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Related Information Tabs

Any stream records or smart object records that point to the current smart object are displayed in separate tabs, by default.

For example, viewing a Client record in an Incident Management system, any smart object Site records that belong to that client can be viewed in a "Sites" tab. Similarly, there will most likely be a tab that displays Inspection Reports, and one that displays Incidents recorded for that client. But those tabs can be hidden, if desired, or customized.

 

To determine how related information appears:

  1. Go to Gear Menu > Smart Objects Management
  2. Select an object.
  3. Under the object's gear icon, choose Configure Related Information.
    Streams and Smart Objects that point to the current object are shown in the sidebar.
  4. Choose one of them, and specify the settings for the related information section:
    • Title - The title that appears in the tab. By default, it is the same as the name of the stream or smart object.
    • Visible - Whether or not to display this tab to the user.
    • Related Information Display (Add Related Information) - By default, a standard list of records is displayed.
      Choose this option to instead display any report that has already been defined on this object.
      • Type - Choose Chart, Table, or Table and Chart to determine which reports will be available as choices.
      • Report - Choose the report to display in this tab. 
        Only records that are related to the current record will be included in the report.
        Any computations defined in the report will be performed, so you can see the results.
        (For example, the Incidents report might display the total assessment for all reported incidents, while
         the Inspections tab might show an average of inspection ratings.) 
  5. Click Save Changes.