Tutorial: Creating a custom tabbed page to view related objects

In this tutorial, you'll learn how to create a custom tabbed page for efficiently viewing related objects within your system. This feature streamlines the management of related data objects by integrating them into existing tabbed pages.

Before you create a custom tabbed page, you set up the relationships between the objects you plan to include.

The relationships are established when the object fields share the same data type. 

The example shows how to link users to attendance records, showing the training sessions they've attended. Using the illustration below:

• A relationship exists between users and attendance, where the Attendee field uses the USER object as its data type. 
• A relationship exists between attendance and training sessions, where the Training Name field uses the TRAINING object as its data type.

When the relationships are defined, you can create a custom tabbed page for the user object that enables you to view the training sessions attended by each user.

Contents

1. Create the objects
2. Add the objects to the menu
3. Add the Training records
4. Add fields to the Attendance object
5. Prepare the Attendance object
6. Link the user training object to the user object

Create the objects

Create a Training Sessions object

Objective: The training object will catalog various employee training programs available, such as Compliance, Security, and Leadership.

Procedure

1. Click Configuration > Data Model > Objects.
2. Create a new custom object called Training.

See Creating custom objects.

Result 
The Training object appears in the Object list.

Create an Attendance object

Objective: The Attendance object will track user participation in training. 

Procedure

Create a new custom object and call it Attendance.

Result
The new Attendance object appears in the Object list.

Add the objects to the menu

Objective: Ensure the Training and Attendance objects are accessible from the main menu.

Procedure

1. Click Configuration > Security > Roles
2. On the Navigation page, add Training Details as the primary menu item. 
3. Add Training and Attendance as the secondary navigation items and link them to the objects that you created. 

See Adding custom objects to the main menu.

Result>
Training and Attendance are now navigable from the main menu.

Add the training records

Objective: Create records for each training session.

Procedure

1. Click Training Details > Training menu item
2.  Click Add or Import to add your training records.

Result
The individual training sessions are visible in the Training menu.

Add fields to the attendance object

Add the training object to the attendance object

Objective: Add the training object you created to the attendance object. This will enable you to look up the training records when you create an attendance record.

Procedure

1. Click Configuration > Data Model > Field Configuration.
2. From the Object list, select Attendance.
3. Click Add
4. Type Training as the name.
5. As data type select Training.
6. Click Create.

Result
The field is included in the Attendance object in the Data Model.

Add the user object to the attendance object

Objective: Add the User object to the Attendance object. This will enable you to look up users when you create an attendance record.

Procedure

1. Click Configuration > Data model > Field Configuration and select Attendance from the object list. 
2. Click Add
3. Type Attendee as the name.
4. As data type select Users.
5. Click Create.

Result
The field is included in the Attendance object in the Data Model.

Tip
Create any additional fields that you need and add them to the attendance object. For example, you might want to create a field called training date to record the date the training was completed.

Prepare the attendance object

Customize the display

Objective: Use the Screen Builder to change how the attendance records are displayed so you see the fields you need to see when you add or import an attendance record.

Procedure

1. Click Training Details > Attendance.
2. Click a record.
3. In the sidebar, click the Actions menu .
4. Click Screen Builder .
5. Next to the Name field, select the Actions menu .
6. Click Remove field.
7. For the Object title in the sidebar, select Attendee. 
8. Click Save & Close.

Result
The attendance records now display the information you need to create records.

Add the attendance records

Objective: Create the attendance records.

Procedure

1. Click Training Details > Attendance and click Add.
2. Populate the following fields: Attendee, Training and Training Date.

Result
The records are displayed in the Attendance menu.

Link the user training object to the user object

Objective: Create a tab on the user object to show a user's training attendance.

Procedure

1. Navigate to user object in the menu and select a record.
2. In the sidebar, click the Actions menu .
3. Select Screen Builder .
4. Click Add new tab.
5. Enter Training Attendance as the title of the tab.
6. From the Object list, select Attendance
7. Select the Attendee field as the Related field
8. Click Confirm
9. Click Save & Close

Result
A new tab on the user record shows the user's training attendance history.

Next steps

Customize the settings of the new tabbed page you created. See Adding and configuring custom tab pages