Web Tabs

Administrators can create and design modules from scratch to meet the unique needs of their organization using Custom Modules.

Web tabs are one of the two types of custom modules and they function like any other module, where you can collect, store, view, edit or delete data. You can access web tabs from the navigation pane. If you have set your navigation pane layout as a sidebar or if you have more than one web tab, click the More icon to view all your web tabs.

Technicians can access web tabs only if they have the permissions configured with their roles.

 

Content 

 

Add Web Tab Records  

The information relevant to the web tab is collected and stored as Records. Follow the steps mentioned below to add records to a web tab:

  1. Navigate to the custom module and click New.
  2. The New Record form opens up. Fill in the relevant details.
  3. Click Save.

 

 

Viewing Web Tab Records 

To view a web tab and the records in it, click the respective module on the navigation pane. The records list view is displayed.

 

 

You can also configure web tab records as lookup fields. Lookup fields help you refer data from one module to another. You can link the records from a web tab to other custom modules, Assets, and CMDB. To learn more, refer to Configuring Custom Module fields as Lookup Fields.

 

Apply Filters 

You can filter the records displayed under a web tab using custom views. Besides using the default custom view, you can create custom views by clicking the icon.

Select Trash to view deleted records in the custom module.
  1. Specify the Custom View Name in the given text field. This is a mandatory field.
  2. Specify the filter condition by selecting the Column, Operator, and Criteria. Click to add more conditions.
  3. By default, the AND condition is applied. Click AND to toggle between AND/OR conditions.
  4. By default, the view will be public. You can make the view private by selecting Make this view as a private custom view.
  5. Click Save.

 

 

You can temporarily filter the records without saving the criteria by clicking Apply. Unless saved, temporary filters will be dismissed when the page is refreshed.

Custom views will be listed in the Filter menu. The private and public views will be listed under My View and Public Views respectively. You can mark custom views as favorites by clickingicon beside their name.

To edit or delete custom views, click the respective icons beside the custom view name.

 

View Record Details 

You can view the details of a record by clicking its name. The record details page opens up with 2 sections: Details and History.

On the details page, you can perform the following actions:

Spot Edit: Edit the record details using inline edit.

 

 

You cannot edit the details of default available fields. 

Add Attachments: You can add attachments to records for reference. Click the icon on the right panel and click   on the pop-up displayed. Click an attachment name to preview it. You can also download the previously attached files.

 

 

Duplicate Records: Go to Actions >> Copy. Enter the number of copies required and click Copy. You can create up to 10 copies of each record.

 

The values present in unique fields will not be copied to duplicated records. 

 

View History: You can view the operations performed on a record from the History page.

 

 

Managing Web Tab Records 

Edit Records 

  1. Navigate to the custom module.
  2. Click the icon beside the record that you wish to edit and select Edit. Alternatively, you can also go to the record details page and click Edit.
  3. The Edit Record form opens up. Fill in the relevant details.
  4. Click Save.

The edits performed on a record are saved in its History tab on the details page.

Delete Records 

  1. Navigate to the custom module.
  2. Click the icon beside the record that you wish to delete and click Delete.
  3. Click Yes to confirm.

You can also bulk-delete several records. Select the records you wish to delete and click Delete on the header. In the Delete pop-up,

 

 

To access the trash, click the custom filter drop-down and select Trashed [Custom Module name].

 

 

In the trash list view, you can restore records, delete them permanently, or empty the trash if needed.

 

 

Trashed records will be deleted permanently after 30 days.
If the trash is emptied, a push notification will be sent to the SDAdmin and an entry will be added to System Log.

Customize the Web Tab List View 

Using the   icon, you can:

 

 

Click the Column Chooser icon   to select the columns and the column order to be displayed. You can choose up to 70 columns to view on the list view page. To re-order the columns, drag and drop each column using the icon within the column chooser drop-down.

 

 

Perform Column Search 

You can search for records in the web tab using the column criteria. Click the icon on the far right of the toolbar to start searching.

 

You cannot search through the Date columns. 

  

See also: Custom Modules, Custom Configuration.