Tabs

Each tab belongs to an item (master–detail relationship) and displays records from a selected Salesforce object.

Tab list

• Shows all tabs for the currently opened item.

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

• Clicking a tab displays its data grid for the linked Salesforce object.

New Tab

Create a new tab for the selected Salesforce object in an item.

• In the item view, go to the right side of the item’s existing tabs.

• Click the New Tab icon button, the New Tab modal opens.

Edit Tab

Edit an existing tab’s details.

• In the tab list of item view, hover over the tab you want to edit.

• Click the open popover icon button.

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

Clone Tab

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

• In the tab list of item view, hover over the tab you want to clone.

• Click the open popover icon button.

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

Move Tab

Change the item location of an existing tab.

• In the tab list of item view, hover over the tab you want to clone.

• Click the open popover icon button.

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

Delete Tab

Delete an tab from its item.

• In the tab list of item view, hover over the tab you want to clone.

• Click the open popover icon button.

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

Input Fields

• Tab Name (required) The display name for the tab.

• Tab ID (read-only) The tab record ID. Cannot be changed.

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

Buttons

• Save

  • Save the tab with the changes.

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

• Delete

  • Deletes the tab record.

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

• Cancel

  • Closes the modal without saving.

Behavior details

• Each tab is a child of the item.

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

• Tabs remain linked to their current item unless moved through move action.

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

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