Configure
Related Item
Navigation
with
CSM Administrator.
To enable
Related Item
Navigation
on a Business Object:
- Open a Blueprint.
- Select a Business Object, then select
Edit Form Arrangement.
The
Form Arrangement Editor opens.
- Select the link in the yellow banner to activate
Related Item
Navigation.
Warning: Once activated, you can't revert from
Related Item
Navigation
unless you discard or roll back the Blueprint.
- Once
Related Item
Navigation
is enabled, a new set of controls appears at the top left corner of the
Form Arrangement Editor.
- Choose the form you want to appear in the Status Area by
selecting from the drop-down list.
- Select
Show Related Item Navigation to see the
Related Items pane.
- Select
Hide single tab if you have a single
Related Items tab and don't want to display
the tab styling.
- Attachments and Communication are the system-provided related
items. The
Browser Client
also includes Solution Search. Control visibility of system tabs by
selecting/deselecting the eye icon.
- Drag related Business Objects from the relationship tree into the
Related Items pane (or use the context menu) to
create supporting
Related Items tabs. You can edit the tab's
name, image (only visible in the
Browser Client
mobile view), and visibility with an expression.
Note: When you add a new record to a Business Object where the
Related Item
Navigation
has a custom label expression for an aggregate count of related records on a
tab or related item, the count value is updated to reflect the number of
records found in that relationship query. In the
CSM Portal
and
Browser Client,
the count value is correct, but the records themselves do not appear in the
Related Items pane. Once you save the
record, the
Related Items pane displays the records as
expected.
- Publish
the Blueprint to commit the changes, or
save the
Blueprint to continue making other changes.
