Add related tabs

Before you start

• The Smart view designer
• Relations: how modules connect

Tabs sit under the header of a record. A Bids record can carry its Contracts, its Technical Bid Evaluation and its Award as tabs, so people see the whole story without leaving the page. This page shows how to choose and order them, and how to add your own.

What tabs does a record have?

There are three kinds, always in this order:

Kind	Where it comes from	What you do
Details, Notes, Attachments	Built in. Details shows the fields from the module’s form	Nothing to set. They are always first
Related tabs	One for each relationRelationA link between modules.Open glossary ↗ of the module, named after it. They list the linked records	Show, hide, reorder
Your tabs	Tabs you add	Rename, fill, reorder, remove

○ ○ ○Beezr

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The built-in tabs come first, with Details open.
The linked icon marks a related tab. The name comes from the relation.
+ Tab adds a tab of your own, after the related tabs.
Related tabs in the outline shows how many are on, such as “4 of 4 shown”.

Show, hide and reorder the related tabs

1. Open Smart views for the module.
2. Click Related tabs in the outline, or the tab strip itself.
3. Under Related tabs, switch a tab off to hide it, or on to show it.
4. Drag the tabs into the order you want. You can also drag them in the strip.
5. Click Save.

A hidden tab is not deleted. The strip counts them: “2 hidden”. Beezr tells you how many are shown, for example “3 of 4 shown”. To go back to the starting set, click Restore defaults.

Related tabs come from relations. To get a new one, add a relation first, on the Relations manager. If a relation is deleted later, the designer tells you the related tab is removed when you save.

Add a tab of your own

1. Click + Tab in the strip, or Add a tab in the Tabs panel. A tab named New tab appears.
2. Under Tab name, type a short, clear name.
3. Under In this tab, top to bottom, add what the tab should hold: a Button, Button group, Text, Table or Report.
4. Click Save.

Your tabs always come after the related tabs. Drag them to reorder them among themselves. Give every tab a name.

Content in a tab is set up as it is in the header. See Add action buttons.

Tip from a Beezr Consultant

Name a tab for the question it answers, like “Documents” or “Payments”. “Extra” tells people nothing.

Remove a tab

Select your tab, choose Remove this tab, then confirm. The confirmation names how many items go with it. To remove a related tab from view, hide it with its switch.

What did I get?

A record with only the tabs that matter, in the order that makes sense. Open a record in App space to check them.