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Configure a page through UI Builder

Learn how to open the UI Builder to configure the layout of a UI page.

Ensure that you have the system administrator role in your Zuora environment.
  1. Log into the Zuora application as a system administrator.
  2. Navigate to the UI page to be configured.
  3. On the right side of the page, click the more action icon More action icon to display the applicable actions on the current page, and then click Configure This Page .
    The UI Builder page opens and displays components of the target page. The page's components are displayed on the left, and the configuration settings panel is displayed on the right.
  4. Use the configuration settings panel on the right to change the layout for the selected component on the left.
  5. To save your changes, click Save . Note that if you are configuring a published layout, your changes will be published upon saving.
  6. If the layout is not published yet, click Publish for your changes to take effect. Your layout is published as the custom view.
  7. To go back to the Zuora application UI, close the UI Builder page by clicking the close icon at the top left corner of the page.

After a custom layout is saved and published, UI users can switch between this custom view and Zuora's original system view by clicking the same more action icon as shown in the following graphic.

Switch view