> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Items

Each item belongs to a [folder](https://coconut-grid.mintlify.site/visualization/folders.md) and can contain one or more [tabs](https://coconut-grid.mintlify.site/visualization/tabs.md).

## 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.

## 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.

| Field | Description |
| - | - |
| **Object** | The Salesforce object used by the item |
| **Item Name** | The display name of the item |
| **Folder** | Select a folder from **Available Folders** |

**3. Save**

Click **Save** to create the item.

## 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.

| Field | Description |
| - | - |
| **Item Name** | The display name of the item |
| **Item ID** | The item record ID (read-only) |
| **Owner** | The user who owns the item |

**4. Save**

Click **Save** to apply changes.

> [!NOTE]
>
> If the user does not have edit permission, the **Edit** action changes to **View**, and the dialog is read-only.

## 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.

| Field | Description |
| - | - |
| **Item Name** | The display name of the item |
| **Item ID** | The item record ID (read-only) |
| **Owner** | The user who owns the item |

**4. Save**

Click **Save** to create the cloned item.

> [!NOTE]
>
> Copies the item and all its tabs.

## 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.

## 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.

> [!NOTE]
>
> Deleting an item also deletes all its tabs.

> [!NOTE]
>
> Actions are disabled if the user does not have permission.


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