Displaying Data in Additional Tabs

You can define that linked data is available in CRM.Client in additional tabs on the right side of the screen.

You can add additional tabs to lists or to Expand views. For example, in Expand view they can contain child info areas, and in lists, as tab could contain the current user's appointments.

To add additional tabs to display data:

1. Switch to the header group of the desired info area. The following example shows the Person (KP) info area:
   
   

   The Person Details view contains three additional tabs:

   • The first tab contains the person's activities (a search page with a link record).
   • The second one contains the person's offers (a search page with a link record).
   • The third one displays the page that was configured in the SHOWFIRECORD menu action. You can add this context menu action on any page. This SHOWFIRECORD page displays a Details view with the context record as link record and a fix target info area.
2. You can enable Link if the info area is not linked to the current info area with the default link.
3. Enter an existing context menu action in the Menu field to call the defined action when the tab is displayed.
   Note: You can add a filter to the tabs. Define a context menu action that calls the desired filter and enter this context menu action's name in the Menu column.
4. Enter the text that is displayed on the tab in the Text column
5. To change the text of the first tab, add a sub-info area row on top and set TabStyle to "#" in that row.
   Note: Fieldgroup and Headergroup are not used. These groups are defined by the Search field.