Organizing relationship fields in tab groups

You can organize the following types of relationship fields in tab groups: cards, charts, grids, and trees. Counts cannot be placed in tab groups.

About this task

Use tab groups to maximize the use of space and improve usability. Without tabs, relationship fields are listed vertically down the page and users must scroll down to view them.

A tab group can have up to six relationship fields. Each relationship field displays as a tab. The name of the relationship field is the tab label.

Tab groups can be added to Creation Views and Task Views. A Creation View or Task View can have multiple tab groups.

In the following example, a Risk object is open and six relationship fields are displayed in a tab group named, Tab Group Section. The first tab, Mitigating Controls, is open, and it is a grid relationship field.

Task View for Risk object that shows multiple tabs

Procedure

  1. In the View Designer, click the Design tab.
    The palette is displayed.
  2. Drag a Tab Group from the palette to the canvas and place it in a section.
  3. Enter a Name.
  4. Click Done.
  5. Add relationship fields to the tab group. Either create a new relationship field or drag an existing one from the canvas to the tab group.
  6. Move the relationship fields up and down to control the order from left to right that they are displayed in the tab group.