1

Navigate to the Trackor Type. For the example, we will start with the Equipment Master Trackor.

2

Add one test record.

This will give you something to work with and adjust as you create and add fields.

3

Open the test record, then click on the tab name to open the Edit Tab Page. 

4

Remove the Class field if its not required.

5

Click Create Field (which says Add Field if you hover over it.)

Key details needed when creating a field:

• Trackor Type selected from drop down.

• Data Type for the field (e.g. Text, Drop Down, E-File, etc.)

• Field Label which is the friendly name users will see in the application.

• Field Name the auto-generated database name based on the Field Label. This should not be changed once the field has been created.

• You can also select from a list of attributes, such as Mandatory, Lockable, Read Only, etc.

6

Create a Drop-Down Field: A drop-down field requires a V-Table for the list of drop-down values. From the Add Field screen:

• Click the ellipsis next to Table Name, available after selecting Drop-Down as Field Type.

• Add a Table, name it, and click Apply.

• Navigate to the Dynamic VTable Values tab and Add values.

• Click OK through the tabs to get back to the Edit Tab view. Add the Drop-Down to the Tab and click OK.

7

Drag & drop to arrange on the page with basic formatting.  Finalize formatting to look nicer at a later step once more fields and functionality are added.

1

For this example, let’s build out the General Info tab of the newly created Home Location Trackor Type.

• Using the newly created Menu, navigate to the Trackor Type Menu Item and click on it.

• If no Trackor Records exist in your grid, click Add (otherwise, you could click on a Trackor Record ID).

• From the General Info tab, click on the Tab Name at the top of your screen. For Admin Users, this is a shortcut in order to access the Edit Tab window.

• The Edit Tab window opens. Maximize or enlarging this window helps when updating your Tab.

We are now ready to start editing the General Info tab of the Home Location Trackor Type.

2

From the Edit Tab window, you will find your Trackor Type related Fields available to pick from.

Using the drag & drop method, select fields from the left-side list and place them on the Tab in order to arrange them.

In this case, the Home Location Class (Xitor_Class) field will not be utilized, so we can click on the trash can icon when selecting this field to remove the field from the Tab.

This action will only unpublish the field from the Tab. A Field you remove from a Tab will be available to select from again. This action will not delete the field.

After making your updates, press Apply to commit your changes, or OK which will save and close the window.

3

Let’s further develop our Tab in order to improve the experience for End Users.

• Changing Field Widths.

• Using Markups to add Text Labels, Splitters and Blank Lines.

1

Click on the ID (Xitor_Key) representing your Trackor Type (e.g.: Asset ID).

2

Click on the Applet Name, Asset Items in this example.

• The Applet was automatically created at the time the Trackor Type was created.

3

Click on the tab named Tabs.

Click on Create Tab.

Enter your Label. Note that Name will automatically update.

4

Assign Fields to your new Tab, per the instructions above. Press OK.

5

Your new Tab will now be in the Tabs list. Select your new Tab and place on the right. Press OK.

• This action will publish your new Tab and make it available to see from an end User perspective when reviewing a Trackor Record.

6

Close and re-open the Trackor Record, and the the new Tab is visible. Click on the Tab to see assigned fields.

1

From the “Asset Items” page, click on an “Asset ID” existing record.

2

Click on the Applet Name, Asset Items in this example.

3

Click on the tab named Tabs.

4

Select the Trackor Container that represents your Child Related Trackor. In this case Transaction.

• Available selections will be based on how you have configured your Trackor Relations in the Trackor Tree.

5

Move your selected Trackor Container to the right side and position within other published Tabs.

6

Press OK to publish the Tab, save your changes, and close the window.

7

Close and re-open the Trackor Record, and the the new Transaction Tab is visible.

• The number displayed on the right side of the tab reflects the number of unique child records within your Asset ID.

1

Before we create our External Tab, let’s get familiar with the components in the Equipment Master and Asset Items Trackor Types we will reference.

2

The Equipment Master Trackor Type has a key value field of Equipment ID. This value is auto-generated as defined in the Trackor Type setup.

3

On the Asset Items Trackor page, below the Asset ID (key value) on the General Info tab, there is a field called Master Equipment. This an Asset attribute field. The field’s Data Type is Trackor Selector.

This particular Trackor Selector field has been configured to display an Equipment ID based on the records found on the Equipment Master Trackor page.

This approach of using a Trackor Selector field is a more precise alternative to just entering a values into an open text field.

4

Having a Trackor Selector field representing the Equipment Master as an attribute on the Asset Items Trackor loosely affiliates the Key Value of the Equipment Master to our Asset ID record.

We can further leverage this relationship when building our External Tab with SQL Logic.

1

Now with familiarity of our “loose relation” between the Equipment Master and Asset ID via the Trackor Selector field, let’s create our External Tab.

2

On the Menu, navigate to Dev Center > Design Applications > External Tabs.

The screen will open the External Tabs page.

3

Press Add.

Enter a Tab Name and Tab Label. Typically these values are the same. Your Tab Name must be unique to the system.

4

Enter your URL: The URL represents the page you would like to display.

Example URL: /grid/SimpleGrid.do?ModuleName=TRACKOR_BROWSER&IsPopup=1&HideNav=0&HideBtns=1&gridIdx=0&curTtid=100008888&IsOnTab=1

• Note: In blue, this number reflects the Trackor Type ID representing the Asset Item level. This unique number can be found on the Trackor Types page.

5

Select the Trackor Type.

• Case Study = Equipment Master

• We intend for this External Tab to be an attribute of the Equipment Master Trackor Type level and display Asset item records.

• Enter a “Description” to explain the purpose of this tab.

6

Press Apply to save and continue.

7

Click on the Parameters Tab and press Add.

8

Enter a URL Param name.

Ex: filterPreFill

This is the name stored internally in the database. Should be a descriptive name, recognizable to users.

9

Enter your SQL Statement to apply filter criteria.

For this example, we would like to return Asset Items to our Equipment Master External Tab when the Asset ID’s Master Equipment Selector Field value is equal to the Equipment Master’s Equipment ID.

10

Example SQL:

select util.EscapeUrlParam('[{"filterParam":"d_100008466_1000073573","filterOperator":"=", "filterValue":"'||:key_value||'"}]')
from dual

The Blue Text above represents the Asset items Trackor Type.

The Red Text represents the Field ID of the Asset level Trackor Selector field EC-AI:Master Equipment.

11

Press OK to add your Parameter.

Press OK on the next window to create the External Tab.

12

Side Note: How to find the Field ID number for my SQL?

As an Admin User from the Asset Items page, navigate to the Trackor Selector field and click on the Field Label to open Field Info.

The URL in the window will reflect the field's ID number. See video.

13

Assign the External Tab to the Applet

After your External Tab has been created, assign the Tab to the Applet in the same manner as a above for Configured Tab or Trackor Container Tab.

Video: Demonstrates assigning the new External Tab called Asset Items to the Equipment Master Trackor Type Applet. After the Tab is assigned, you will see it appear after a record refresh.