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Modify Notebooks on Detail Form

The Nested tabs (notebook) control lets you expand or collapse key details within the current form. For example, use the control to customize how you organize tabs on the Incident Detail Form. From the Design View, you can use the Notebook control to add nested tabs to a detail form that does not already contain one. Double-click the Notebook control to modify it. Use drag-and-drop to add, insert, and delete notebook tabs, and to change their captions. You can also use the up and down arrow buttons to rearrange tabs by changing the position of the currently selected tab. The New Row check box specifies whether or not the selected tab begins a new row in the notebook header.

Follow these steps:

  1. Open a detail form.
  2. Locate the blue area of the form in the Design view that contains the first numbered label.

    If you prefer Source view, the notebook area appears between the following line of code:

    <PDM_MACRO name=startNotebook hdr=cng_nb>
    <PDM_MACRO name=endNotebook>
    

    Note: In CA SDM r12.6, a notebook can contain nested tabs. In WSP, a high-level tab (a tab containing other tabs) is named a tab group. WSP displays a tab group as a dark blue solid bar that spans the entire blue notebook area, with a numbered label in its center. A low-level tab (a tab that does not contain other tabs) is named a tab. WSP displays low-level tabs as rectangles with rounded corners.

  3. Click a tab to select it. Selecting a tab highlights and displays a link to the contents of the tab at the bottom of the notebook.

    You can move tabs and tab groups within a notebook using drag-and-drop. Moving a tab group moves all the tabs within the group with it.

  4. To insert a tab or tab group, right-click a control or anywhere on the blue notebook background and select Insert Tab, Insert Tab Group, or Insert Control.

    If you select Insert Tab or Insert Tab Group, WSP inserts a new tab or tab group to the left of the currently selected control. If you select Insert Control, WSP displays the Insert Control dialog that lets you add the desired control to the form.

  5. Select Tools, Preview to check how the form is displayed to the end user. Although it resembles a standard CA SDM window, and most buttons and menus are functional, it is not a standard session, and you should not attempt to use it that way.

    Click File, Save.