Items

Each item belongs to a folder and can contain one or more child tabs.

Item list

• Shows all items in the selected folder.

• Hover an item to open the popover icon button for actions (Edit / Clone / Move / Delete).

• Clicking an item opens it with its child tabs.

New Item

Create a new item and its child tab for the selected Salesforce object.

• At the bottom of the sidebar on the app page, click the New Item icon button, the New Item modal opens.

Edit Item

Edit an existing item’s details.

• In the item list of a folder, hover over the item you want to edit.

• Click the open popover icon button.

• In the popover menu, click Edit, the Edit Item modal opens.

Clone Item

Create a new item by cloning the details of an existing item.

• In the item list of a folder, hover over the item you want to edit.

• Click the open popover icon button.

• In the popover menu, click Clone, the Clone Item modal opens.

Move Item

Change the folder location of an existing item.

• In the item list of a folder, hover over the item you want to edit.

• Click the open popover icon button.

• In the popover menu, click Move, the Move Item modal opens.

Delete Item

Delete an item from its folder.

• In the item list of a folder, hover over the folder you want to edit.

• Click the open popover icon button.

• In the popover menu, click Delete, the Delete Item modal opens.

Input Fields

• Item Name (required) The display name for the item.

• Item ID (read-only) The item record ID. Cannot be changed.

• Owner (required) The user who owns the item.

Buttons

• Save

  • Save the item with the changes.

  • On success: the saved item appear in the item list. The modal closes.

• Delete

  • Deletes the item and all its child tabs.

  • On success: the item is removed from the folder’s item list. The modal closes.

• Cancel

  • Closes the modal without saving changes.

Behavior details

• Default data grid columns are the name field, Last Modified Date, and 5 random fields from the selected Salesforce object.

• The clone includes the item and all child tabs.

• Users without item access will not see the item or search or delete.

• Users without access to the chosen folder will not see the cloned item or search.

• If user does not have permission to edit the item, the modal title changes to View Item, all input fields are read-only, and the Save button is disabled.