Each tab belongs to an item (master–detail relationship) and displays records from a selected Salesforce object.Documentation Index
Fetch the complete documentation index at: https://coconut-grid.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Tab list
- Shows all tabs for the currently opened item.
- Hover a tab to open the popover icon button for actions (Edit / Clone / Move / Delete).
- Clicking a tab displays its data grid for the linked Salesforce object.
New Tab
Create a new tab for the selected Salesforce object in an item.- In the item view, go to the right side of the item’s existing tabs.
- Click the New Tab icon button, the New Tab modal opens.
Edit Tab
Edit an existing tab’s details.- In the tab list of item view, hover over the tab you want to edit.
- Click the open popover icon button.
- In the popover menu, click Edit, the Edit Tab modal opens.
Clone Tab
Create a new tab by cloning the details of an existing tab.- In the tab list of item view, hover over the tab you want to clone.
- Click the open popover icon button.
- In the popover menu, click Clone, the Clone Tab modal opens.
Move Tab
Change the item location of an existing tab.- In the tab list of item view, hover over the tab you want to clone.
- Click the open popover icon button.
- In the popover menu, click Move, the Move Tab modal opens.
Delete Tab
Delete an tab from its item.- In the tab list of item view, hover over the tab you want to clone.
- Click the open popover icon button.
- In the popover menu, click Delete, the Delete Tab modal opens.
Input Fields
- Tab Name (required)
The display name for the tab. - Tab ID (read-only)
The tab record ID. Cannot be changed. - Owner (required)
The user who owns the item.
Buttons
- Save
- Save the tab with the changes.
- On success: the saved tab appear in the tab list. The modal closes.
- Delete
- Deletes the tab record.
- On success: the tab is removed from the item’s tab list. The modal closes.
- Cancel
- Closes the modal without saving.
Behavior details
- Each tab is a child of the item.
- Default data grid columns are the name field, Last Modified Date, and 5 random fields from the selected Salesforce object.
- Tabs remain linked to their current item unless moved through move action.
- Users without tab access will not see the tab or search or delete.
- If user does not have permission to edit the tab, the modal title changes to View Tab, all input fields are read-only, and the Save button is disabled.