What are External Tabs

External Tabs are the Tabs that are included in a Trackor’s Applet while not being a part of that Trackor (they’re external to the Trackor).

External Tabs are useful for grouping similar Tabs together and can be located on Applets and External Applets. They can be used to display loosely related information or interact with external systems.

External Tabs display the records associated with a trackor record by someone picking them in a Trackor Selector field.

In this example, there is no direct parent/child relationship between the Project and Vendor Trackors, but vendors are assigned to projects via trackor selector fields.
When a user opens the Vendor record, the Projects assigned to the Vendor are displayed on the External Tab.

Open

Open

On this Page

• 1 What are External Tabs
• 2 Adding External Tabs
  • 2.1 General Tab
  • 2.2 Setting up the Trackor Selector Field
  • 2.3 Trackor Keys
  • 2.4 Parameters Tab
    • 2.4.1 Parameter 1
  • 2.5 Trackor Selector Field ID
    • 2.5.1 Parameter 2
  • 2.6 Publish the External Tab
    • 2.6.1 Deleting Parameters
  • 2.7 Role Privs Tab
  • 2.8 Trackor Classes Tab
  • 2.9 Assigning Components Package
  • 2.10 Components Audit Log Tab
  • 2.11 Building External Tabs "Filtered" for Trackor Selector or Trackor Multiselector fields
• 3 Cloning External Tabs
• 4 Editing External Tabs
  • 4.1 Deleting External Tabs
  • 4.2 Previewing Tabs
  • 4.3 Export External Tab Listing

https://onevizion.atlassian.net/wiki/spaces/WIKI/pages/327856

Adding External Tabs

The External Tabs page can be found in the Menu Bar under “Dev Center/Design Applications/Trackor”.

To create a new External Tab, click the Add button. This will open the Add External Tab Applet.

General Tab

Here the most basic information about the External Tab is found. When the required fields are populated, click "Apply" to save the data and initialize the External Tab. This will enable the other Tabs of the Edit External Tab applet.

Setting up the Trackor Selector Field

A Trackor Selector is a field type that allows the user to pick a record from another Trackor Type.

In this example, the General Contractor for a Project is selected from the Vendor Trackor Type and becomes visible on the Project General Info tab.

The General Contractor field Short Name allows the user to add fields from related records to the grid through Drill Down Fields that administrators can add to tabs.

Once the Trackor Selector is in place, an External Tab can be used in the Vendor Trackor to list the Projects that have selected the vendor.

Here’s an example:

Trackor Keys

In this example, we’re going to publish an external tab on Vendor Trackor. That means that we need to put the Vendor Trackor Key in the URL under “masterTrid”.

To find it, you’ll need to open the desired Trackor page and copy the Trackor Key from the URL:

The Vendor Trackor Key ID is 100006854.

The other Trackor Key we’ll need belongs to the Trackor that the Trackor Selector field belongs to.

Here, Project is the Source Trackor, and its' Key ID is 100006816.

Parameters Tab

The Parameters Tab allows to set up SQL statements corresponding to various key values required by the External Tab. Every External Tab in the database must have a “tid” parameter to signify the Trackor ID.

Parameter 1

• Click the Parameters tab

• Click Add

• Update the next 2 fields, sample values below

  • URL Param

  • Description

• Modify the Select statement by replacing the Trackor Selector Field IDs
  In this example, the Project Trackor has multiple trackor selector fields that reference the Vendor Trackor.
  The External Tab will list all projects where the vendor is selected in ANY of the external tabs.

The settings in the example are as follows:

URL Param: xsFieldIDs
Description: Comma-separated list of Xitor Selector fields
SQL Statement: select '1000063093,1000062904,1000062971,1000062939,1000064164' from dual 

1000064164 is the Field ID for Trackor Selector field (Project trackor, P:General Contractor).

Trackor Selector Field ID

Parameter 2

• Click Add

• Update 3 fields, copy the values below

• URL Param

• Description

• SQL Statement

• Click OK, External Tab complete

xsXitorID

XITOR_ID of vendor in question

select :key_value from dual

Publish the External Tab

Deleting Parameters

You can delete a parameter by clicking the  button.  Deleting a parameter permanently removes it from the database.  Click "OK" on the delete confirmation pop-up to confirm the delete.

Role Privs Tab

The Role Privs tab contains the security privileges for each Security Role within the External Tab.  You can edit the privileges assigned to a Security Role by clicking in the appropriate checkbox. 

Trackor Classes Tab

The Trackor Classes Tab shows all of the Trackor Classes that have been created for the selected Trackor Type.  If the Trackor Type has Trackor Classes, you will need to check the box for each Trackor Type on which the External Tab needs to appear.  

Assigning Components Package

A trackor type or rule or DB package can be assigned to multiple Component Packages. For example, Account will need to be part of the Case Management System and Professional Services Automation.

On this tab, admins can assign/unassign configuration object to/from a components package if you have E privilege on ADMIN_COMPONENTS_PACKAGE security group. Add button is displayed if you have A privilege on ADMIN_COMPONENTS_PACKAGE and Delete button is displayed if you have D privilege on ADMIN_COMPONENTS_PACKAGE.

Components Audit Log Tab

The Components Audit Log tab records all changes made to Components. 

Building External Tabs "Filtered" for Trackor Selector or Trackor Multiselector fields

1.Tab URL. In this example I use standard url of trackor browser grid

ttid=100093647 is main trackor type of the grid that we need to show in out tab

1. FilterPreFill param to setup grid filter.

In this case Ext Tab is located at “Version” trackor and I want to show “Release Activity” trackors, so I need to filter grid by “Version”.

You need to use fieldCode of the field that you are filtering on.

3.How to find field code. The easiest way is to open trackor browser, in my case its “Release Activity” trackor, and I set filter to filter on “RAVER:Ver:Version” field.

Then using “Show Element or show Source Code” we need to find hidden input element  (its located after filter field button) and copy its ID.

1. Note that you can use another URL for External Tab:

This url was developed specially for “Interconnect” external tab, because its impossible to setup filterPrefill for standard trackor browser grid. Also “Interconnect” and “Candidate” trackors are not connected in tree.

Note that “interconnect” is trackor that connects two candidates (A-Cand and Z-Cand).

Ext Tab is placed on Candidate trackor and shows all “Interconnect” trackors where the candidate in question is either A-Cand or Z-Cand.

Special params are used to define A/Z fields and values:

xsFieldIDs – comma separarted list of trackor selectors (in this case its ACand and ZCand trackor selector field IDs)

xsXitorID – field value (cand ID in this example)

Cloning External Tabs

You can clone an External Tab by highlighting it in the Application Grid and clicking the  button. The Add Tab Applet will open with the same field values as the original External Tab. You can keep the fields the same or edit as needed.

Editing External Tabs

To edit an External Tab, click the Edit button, .

Deleting External Tabs

Select the External Tab from the Application Grid and click the Delete button, .  Deleting an External Tab permanently removes it from the system.

Previewing Tabs

You can preview the current External Tab by clicking the Preview Icon,.  

Export External Tab Listing

To export files click on the  button. For detailed instruction on Exporting refer to the Exporting Trackor Record Data documentation.