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Record Pages

Overview

When you open a record in Grovana, the detail page is composed of tabs and widgets. Both are fully customizable per object type.

Tabs

Each record page can have multiple tabs — similar to tabs in a browser. Use them to organize different aspects of a record. For example, a Company record might have tabs for Overview, Communication, Tasks, and Files.

You can:

  • Add and remove tabs
  • Rename tabs
  • Reorder tabs by dragging
  • Set which tab shows by default

Widgets

Widgets are the building blocks inside each tab. Available widget types include:

Widget What it shows
Fields Record fields, grouped or individually
Related records Table of records linked via a relation
Emails Email history from connected accounts
Calendar Calendar events associated with the record
Timeline Activity and event history
Tasks Associated tasks
Notes Rich text notes
Files File attachments
Charts Visual data from related records
iFrame Embedded external content
Rich text Static content or descriptions

Related-record table and kanban widgets are editable by default. To make one read-only:

  1. Open the record page layout editor
  2. Select the related-record widget
  3. Turn off Allow editing under Data and display

For tables, this prevents cell editing. For kanban boards, it prevents editing cards, moving them between columns, and creating records. Role permissions still apply when editing is allowed.

Customizing a record page

  1. Open any record
  2. Press Cmd+K and search for "Edit record page layout"

or

  1. Go to Settings → Data Model → object of your choice → Layout

  2. Click the "Customize record page" button for that object

  3. You're now in customization mode:

    • Add widgets from the widget picker
    • Drag widgets to reposition them on the grid
    • Resize widgets by dragging their edges
    • Configure fields shown within each widget
    • Manage tabs — add, remove, rename, reorder

  4. Save your changes — they apply to all records of that object type

Field visibility

Within a Fields widget, you can control which fields are visible and in what order. This lets you create focused layouts — for example, showing only the most important fields on the Overview tab and putting detailed fields in a separate tab.