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Editing the Details View Page using Inline Edit

Editing the Details View Page using Inline Edit

The contents of the Details View Page are not fixed, instead users can update them using the Inline Edit option.

To invoke the Inline Edit option, click on the App Settings icon and then on the On option.

Invoking Inline Edit

The orange Edit icons appear on the editable section of the Page. Ignore the first Edit icon at the top as the Details View Page editing would be done using either of the 5 edit buttons highlighted below.

Edit icons to edit the Details View page

Click on one of the Edit icons.

Click Edit icon

The App Editor page appears with a dropdown control at the top. Selecting the relevant option users can edit the corresponding section of the Details View Page.

Details View Page editing structure

Editing Header section

The information shown in the header of the Details View page can be edited using the controls shown in the following image.

Header section info editing

If the user wants to show/hide buttons (at the extreme-right) of the Header section, they can check/uncheck the relevant checkboxes.

Show/hide header buttons

Adding (or removing) attributes in the Summary section

Moving on to the Summary section, the property names in the table correspond to the attributes that are currently being shown in the Summary section. Users can add remove the attributes in the Summary section as elaborated below.

Summary section explained

Click the Select Properties Button.

Click the Select Properties Button

Enable/disable the relevant checkboxes to include/exclude a property in the Summary section, and then click the Select button.

Adding/removing attributes

Click the Update Page button.

Click Update Page button

The Summary section is updated.

Summary section updated

Editing the Progress Bar section

The progress bar customization has the following options as elaborated in the image.

Progress bar section editing options

An object usually has just one status-type property. If there’s only one, the first dropdown will only show that property. However, if the object has multiple status-type properties, users can choose which one to use for the progress bar.

Status-type attribute selection

The progress bar can be labeled (if desired).

Labeling Progress Bar

The most important configuration for the Progress Bar is whether to show it as discrete or progressive?

Progress Bar type selection

Editing the Details section

The Details section is where all the attributes’ details and other information are displayed, including linked attributes, attachments, discussions and history.

Details section

The contents of this section mainly depend upon which tab is selected.

Tabs in Details section

Therefore, the editing of this section also depends upon the relevant selection in the dropdown at the top. When we need to do configurations for the Details tab, we need to select the relevant option, as shown in the following image.

Editing Details section

To edit the label of the Details tab, select the Tab – Details option…

Edit Details tab label - Step 1

… and edit the label as desired.

Edit Details tab label - Step 2

Moving to the content part of the Details tab, the label of the attributes could be displayed at top, or at left.

Attribute label placement

If there are multiple sections within the Details section, then these could be set as collapsible or fixed.

Collapsible or not

If there are too many details to show, then users can opt to show them in steps. The checkboxes at the bottom are used to do that.

Configurations to use Steps in the Details section

Tweaking the arrangement of tabs

The arrangement of tabs in the Details section can be invoked by either clicking the relevant edit button OR (if the App Editor is already open) by selecting the Tab Container option from the dropdown menu.

How to invoke Tab arrangement editing

The current arrangement of the tabs is displayed.

Current Tabs arrangement

To change the order of the tabs, click on the left most icon against a tab’s name and move it to its desired position.

Editing Tabs order

Disable the checkbox to temporarily hide the relevant tab, OR use the delete icon to remove it altogether. 

Clicking the Edit Tab icon invokes the tab rename box, where users can rename the tab as desired.

Rename Tab option 2