Most ERP systems arrive with a fixed set of screens designed for general use. They work well for standard processes, but rarely align with the unique workflows your finance, operations, or customer service teams actually follow. When a mismatch happens, teams resort to workarounds—external spreadsheets, manual lookups, or toggling between multiple modules just to complete a single task.
ERP custom page development in Onfinity ERP removes that friction. It allows teams to build interfaces that consolidate information, automate repetitive actions, and surface the right data at the right time. Pages can be linked to menu items or triggered from buttons on existing records, giving users flexible access without cluttering the interface or requiring third-party tools.
Building Pages That Open From Menus or Buttons
Custom pages in Onfinity ERP can be launched in two ways: directly from the main menu as standalone taskbar items, or from buttons placed on existing screens like customer master or order entry forms.
When a page opens from the menu, it behaves like any other module—users can navigate to it, perform tasks, and return to their previous work. When opened from a button, the page receives contextual data, such as the record ID of the customer or transaction being viewed. This eliminates the need for users to manually search or re-enter information.
For example, a finance team reviewing an invoice can click a button that opens a custom page showing payment history, open disputes, and outstanding balances—all pre-filtered for that specific vendor. The page loads with the exact context needed, reducing clicks and improving accuracy.
Because Onfinity ERP uses a single-page application structure, all resources load efficiently. Adding customer master screen customization or new pages doesn’t degrade performance, even when multiple users access custom workflows simultaneously.
Using Child Dialogs to Keep Users Focused
Child dialogs are popup windows that overlay the current screen and disable the background until a specific task is completed. They’re ideal for quick confirmations, data entry, or displaying related records without forcing users to navigate away from their current work.
A procurement team reviewing a purchase order might click a button to open a dialog showing supplier contact details, recent delivery performance, and pricing history. The dialog appears on top of the order screen, allows the user to review the information, and closes when done. No context is lost, and the workflow continues without interruption.
Developers can define the height, width, and title of each dialog. Controls like text boxes, checkboxes, or grids can be embedded inside. When the dialog closes, it can pass data back to the main page to trigger follow-up actions, such as updating a status field or sending a notification.
This approach reduces context switching and keeps users focused on the task at hand. It also prevents errors that occur when users toggle between multiple screens and lose track of which record they’re working on.
Opening Related Pages With C-Frames
While child dialogs block the background until closed, C-frames allow users to open additional pages in new taskbar items. This supports parallel workflows without forcing users to abandon their current task.
A customer service representative handling a support case might need to send an email while keeping the case record open. Using a C-frame, they can launch the email composition page in a separate taskbar item, draft the message, and send it—all without closing or minimizing the case screen.
Onfinity ERP includes framework-level pages like email that can be opened via C-frame with preset parameters. Developers can also link custom pages to C-frames, enabling multi-step workflows that run in parallel. For example, an accounts receivable team might open a customer aging report in one frame while updating payment terms in another.
This flexibility supports the way teams actually work. Instead of forcing linear navigation through a rigid menu structure, modal dialogue implementation and C-frame workflows let users move fluidly between related tasks.
Linking Custom Pages to Screen Buttons
Custom pages can be triggered directly from buttons placed on transaction or master data screens. This is done by creating a new column in the database, defining it as a button reference, and linking it to the target page.
When a user clicks the button, the system passes the record ID to the custom page. This allows the page to auto-load data specific to that record, such as order details, pricing history, or compliance notes.
For example, a warehouse manager reviewing inventory levels might click a button on the item master screen to open a custom page showing recent stock movements, pending transfers, and supplier lead times. The page pulls data for that specific item, giving the manager everything needed to make an informed decision about reordering.
This method requires no coding to link the button. IT teams configure the column, sync it to the database, and add the field to the screen. Business users can then access the custom page without waiting on development tickets or vendor support.
This level of control reduces reliance on external tools and gives teams ownership over how they interact with the system. It also ensures that custom workflows remain aligned with evolving business needs, without requiring extensive rework each time a process changes.
What This Means for ERP Flexibility
The ability to build custom pages, dialogs, and button-triggered workflows directly within the ERP platform reduces the need for spreadsheets, standalone apps, or manual workarounds. Teams can design interfaces that match their actual processes, not just what the vendor anticipated during implementation.
Onfinity ERP’s framework supports this extensibility without requiring deep technical resources. Dialogs and C-frames create layered workflows that keep users productive within a single platform, while record-specific data loading ensures accuracy and eliminates redundant lookups.
For mid to large enterprises managing complex operations across finance, procurement, inventory, and customer service, this configurability is critical. It allows the system to grow with the business, adapting to new processes without forcing teams into rigid, outdated workflows.
Watch how this works in Onfinity ERP:
See Custom Page Workflows in Action
If your team needs ERP screens that adapt to your workflow—not the other way around—explore how Onfinity ERP enables custom page development without heavy IT overhead. Request a demo to see dialog and C-frame workflows in action, or follow us on LinkedIn for more platform insights.
You can also watch the full walkthrough to see how custom pages, child dialogs, and C-frames are configured and deployed in a live environment.