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Each item belongs to a folder and can contain one or more tabs.

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Item Layouts

Display multiple tabs at the same time by dividing an item into layout areas.
1

Edit the Item

Open the item menu and click Edit.
2

Open Layout Settings

Select Layout.
3

Choose a Layout

Choose a Layout Type, such as 2 Columns, 2 Rows, or 4 Areas.
4

Arrange Tabs

Drag tabs into the desired areas and reorder them within each area. Drag dividers to resize the areas.
5

Save the Layout

Click Save.
Each area displays one active tab. For example, place an Accounts Grid in the left area, a Related Grid of contacts in the right area, and Related Detail in a third area. In the item view, you can drag tabs between areas, resize areas, and collapse or expand areas. Users with item edit access can save these layout changes. Without edit access, resizing and collapsing only change the current view. To give one tab more space, open its menu and click Maximize. Click Restore to return to the item layout.

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New Item

Create a new item in a folder.
1

Open New Item Dialog

You can open the dialog in either way.
  • In the folder list, click New Item at the bottom
  • In the folder list, select a folder and click New Item from the dropdown menu
2

Enter Item Details

Enter the required information.
3

Save

Click Save to create the item.

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Edit Item

Update item details.
1

Open Item Menu

In the item list, select the item and click the dropdown menu.
2

Select Edit

Click Edit to open the Edit Item dialog.
3

Update Item Details

Modify the required information.
4

Save

Click Save to apply changes.
If the user does not have edit permission, the Edit action changes to View, and the dialog is read-only.

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Clone Item

Create a new item by copying an existing item.
1

Open Item Menu

In the item list, select the item and click the dropdown menu.
2

Select Clone

Click Clone to open the Clone Item dialog.
3

Update Item Details

Modify the required information before saving.
4

Save

Click Save to create the cloned item.
Copies the item and all its tabs.

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Move Item

Change the folder of an item.
1

Open Item Menu

In the item list, select the item and click the dropdown menu.
2

Select Move

Click Move to open the Move Item dialog.
3

Select Destination Folder

Choose a folder from Available Folders.
4

Save

Click Save to move the item.

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Delete Item

Remove an item from its folder.
1

Open Item Menu

In the item list, select the item and click the dropdown menu.
2

Select Delete

Click Delete to open the Delete Item dialog.
3

Confirm Deletion

Click Delete to remove the item.
Deleting an item also deletes all its tabs.
Actions are disabled if the user does not have permission.