Difference between revisions of "Tabs (Disambiguation)"

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When working within the [[Applications]] that are part of [[SmartSimple]], '''Tabs''' are often used as the method of navigation between different modules and levels. Some of the '''Tab''' menus have sub-menus below them with another selection of '''Tabs''', particularly when working in a [[Universal Tracking Application]].
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When working within the [[Applications]] that are part of [[SmartSimple]], '''Tabs''' are often used as the method of navigation between different modules and levels. <br />
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Some of the '''Tab''' menus have sub-menus below them with another selection of '''Tabs''', particularly when working in a [[Universal Tracking Application]].
  
 
[[Image:TabsDisambiguation.png]]
 
[[Image:TabsDisambiguation.png]]
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==Menu Bar Tabs==
 
==Menu Bar Tabs==
 
When you are within a [[UTA]] the '''Menu Bar''' will always be present at the top of the screen. The '''tabs''' present will vary depending on your system configuration:
 
When you are within a [[UTA]] the '''Menu Bar''' will always be present at the top of the screen. The '''tabs''' present will vary depending on your system configuration:
:[[Image:MenuBarTabs.png]]
 
  
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: [[Image:MenuBarTabs.png]]
 
==Navigation Bar Tabs==
 
==Navigation Bar Tabs==
When you are viewing a Level 1, 2 or 3 record you will see the '''Navigation Bar'''. Again, the '''tabs''' present will vary depending on your system configuration:
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When you are viewing a Level 1, 2 or 3 record you will see the '''Navigation Bar'''. Most of the tabs on the Navigation Bar are pre-defined within [[SmartSimple]], and are either enabled or disabled by the System Configuration:
:[[Image:NavBarTabs.png]]
 
  
Most of the tabs on the Navigation Bar are pre-defined within [[SmartSimple]], and are either enabled or disabled by the System Configuration.
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: [[Image:NavBarTabs.png]]
  
However, it is possible to create your own custom tabs in this section that hold [[Custom Fields]] that are part of the record being displayed. In the image above the tab called '''Sample Tab''' is actually part of the record being displayed.
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There can also be tabs on the '''Navigation Bar''' that hold [[Custom Fields]] that are part of the record being displayed
  
To create one of these tabs you enter the desired name of the tab in the '''Tab Name''' section of the [[Custom Field]](s) you wish to have on the tab:
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* '''Sample Tab''' in the image above is a '''Navigation Bar Tab'''.
:[[Image:TabName.png]]
 
  
In the list view of the [[Custom Fields]] on the Settings page any fields that are stored on tabs are clearly marked.
 
:[[Image:ListViewTabs.png]]
 
  
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These tabs are created by entering the desired name of the tab in the '''Tab Name''' section of the [[Custom Field]](s) you wish to have on the tab:
  
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: [[Image:TabName.png]]
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In the list view of the [[Custom Fields]] on the Settings page, any fields that are stored on tabs are clearly marked.
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: [[Image:ListViewTabs.png]]
 
==Custom Field Tabs==
 
==Custom Field Tabs==
[[Custom Field]] '''tabs''' are created by selecting the '''Use as Tab''' setting on the [[Custom Field Type: Title Bar – Multiple Columns|Title Bar - Multiple Columns]] Custom Field.  
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{{UseAsTab}}
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The '''Custom Field Tab''' will be displayed with the '''Field Name''' (or '''Caption''' if used).
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: [[Image:CFTs.png]]
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If you tick '''Use As Tab''' <u>and</u> fill in a Tab Name then you will create a '''Custom Field Tab''' on a '''Navigation Bar Tab'''.
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==Custom Fields on Tabs==
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As explained above, [[Custom Fields]] can be stored on both '''Custom Field Tabs''' and '''Navigation Bar Tabs'''.
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The differences are described below...
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===Custom Field Tabs vs. Navigation Bar Tabs===
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'''Page Loading:'''
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* All custom fields stored on all '''Custom Field Tabs''' are loaded when the page loads.
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* Custom fields stored on '''Navigation Bar Tabs''' are not loaded until the relevant tab is selected.
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'''Saving:'''
  
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* '''Custom Field Tabs''': you can switch between them without saving. You must save the entire page, which saves all Custom Field Tabs at the same time.
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* '''Navigation Bar Tabs''': you must save the current page prior to switching to a different Navigation Bar Tab.
  
==Custom Fields on Custom Field Tabs vs. Custom Fields on Navigation Bar Tabs==
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==See Also==
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* [[Custom Field Type: Title Bar – Multiple Columns]]
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* [[Display as Tab|Displaying Level 2/3 Types as Tabs]]
  
All fields stored on all the Custom Field Tabs are loaded when the page loads. <br>
 
Custom Fields stored on Navigation Bar Tabs are not loaded until the relevant tab is selected.
 
  
[[Category:Glossary]][[Category:Universal Tracking Application]][[Category:Custom Fields]]
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[[Category:Deprecated]]

Latest revision as of 17:29, 6 December 2018

When working within the Applications that are part of SmartSimple, Tabs are often used as the method of navigation between different modules and levels.
Some of the Tab menus have sub-menus below them with another selection of Tabs, particularly when working in a Universal Tracking Application.

TabsDisambiguation.png


Menu Bar Tabs

When you are within a UTA the Menu Bar will always be present at the top of the screen. The tabs present will vary depending on your system configuration:

MenuBarTabs.png

Navigation Bar Tabs

When you are viewing a Level 1, 2 or 3 record you will see the Navigation Bar. Most of the tabs on the Navigation Bar are pre-defined within SmartSimple, and are either enabled or disabled by the System Configuration:

NavBarTabs.png

There can also be tabs on the Navigation Bar that hold Custom Fields that are part of the record being displayed

  • Sample Tab in the image above is a Navigation Bar Tab.


These tabs are created by entering the desired name of the tab in the Tab Name section of the Custom Field(s) you wish to have on the tab:

TabName.png

In the list view of the Custom Fields on the Settings page, any fields that are stored on tabs are clearly marked.

ListViewTabs.png

Custom Field Tabs

Custom Field Tabs are created by selecting the Use as Tab setting on the Title Bar - Multiple Columns Custom Field:

Title bar field tab.png

The Custom Field Tab will be displayed with the Field Name (or Caption if used).

CFTs.png

If you tick Use As Tab and fill in a Tab Name then you will create a Custom Field Tab on a Navigation Bar Tab.

Custom Fields on Tabs

As explained above, Custom Fields can be stored on both Custom Field Tabs and Navigation Bar Tabs.

The differences are described below...

Custom Field Tabs vs. Navigation Bar Tabs

Page Loading:

  • All custom fields stored on all Custom Field Tabs are loaded when the page loads.
  • Custom fields stored on Navigation Bar Tabs are not loaded until the relevant tab is selected.


Saving:

  • Custom Field Tabs: you can switch between them without saving. You must save the entire page, which saves all Custom Field Tabs at the same time.
  • Navigation Bar Tabs: you must save the current page prior to switching to a different Navigation Bar Tab.

See Also