Define Tab Contents Properties for a Form Arrangement

Use the Tab Content page in the Tab Properties window to define what content to display on the form arrangement tab.

To define tab contents properties for a form arrangement:

1. Open a form arrangement in the Form Arrangement Editor.
2. On a tab, right-click > Properties.
3. Select the Tab Contents page.
4. Define which form/grid to display on the tab:
   1. Relationship: By default, this shows the relationship being represented on the tab. If the tab shows an additional form, None is displayed.
   2. Default Form: Select the form to display on the tab. Some Business Objects have only one defined form.
      • To select a Group Member's form, select Specific Form from the drop-down. Select the ellipsis , and then select the custom form from the drop-down. Select OK.
   3. Grid: Select the grid to display on the tab. Some Business Objects have only one defined grid. Grids are not applicable when displaying additional forms on a tab.
   4. Text to Display When No Record is Loaded: provide the text to display in a tab when no records are available to display.
5. Define toolbar options for the tab:
   1. Show toolbar: Select this check box to show a toolbar on the tab.
   2. Show Buttons: Select the buttons to display on the toolbar. Options vary by Business Object but can include:
      • New: Select this check box to display a New button on the toolbar, allowing a user to create a new record directly from the tab.
      • Delete: Select this check box to display a Delete button on the toolbar, allowing a user to delete a record directly from the tab.
      • Link: Select this check box to display a Link button on the toolbar, allowing a user to link to an existing record.
      • Unlink: Select this check box to display a Link button on the toolbar, allowing a user to unlink from an existing record.
      • Quick View: Select this check box to display a Quick View button on the toolbar, allowing a user to open a related record in a second window to view details.
      • Change State: Select this check box to display a Change State button on the toolbar, allowing a user to directly change the Lifecycle value of the related child record (example: Change a Task to In Progress/Closed/Acknowledged, change an Approval to Approve/Denied/Abstained, etc.).
6. Define a supported view (example: Display tab contents as a form, grid, or both):
   • Grid: Select this radio button to display tab contents as a grid.
   • Grid and Form (Horizontal Split): Select this radio button to display tab contents in a split view, with the grid on top and the form on the bottom.
   • Form: Select this radio button to display tab contents as a form.
   • Grid and Form (Vertical Split): Select this radio button to display tab contents in a split view, with the grid on the left and the form on the right.
7. Define Grid grouping options:
   • Yes: Select this radio button to display grid grouping functionality on the tab.
   • No: Select this radio button to hide grid grouping functionality on the tab.
   • Based on Grid Setting (Yes or No): Select this check box to display/hide grid grouping functionality based on the global grid display settings.
   • Allow User to Show/Hide Grouping Options: Select this check box to allow users to display or hide grid grouping options.
8. Define default view: This is the supported view that is automatically displayed when the tab is first selected.
   • Grid: Select this check box to display tab contents as a grid by default.
   • Grid and Form (Horizontal Split): Check this box to display tab contents in a split view by default, with the grid on top and the form on the bottom.
   • Form: Check this box to display tab contents as a form by default.
   • Grid and Form (Vertical Split): Check this box to display tab contents in a split view by default, with the grid on the left and the form on the right.
9. Define new record behaviors:
   1. Where to Add New Records in Grid: Select where to add new records in a grid (example: Bottom, Top, or Current Row).
   2. Group Members on New Button: Select which members of a Business Object Group can be created from the New button on the tab's toolbar (this option is only available if the tab represents a Group Object):
      • All Group Members: Select this option to display all group members in a drop-down next to the New button.
      • Default Only: Select this option to display only the default group member on the New button.
      • Specific List: Select this option to display only specific group members in a drop-down next to the New button. Select the ellipsis to open the Group Members window, and then select which members to display in the drop-down.
   3. New Button Adds Default Group Member: Select this check box to add the default group member as a new record to the tab contents when the New button is selected. This option is only available if you select All Group Members or Specific List as options for the New button.
10. Select OK.
11. Publish the Blueprint to commit the changes, or save the Blueprint to continue making other changes.