Tab configuration

Who can use this feature?

Only the Application Owner role can use this feature.

How to add a tab to an Entity?

To add a new Tab, go to Settings > Entity Configuration > Entity Configuration. Click on the Edit (Pencil icon) next to the Entity you want to edit. Select the View Configuration and click the Add Tab button.

view_config.png

After the clicking, a new Tab this popup will appear: 

Create Tab.png

It contains the following information: 

  • Title: The title of the tab. If you are using a multi-lingual system, you have to add the title in all active languages.
  • Show Relations?: If you want to display relations under this tab, check this box.

Once you have added all the mandatory information, hit the Save button. The tab will then be created, the tab will be created and placed next to other tabs.

details-new_tab.png

You are able to update your information whenever you choose (change the title, uncheck the relation box and add/remove users) by clicking on the pencil icon next to the tab name. The same popup will then appear. 

Tabs created from the View Configuration will be displayed on the detail page of an Element.

detail_page_tabs.png

Tabs created from the Form Configuration will be displayed on the create Element page of an Entity.

 

How do I make a tab confidential?

If you want to restrict access to a tab, you can create a confidential tab.

NOTE: This functionality has to be activated by ITONICS. Please contact your Customer Innovation Success Manager for further assistance.

To add a new Confidential Tab, go to Settings > Entity Configuration > Entity Configuration. Then click on the Edit (Pencil icon) next to the Entity you want to edit. elect the View Configuration and Form Configuration and click the Add Tab button.

view_config.png

By clicking on the plus icon for adding a new tab this popup will appear: 

  • Title: The title of the tab. If you are using a multi-lingual system, you have to add the title in all active languages.
  • Show Relations?: If you want to have relations displayed under this tab, check this box.
  • Access To: You can select other users who will then have access to this tab.

Confidential Tab - Config.png

NOTE:

  1. Until release version 3.6.4, the Confidential tab behaved as follows: If no user is added to the Access To field, it means that no one except the Application Owner has access to this tab.

  2. As of version 3.6.5, the behavior of the confidential tab has changed: If no user is entered in the Access To field, all users who have the respective Create/Display/Edit permission (depending on whether the tab is in the Create/Edit/View form) can view this tab.

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