose one, Choose several, Person (a team member), Email, Phone, Web address, and Link to a page (connects a record to a record on another custom page).

Use the page

1. Open the page from the menu and click New followed by the record name (for example New Equipment check).
2. Fill in the main field, choose the Contact if the page is linked to contacts, then fill in the Details you know. You can come back to the rest.
3. Click Add.

On the page you'll find counts At a glance, a search box, Filter (pick a field, a condition such as “contains”, “before” or “is empty”, and click Show matches) and, for board pages, a Board and List switch. On the board, drag cards between columns or use Move to… on a card.

On a customer's page, a Records card lists their records on linked pages, with a link to add one for them.

Change or delete a page

Go to Settings → Custom pages and open the page to change its fields, how it shows and who can use it. Delete this page removes every record and field on it, so use it with care.

Duke on duty can fill in pages

When Duke answers customers on WhatsApp, you can let him fill in their records on the contact-linked pages you choose. See Duke on duty.