Tabs are used to organize Fields according to their purpose and relevance.  There is no limit to the number of Tabs that can be created for a Trackor® Type.  For existing Tabs, use the View Options, Filters, and the Quick Search narrows the results in the Application Grid.  

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Adding and Editing a Tab

Each Trackor Type has a default associated Applet with a General Info Tab. To add a new Tab click the Add Icon.

To edit an existing Tab, highlight the desired record and click the Edit Icon.

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General Tab and the Forms Designer

Tabs need to have Fields assigned to them in the Forms Designer. Users may add Fields from the current Trackor Type as well as any parent Trackor Types.  

Fields can be added to tabs from any Trackor Type. The list of Fields in alphabetical order.  Use the Home Icon to view all available Trackor Types. 

Use the Search Icon to search for a specific field.

To toggle between a summarized Field view and the detailed Field view select the Switch View Mode Icon.

Is important to note that the Form is divided into two columns. To adjust the width of the columns use the Column Adjust Icon.  

Click this icon and drag it to the desired width.  This will automatically adjust the other column proportionally.  

To adjust the width of the Field by using the Field Width Icon.
To adjust the Field to an entire two-column span by using the Column Span Icon.  
To remove the field from the form click the Delete Icon.

To edit fields use the Pencil Icon in both the available fields list and the form itself. In the available field list, hover on the field and select the condensed Edit Icon.

For fields on the form select the field by clicking on it and then select the Pencil Icon.

Related Trackor Type

When creating a Tab, if users select a Task or Work Plan in the drop-down list of Trackor Types, another drop-down list will appear on the top right panel that allows users to select the Related Trackor Types.  Select the related Trackor Type and the related Trackor Type and its parent(s) will be added.

Create New Field

Users may add a new Field from the Forms Designer page. Click on the Create Field Icon. After creating a field/tab from the tab/applet administration form. A new entry is added to the list and marked as selected.

Task DatesTab

The Task Dates Tab will only become visible when the Field is associated with a WorkPlan. Here users are able to choose the dates for Fields which are "Date" Data Type. 

Clone Fields

Added the ability to clone a field to the Form Designer.

1. For the fields available in the list, a menu was added that allows users to clone or edit a field.

2. For the fields available on the form, the "clone" button was added. It will appear when a field is selected in a toolbar.

Click here for a Video Tutorial on Cloning Fields from the Tab Form

Field Search & Sort

Search and sorting by Field Label are possible in simple display mode (only the label is displayed) and by Field name in extended mode (both field name and label are displayed).

1. In the mode when both the label and the field name are displayed in the record list, the field name is displayed above the label.

2. If the field displays only a label, the entries in the list are sorted by label. If both name and label are displayed, records are sorted by field name.

3. List search works by label if the mode is set when only the label is displayed, and by field name if both the name and the label are displayed.

Drill-Down with Trackor Selector

When a  Field is a Trackor Selector datatype and used on a Tab, the user will be able to see other related Fields from the unrelated Trackor Type.

For example, when the user builds a Trackor Type called “Contracts” and sets up a Trackor Selector Field called “Company Legal Name” that selects from a Trackor Type called “Vendor”.  If the "Company Legal Name" Field is placed on the Tab, the user will also be able to place other the other Fields from the Vendor Trackor Type, e.g., Tax ID, Address 1, City, State, Zip, etc.

Drill-Down

Markup

The Markup Tab contains the Blank Line, Label, and Splitter formatters.

The Markup Tab

Markup Toolbar for Form/Row Editor Field Labels

 Markup Toolbar for Form/Row Editor Text Labels

Required Fields by Tab

This feature allows fields to be required, based on the Tab in which they appear. The current ‘Mandatory’ checkbox in the Field setting will enforce the field to be required in all tabs. The ‘Required by Tab’ setting is enabled in the Tab Designer as a setting of the field. The switch can be enabled (see screenshot and video) on the form editor. In the Tab Designer, a blue asterisk will be displayed along with the fields that are ‘Required by Tab’.  A black asterisk will be displayed next to the field name in the specific Tab in which the field will be required.

The ‘Required by Tab’ feature will be effective only in Config Form, Task Form, and WF Form where there are tabs. The Grid Editor, Grid Row Editor, API, Rules, and Excel still use the ‘Mandatory’ option value from the Admin Field level. If a field is set as ‘Mandatory’ on the Admin Field form, the ‘Required by Tab’ option will not be available in Tab Designer.

The same field can have different Required option values for different tabs. In case a field is presented on multiple tabs, we use the following rules in submitting:

1. If only a single tab is loaded and active then we use the Required value configured on the Admin Tab level. In case a field is required on Admin Tab, the user won't be able to save a form until the field is populated.

2. If a field is required for Tab1 and optional for Tab2, we demand the value based on which tab is active. If Tab1 is active then field value is required, if Tab2 is active then field value is optional and the user can submit the form leaving the field empty.

Video Tutorial for Required Fields by Tab 

Assigning a Tab to an Applet

Once the tab has been created you will need to assign the tab to an applet. Use the Applet form to assign.

In this example we are adding’ Root Cause Analysis' to the Case Trackor Type.

Assigned Applets Tab

The Assigned Applets Tab will show the Applet(s) that the Tab has been assigned.

Assigned Applets Tab

Role Privs Tab

The Role Privs tab contains the Security Privileges for each Security Role for the Tab. To edit the Privileges assigned to a Security Role click the checkbox in the columns. Only need to change the privileges of the roles that would need to use the Tab, therefore, do not change every role's privilege unless every role needs to use the tab.

Role Privs Tab

To mass assign the Privilege Option, click the All Privs Icon. A Confirm Pop-Up Window will appear where users must click "OK" to verify the change.
Confirm Pop-Up Window

Trackor Classes Tab

The Trackor Classes Tab shows all of the Trackor Classes that have been created for the selected Trackor Type. If the selected Trackor Type has Trackor Classes,  check the box for each Trackor Record on which the Tab needs to appear. If the Trackor Type does not have any classes, this step can be skipped.

Trackor Classes Tab

Managing Classes

The new "Manage Classes" button was added to the Classes tab for the Applet, External Applet, Tabs, and External Tabs editing forms. The button opens the Classes admin page that allows users to add, edit, or delete trackor classes. If any changes are made then the Classes tab is reloaded after closing the popup page.

Click here for a Video Tutorial on Managing Trackor Classes

Assigning Components Package

A trackor type or rule or DB package can be assigned to multiple Component Packages.

Components Audit Log Tab

The Components Audit Log Tab records all changes made to Components. The Tab appears once a Tab becomes initialized. 

Components Audit Log Tab

Cloning a Tab

To clone a Tab highlight it in the Application Grid and click the Clone Icon. The Add Tab Applet will open with the same field values as the original selected Tab.  Users may keep the fields the same or edit as needed.

Deleting a Tab

To delete a created tab highlight it in the Application Grid and clicking the Delete Icon.

Delete Confirmation Pop-up

Export Listing of Tabs

To export click on the Export Icon.

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