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
Each sub-tab can show either a detail panel
or a list panel
A detail panel is shown when there can be at most one related record for the current record. For example, for a
given Contact there can be only one Account. So when viewing the Contact record, the Account sub-tab shows a detail panel for the corresponding Account record.
This happens when there is a lookup from the current object to the related object, such as the AccountId lookup in the Contact object.
A list panel is shown when there can be many related records for the current record. For example, for a particular
Account record, there can be many Contact records. So when viewing the Account record, the Contacts sub-tab shows a list of corresponding Contact records for that Account.
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
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:
- The data in the detail panel, as well as in the list panel, is editable in-line in the usual way, by simply clicking the cell, making any necessary changes,
and clicking the Save button.
List panels include the usual filtering capabilities. You can use any filtering terms you need, to find specific records within the sub-tab's list. The search will of course be restricted to just the records related to the parent record from which you drilled down into the child record.
- You can also set the columns you want to see in the list via the Set Columns button.
- You can add new records via the Add button within the list panel. When you click the Add button, the lookup field for the parent record will be appropriately pre-filled so that when you save the record, it will be associated with the correct parent record.
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.
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:
- Log in as an administrator, open the Apsona window and navigate to Settings - VF pages and buttons.
- Select "Sub-tab panel" as the component, and select the object for which you want to create the embedded tabs.
- Click the "Generate code" button.
- Copy the generated code, create a new Visualforce page (via Setup - Develop - Visualforce Pages - New) and paste the copied code into the page.
- 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:
- If a non-admin user's profile (or Apsona configuration) does not include access to a particular object, then there will be no sub-tab panel available for that object.
- If the user has configured their sub-tabs as described above, then that configuration will be used for the sub-tab section. If not, then the configuration set up by the administrator (via Settings - Set default layouts) will be used. If the administrator has not set up a configuration, then Apsona will compute and show a default configuration of sub-tabs.