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Sub-tabs showing related records

When viewing the records of a particular object, the sub-tabs section shows records from related objects. For example, when viewing a particular Account record, the sub-tabs section can show sub-tabs containing the Account's Contact records, Opportunity records and Affiliation records, as shown in the screen shot below.

Each sub-tab can show either a detail panel or a list panel.

Lists within lists

Each row shown in a list subtab includes a little right-arrow icon that opens another nested sub-tab section. For example, in the screen shot at right, the Contacts list sub-tab's right-arrow icon opens another section containing records related to the Contact in question, showing the lists of Opportunities, Opportunity Contact Roles, Affiliations and Relationships of that Contact.

Sub-tabs can be nested within each other to any depth. This enables you to drill deep down into your data. For instance, you can start at a particular Account record, open its related Contacts, examine the Opportunities of a particular Contact, and then drill into the product line items for that Opportunity.

All the usual filtering and editing features are available in all sub-tabs, no matter how deeply nested they are:

Sub-tabs in tabular views

The above examples show sub-tab sections in console views. But these sections are also available in tabular views, by clicking the same right-arrow icon. The screen shot at right shows a tabular view of Account records, in which the user has drilled down four levels, into the Opportunity Contact Role records.

Configuring sub-tabs

For any particular object, you can choose the sub-tabs and the order of their occurrence by navigating to the "All records" menu of that object in Apsona (e.g., the "All Accounts" menu item) and then clicking Tools - Edit layout. The sub-tab settings that you specify in that layout editor there will then be used wherever the sub-tabs for that object are shown. This applies to all sub-tab sections, no matter how deep you drill into your data. For example, if you open the sub-tabs panel for the Account record, you will see the sub-tabs configured for the Account object; and if you then open the sub-tabs for a particular Contact in the list for that Account, you will see the sub-tabs configured for the Contact object.

Embedding sub-tabs in Salesforce detail pages

Sub-tab sections can be embedded within Salesforce detail pages. The screen shot at right shows an example of the sub-tabs of the Account object embedded as a related list in a Salesforce Account detail page. To create such an embedding, you can easily generate the code for a Visualforce page that renders the embedding, and then add the page as a related list to your object's detail page. Here are the steps:
  1. Log in as an administrator, open the Apsona window and navigate to Settings - VF pages and buttons.
  2. Select "Sub-tab panel" as the component, and select the object for which you want to create the embedded tabs.
  3. Click the "Generate code" button.
  4. Copy the generated code, create a new Visualforce page (via Setup - Develop - Visualforce Pages - New) and paste the copied code into the page.
  5. Use the resulting page as a related list by editing the layout of the detail page.

Even though you (as an administrator) create just one VisualForce page to serve as the container for the sub-tabs, the particular sub-tabs shown to a particular user will be the ones which apply to that user. More specifically: