Managing Roles › Role-Based Navigation › Tabs

Tabs

A tab is a graphical display entity that links to a role in order to present features to the users of that role. When a user logs in to the system, the main window displays the tabs assigned to the user default role.

Tabs define major subdivisions in the web interface main window. Each tab is configured to expose an appropriate set of user interface features to the role or roles that use it.

All roles must have at least one tab. You can associate one or more tabs with a role. Each tab has a sequence number that controls its display order in the main window. If only one tab is associated with a role, the tab starting page is displayed and not the tab.

You can configure tabs to include the following kinds of display features:

• A starting page (default web form) that is displayed when a user selects the tab. The starting page is a required element of all tabs. You can assign only one starting page to each tab.

  Note: You can configure a starting page to display graphical reports from Business Object, which enables users to generate reports at run time. For more information, see CA Business Intelligence Reporting.

• A menu bar, which presents drop-down lists of commands, such as File, View, and Search commands. The menu bar is optional. You can assign only one menu bar to each tab.
• A toolbar, which presents tool buttons for easy access to frequently used menu commands. The toolbar is optional.

CA SDM provides several predefined tabs. You can assign the predefined tabs to a role, modify the predefined tabs, and create custom tabs.

Important! Do not assign more tabs than your browser window can display; doing so causes tabs with higher sequence numbers to extend beyond the window viewable display area and make them inaccessible to the user.

Important! Include only tabs that contain forms that are included in the form group assigned to the role you are creating or editing. For example, do not assign the Customer tab or the Employee tab to the Administrator role; doing so causes an error when users attempt to access that tab. The role form group is specified in the Customization Form Group field on the Role Detail page, and is also displayed in the Form Group column on the Role List page. For a list of the web forms in each form group, see Form Groups.