Headers

Each page in CRM.Client contains a single header that can contain up to three rows.

These rows display the following:

  • Row 1 displays the mini header which is a collapsed header without the expand. For more information, see Defining a Header.
  • Row 2 displays the Info area tabs. For more information, see Adding Info Areas (Tabs).
  • Row 3 displays the Quick action buttons and More Actions menu. For more information, see Adding Header Buttons.


Header Group

You can define the contents of the headers displayed in CRM.Client, for example:

Info area-specific headers are grouped in the Header Groups area of an info area.



If no header group is defined, the corresponding header from the DEFAULT header group is applied. In the update_tablet configuration, the default header is the header with the info area ID as name, for example, FI is the default header group for the Company info area as shown in the screenshot above.

Defining a Header

To define a header group:

  1. Switch to the desired header group.
  2. In the Headers for Header Group [info area] window, click on besides the desired view, for example, Expand.

    The header group of the selected header (in this example the Expand header) is displayed.



    Only the following items are used in CRM.Client

    • In the upper area you can define the Text, the text displayed in the header, whether buttons are displayed with text, what format is used, etc.
    • In the lower area, you can define the following:

Adding Header Buttons

To define which functions are available in the application add the desired buttons:

  1. Select a button from the drop-down list (the following example shows the FI header):


  2. Click on (Add).
  3. You can click on a button to change its settings, see Buttons.
  4. You can change the order using the and buttons.
Note: If you add more than three buttons, they are listed in the More Actions menu.

Adding Info Areas (Tabs)

You can define that related data is displayed in a separate tab in CRM.Client by adding the desired info area in the header's Infoareas area.

Note: You can only use info areas with a data model link to the info area to which the header definition applies.

You cannot add a tab for info area-independent headers.

To add an info area (tab):

  1. Select a button from the drop-down list (the following example shows the FI header):

  2. Click on (Add).
  3. You can change the order using the and buttons.

    The related data is displayed in CRM.Client as follows:



    The user can tap on the desired tab to display the data.

Table Captions

You can use table captions to specify the field(s) of a record whose data is displayed in its header. For example, first and last name for a person or the company name.

To define a header label with a Table Caption:

  1. You can:
    • Switch to the desired info area and click on Table Captions.
    • Click on Table Captions (Views area) on the CRM.designer start page

    Example:



  2. You can define the following:
    • Format-Text: You can define which fields added under Field are displayed in which order using placeholders. For example, in the screenshot above, First Name (1.) and Last Name (2.) were added. {1} {2} displays John Doe, {2}, {1} displays Doe, John.

      If you do not define a Format-Text, no Table caption is displayed.

      Note: If you want to display Format-Text without formatting (for example, display numbers without digit grouping symbol), enter the placeholder as follows {r1}
    • Description: Provide a description of the configuration applied.
      Note: The given description of the configuration is only available for view within CRM.designer.
  3. In the lower area you can add the Fields you want to display in the table caption. The fields are numbered automatically. Use these numbers in the placeholders in the Format-Text field, for example, {1} {2} etc.

The following screenshot displays the infoarea name Company in the header label. See the screenshot below: